SGK
WMT icon

Steigerwald Gordon & Koch’s Walmart Inc WMT Stock Holding History

Steigerwald Gordon & Koch’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 		$33.7M Sell
270,907
-1,887
-0.7% -$232K 3.46% 4
2025
Q4 		$30.4M Sell
272,794
-6,869
-2% -$738K 2.92% 7
2025
Q3 		$28.8M Sell
279,663
-2,242
-0.8% -$223K 2.77% 7
2025
Q2 		$27.6M Sell
281,905
-448
-0.2% -$42.7K 2.91% 9
2025
Q1 		$24.8M Sell
282,353
-6,295
-2% -$591K 2.77% 12
2024
Q4 		$26.1M Sell
288,648
-9,936
-3% -$862K 2.95% 5
2024
Q3 		$24.1M Buy
298,584
+6,506
+2% +$478K 2.63% 9
2024
Q2 		$19.8M Buy
292,078
+7,222
+3% +$455K 2.39% 14
2024
Q1 		$17.1M Buy
284,856
+3,438
+1% +$197K 2.13% 21
2023
Q4 		$14.8M Buy
281,418
+4,536
+2% +$240K 2% 24
2023
Q3 		$14.8M Buy
276,882
+2,886
+1% +$154K 2.25% 19
2023
Q2 		$14.4M Buy
273,996
+4,017
+1% +$203K 2.11% 19
2023
Q1 		$13.3M Buy
269,979
+10,017
+4% +$475K 1.98% 25
2022
Q4 		$12.3M Buy
259,962
+8,616
+3% +$409K 1.95% 22
2022
Q3 		$10.9M Buy
251,346
+18,126
+8% +$794K 1.99% 24
2022
Q2 		$9.45M Buy
233,220
+4,821
+2% +$222K 1.65% 30
2022
Q1 		$11.3M Buy
228,399
+5,337
+2% +$251K 1.73% 30
2021
Q4 		$10.8M Buy
223,062
+7,839
+4% +$374K 1.62% 31
2021
Q3 		$10M Buy
215,223
+10,392
+5% +$501K 1.63% 28
2021
Q2 		$9.63M Buy
204,831
+17,919
+10% +$835K 1.59% 30
2021
Q1 		$8.46M Buy
186,912
+14,349
+8% +$665K 1.57% 31
2020
Q4 		$8.29M Buy
172,563
+14,379
+9% +$698K 1.68% 28
2020
Q3 		$7.38M Buy
158,184
+29,625
+23% +$1.32M 1.75% 27
2020
Q2 		$5.13M Buy
128,559
+104,913
+444% +$4.32M 1.36% 31
2020
Q1 		$896K Buy
23,646
+14,526
+159% +$559K 0.3% 47
2019
Q4 		$361K Buy
9,120
+1,959
+27% +$77.8K 0.08% 71
2019
Q3 		$283K Buy
7,161
+3
+0% +$113 0.07% 71
2019
Q2 		$264K Buy
7,158
+6
+0.1% +$207 0.07% 73
2019
Q1 		$233K Buy
7,152
+636
+10% +$20.6K 0.06% 76
2018
Q4 		$202K Buy
+6,516
New +$209K 0.06% 82
2018
Q1 		– Sell
-7,578
Closed -$249K – 89
2017
Q4 		$249K Sell
7,578
-6,210
-45% -$190K 0.07% 72
2017
Q3 		$359K Buy
13,788
+3,321
+32% +$87.1K 0.1% 61
2017
Q2 		$264K Buy
10,467
+12
+0.1% +$305 0.07% 72
2017
Q1 		$251K Sell
10,455
-855
-8% -$19.7K 0.07% 71
2016
Q4 		$261K Buy
11,310
+1,095
+11% +$25.6K 0.08% 63
2016
Q3 		$246K Buy
10,215
+228
+2% +$5.53K 0.09% 60
2016
Q2 		$243K Buy
9,987
+312
+3% +$7.22K 0.09% 58
2016
Q1 		$221K Buy
+9,675
New +$212K 0.08% 56
2015
Q4 		– Sell
-9,450
Closed -$204K – 62
2015
Q3 		$204K Buy
+9,450
New +$217K 0.09% 55
2015
Q2 		– Sell
-8,010
Closed -$206K – 53
2015
Q1 		$206K Hold
8,010
– – 0.1% 50
2014
Q4 		$216K Buy
+8,010
New +$216K 0.11% 48

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

Steigerwald Gordon & Koch's WMT Position: Q1 2026 in Review

Steigerwald Gordon & Koch reduced its Walmart Inc (WMT) stake by 0.69% in Q1 2026, selling an estimated $232K and leaving 270,907 shares worth $33.7M. The position accounts for 3.46% of the portfolio, ranked #4.

Steigerwald Gordon & Koch first reported a position in WMT in Q4 2014 and has held it in 41 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Steigerwald Gordon & Koch held 270,907 shares of Walmart Inc worth $33.7M as of Q1 2026.
  • Steigerwald Gordon & Koch sold 1,887 Walmart Inc shares in Q1 2026, an estimated $232K.
  • Walmart Inc made up 3.46% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #4 holding.
  • Steigerwald Gordon & Koch first reported a position in Walmart Inc in Q4 2014 and has held it in 41 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.