Stifel Financial’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$421M Sell
3,389,564
-6,340,420
-65% -$778M 0.39% 50
2025
Q4
$1.08B Sell
9,729,984
-679,336
-7% -$72.9M 0.98% 10
2025
Q3
$1.07B Sell
10,409,320
-215,433
-2% -$21.4M 0.98% 10
2025
Q2
$1.04B Sell
10,624,753
-139,796
-1% -$13.3M 1.01% 9
2025
Q1
$945M Sell
10,764,549
-854,944
-7% -$80.2M 1% 8
2024
Q4
$1.05B Sell
11,619,493
-873,143
-7% -$75.8M 1.09% 8
2024
Q3
$1.01B Sell
12,492,636
-337,672
-3% -$24.8M 1.06% 8
2024
Q2
$869M Buy
12,830,308
+29,461
+0.2% +$1.86M 0.98% 9
2024
Q1
$770M Buy
12,800,847
+96,882
+0.8% +$5.54M 0.88% 13
2023
Q4
$668M Buy
12,703,965
+1,931,448
+18% +$102M 0.84% 16
2023
Q3
$574M Buy
10,772,517
+85,146
+0.8% +$4.53M 0.81% 17
2023
Q2
$560M Sell
10,687,371
-229,050
-2% -$11.6M 0.77% 18
2023
Q1
$537M Sell
10,916,421
-138,399
-1% -$6.57M 0.77% 18
2022
Q4
$523M Buy
11,054,820
+241,248
+2% +$11.5M 0.78% 19
2022
Q3
$468M Buy
10,813,572
+420,483
+4% +$18.4M 0.77% 20
2022
Q2
$421M Buy
10,393,089
+1,275,459
+14% +$58.8M 0.66% 24
2022
Q1
$453M Sell
9,117,630
-123,618
-1% -$5.8M 0.62% 28
2021
Q4
$446M Buy
9,241,248
+460,491
+5% +$22M 0.59% 33
2021
Q3
$408M Buy
8,780,757
+246,741
+3% +$11.9M 0.6% 33
2021
Q2
$401M Sell
8,534,016
-46,692
-0.5% -$2.17M 0.6% 33
2021
Q1
$389M Buy
8,580,708
+134,997
+2% +$6.25M 0.64% 31
2020
Q4
$406M Buy
8,445,711
+265,179
+3% +$12.9M 0.72% 21
2020
Q3
$382M Buy
8,180,532
+397,899
+5% +$17.7M 0.78% 19
2020
Q2
$311M Buy
7,782,633
+258,705
+3% +$10.6M 0.71% 23
2020
Q1
$284M Sell
7,523,928
-80,313
-1% -$3.09M 0.79% 19
2019
Q4
$301M Buy
7,604,241
+2,073,432
+37% +$82.3M 0.63% 28
2019
Q3
$219M Buy
5,530,809
+123,930
+2% +$4.68M 0.56% 30
2019
Q2
$199M Buy
5,406,879
+354,420
+7% +$12.2M 0.51% 35
2019
Q1
$164M Sell
5,052,459
-16,869
-0.3% -$547K 0.46% 44
2018
Q4
$157M Buy
5,069,328
+417,453
+9% +$13.4M 0.51% 36
2018
Q3
$146M Buy
4,651,875
+120,690
+3% +$3.69M 0.42% 49
2018
Q2
$129M Buy
4,531,185
+209,679
+5% +$5.96M 0.4% 54
2018
Q1
$128M Buy
4,321,506
+369,654
+9% +$11.9M 0.4% 53
2017
Q4
$130M Sell
3,951,852
-44,121
-1% -$1.35M 0.41% 49
2017
Q3
$104M Buy
3,995,973
+301,947
+8% +$7.92M 0.36% 58
2017
Q2
$93.1M Sell
3,694,026
-119,229
-3% -$3.03M 0.34% 66
2017
Q1
$91.6M Buy
3,813,255
+43,827
+1% +$1.01M 0.35% 60
2016
Q4
$86.8M Buy
3,769,428
+253,662
+7% +$5.92M 0.37% 61
2016
Q3
$84.5M Sell
3,515,766
-3,000
-0.1% -$72.8K 0.38% 60
2016
Q2
$85.6M Buy
3,518,766
+1,261,569
+56% +$29.2M 0.4% 53
2016
Q1
$51.5M Buy
2,257,197
+228,999
+11% +$5.02M 0.27% 91
2015
Q4
$41.4M Sell
2,028,198
-523,203
-21% -$10.5M 0.22% 117
2015
Q3
$55.1M Sell
2,551,401
-14,553
-0.6% -$334K 0.31% 82
2015
Q2
$60.4M Buy
2,565,954
+855,936
+50% +$21.8M 0.31% 71
2015
Q1
$46.9M Buy
1,710,018
+17,112
+1% +$485K 0.26% 94
2014
Q4
$48.5M Buy
1,692,906
+367,287
+28% +$9.92M 0.27% 88
2014
Q3
$33.8M Sell
1,325,619
-42,672
-3% -$1.08M 0.3% 66
2014
Q2
$34.2M Sell
1,368,291
-220,026
-14% -$5.65M 0.31% 59
2014
Q1
$40.5M Buy
+1,588,317
New +$39.9M 0.39% 40

Other funds holding WMT

Stifel Financial's WMT Position: Q1 2026 in Review

Stifel Financial reduced its Walmart Inc (WMT) stake by 65% in Q1 2026, selling an estimated $778M and leaving 3,389,564 shares worth $421M. The position accounts for 0.39% of the portfolio, ranked #50.

Stifel Financial first reported a position in WMT in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.08B in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Stifel Financial held 3,389,564 shares of Walmart Inc worth $421M as of Q1 2026.
  • Stifel Financial sold 6,340,420 Walmart Inc shares in Q1 2026, an estimated $778M.
  • Walmart Inc made up 0.39% of Stifel Financial's portfolio in Q1 2026, its #50 holding.
  • Stifel Financial first reported a position in Walmart Inc in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Walmart Inc position peaked at $1.08B in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.