Stephen W. Kidder’s Walmart Inc WMT Stock Holding History

Stephen W. Kidder’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	$1.42M	Sell	11,440 -450	-4%	-$55.2K	0.42%	40
2025 Q4	$1.32M	Sell	11,890 -375	-3%	-$40.3K	0.37%	40
2025 Q3	$1.26M	Sell	12,265 -750	-6%	-$74.7K	0.36%	41
2025 Q2	$1.27M	Sell	13,015 -300	-2%	-$28.6K	0.38%	39
2025 Q1	$1.17M	Sell	13,315 -325	-2%	-$30.5K	0.36%	39
2024 Q4	$1.23M	Sell	13,640 -600	-4%	-$52.1K	0.37%	38
2024 Q3	$1.15M	Sell	14,240 -825	-5%	-$60.6K	0.34%	37
2024 Q2	$1.02M	Sell	15,065 -715	-5%	-$45K	0.32%	42
2024 Q1	$949K	Sell	15,780 -12,900	-45%	-$738K	0.3%	45
2023 Q4	$1.51M	Sell	28,680 -870	-3%	-$46K	0.49%	37
2023 Q3	$1.58M	Sell	29,550 -375	-1%	-$20K	0.55%	35
2023 Q2	$1.57M	Hold	29,925	–	–	0.51%	38
2023 Q1	$1.47M	Hold	29,925	–	–	0.51%	35
2022 Q4	$1.41M	Buy	29,925 +1,200	+4%	+$57K	0.52%	36
2022 Q3	$1.24M	Hold	28,725	–	–	0.51%	39
2022 Q2	$1.16M	Sell	28,725 -300	-1%	-$13.8K	0.45%	39
2022 Q1	$1.44M	Sell	29,025 -75	-0.3%	-$3.52K	0.47%	38
2021 Q4	$1.4M	Sell	29,100 -150	-0.5%	-$7.16K	0.43%	41
2021 Q3	$1.36M	Hold	29,250	–	–	0.43%	41
2021 Q2	$1.37M	Hold	29,250	–	–	0.42%	41
2021 Q1	$1.32M	Hold	29,250	–	–	0.43%	41
2020 Q4	$1.41M	Sell	29,250 -1,356	-4%	-$65.8K	0.47%	38
2020 Q3	$1.43M	Hold	30,606	–	–	0.51%	39
2020 Q2	$1.22M	Sell	30,606 -300	-1%	-$12.3K	0.47%	39
2020 Q1	$1.17M	Hold	30,906	–	–	0.53%	37
2019 Q4	$1.23M	Hold	30,906	–	–	0.45%	43
2019 Q3	$1.22M	Sell	30,906 -300	-1%	-$11.3K	0.48%	41
2019 Q2	$1.15M	Sell	31,206 -909	-3%	-$31.3K	0.46%	43
2019 Q1	$1.04M	Sell	32,115 -2,025	-6%	-$65.7K	0.42%	43
2018 Q4	$1.06M	Sell	34,140 -1,050	-3%	-$33.7K	0.47%	41
2018 Q3	$1.1M	Hold	35,190	–	–	0.4%	45
2018 Q2	$1M	Sell	35,190 -750	-2%	-$21.3K	0.39%	47
2018 Q1	$1.07M	Sell	35,940 -1,950	-5%	-$62.7K	0.41%	47
2017 Q4	$1.25M	Sell	37,890 -1,200	-3%	-$36.7K	0.45%	44
2017 Q3	$1.02M	Sell	39,090 -2,400	-6%	-$63K	0.38%	48
2017 Q2	$1.05M	Sell	41,490 -2,550	-6%	-$64.7K	0.4%	50
2017 Q1	$1.06M	Sell	44,040 -3,000	-6%	-$69K	0.41%	52
2016 Q4	$1.08M	Sell	47,040 -5,760	-11%	-$134K	0.44%	51
2016 Q3	$1.27M	Hold	52,800	–	–	0.5%	46
2016 Q2	$1.28M	Sell	52,800 -1,050	-2%	-$24.3K	0.51%	46
2016 Q1	$1.23M	Sell	53,850 -1,200	-2%	-$26.3K	0.5%	48
2015 Q4	$1.12M	Sell	55,050 -273	-0.5%	-$5.48K	0.48%	50
2015 Q3	$1.2M	Hold	55,323	–	–	0.6%	43
2015 Q2	$1.31M	Sell	55,323 -1,101	-2%	-$28.1K	0.59%	44
2015 Q1	$1.55M	Sell	56,424 -27	-0%	-$766	0.67%	43
2014 Q4	$1.62M	Hold	56,451	–	–	0.7%	43
2014 Q3	$1.44M	Buy	+56,451	New	+$1.43M	0.65%	44

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stephen W. Kidder's WMT Position: Q1 2026 in Review

Stephen W. Kidder reduced its Walmart Inc (WMT) stake by 3.8% in Q1 2026, selling an estimated $55.2K and leaving 11,440 shares worth $1.42M. The position accounts for 0.42% of the portfolio, ranked #40.

Stephen W. Kidder first reported a position in WMT in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.62M in Q4 2014. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Stephen W. Kidder held 11,440 shares of Walmart Inc worth $1.42M as of Q1 2026.
Stephen W. Kidder sold 450 Walmart Inc shares in Q1 2026, an estimated $55.2K.
Walmart Inc made up 0.42% of Stephen W. Kidder's portfolio in Q1 2026, its #40 holding.
Stephen W. Kidder first reported a position in Walmart Inc in Q3 2014 and has held it in 47 quarters since.
Stephen W. Kidder's Walmart Inc position peaked at $1.62M in Q4 2014.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Stephen W. Kidder's 13F filing for Q1 2026, filed 11 May 2026.