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Stamos Capital Partners’s Walmart Inc WMT Stock Holding History

Stamos Capital Partners’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.74M Sell
22,032
-2,858
-11% -$351K 0.43% 75
2025
Q4 		$2.77M Buy
24,890
+12,862
+107% +$1.38M 0.45% 70
2025
Q3 		$1.24M Buy
12,028
+4,943
+70% +$492K 0.23% 101
2025
Q2 		$693K Buy
7,085
+1,353
+24% +$129K 0.12% 134
2025
Q1 		$503K Buy
+5,732
New +$538K 0.13% 123

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stamos Capital Partners's WMT Position: Q1 2026 in Review

Stamos Capital Partners reduced its Walmart Inc (WMT) stake by 11% in Q1 2026, selling an estimated $351K and leaving 22,032 shares worth $2.74M. The position accounts for 0.43% of the portfolio, ranked #75.

Stamos Capital Partners first reported a position in WMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.77M in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Stamos Capital Partners held 22,032 shares of Walmart Inc worth $2.74M as of Q1 2026.
  • Stamos Capital Partners sold 2,858 Walmart Inc shares in Q1 2026, an estimated $351K.
  • Walmart Inc made up 0.43% of Stamos Capital Partners's portfolio in Q1 2026, its #75 holding.
  • Stamos Capital Partners first reported a position in Walmart Inc in Q1 2025 and has held it in 5 quarters since.
  • Stamos Capital Partners's Walmart Inc position peaked at $2.77M in Q4 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.