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Stokes Family Office’s Walmart Inc WMT Stock Holding History

Stokes Family Office’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 		$5.65M Sell
45,469
-4,482
-9% -$550K 0.58% 44
2025
Q4 		$5.57M Buy
49,951
+3,024
+6% +$325K 0.51% 51
2025
Q3 		$4.84M Buy
46,927
+1,193
+3% +$119K 0.46% 58
2025
Q2 		$4.47M Buy
45,734
+178
+0.4% +$17K 0.47% 58
2025
Q1 		$4M Buy
45,556
+14
+0% +$1.31K 0.45% 57
2024
Q4 		$4.11M Buy
45,542
+791
+2% +$68.6K 0.44% 55
2024
Q3 		$3.61M Sell
44,751
-393
-0.9% -$28.9K 0.4% 59
2024
Q2 		$3.06M Buy
45,144
+2,229
+5% +$140K 0.36% 64
2024
Q1 		$2.58M Buy
42,915
+2,529
+6% +$145K 0.32% 70
2023
Q4 		$2.12M Sell
40,386
-24,783
-38% -$1.31M 0.29% 77
2023
Q3 		$3.47M Buy
65,169
+1,206
+2% +$64.2K 0.41% 57
2023
Q2 		$3.35M Buy
63,963
+2,031
+3% +$102K 0.39% 61
2023
Q1 		$3.04M Sell
61,932
-2,100
-3% -$99.7K 0.38% 59
2022
Q4 		$3.03M Buy
64,032
+1,251
+2% +$59.4K 0.39% 61
2022
Q3 		$2.71M Buy
62,781
+10,413
+20% +$456K 0.39% 58
2022
Q2 		$2.12M Sell
52,368
-5,937
-10% -$274K 0.29% 74
2022
Q1 		$2.89M Buy
58,305
+5,208
+10% +$244K 0.38% 60
2021
Q4 		$2.56M Sell
53,097
-2,889
-5% -$138K 0.32% 64
2021
Q3 		$2.6M Buy
55,986
+3,297
+6% +$159K 0.36% 60
2021
Q2 		$2.48M Sell
52,689
-1,287
-2% -$59.9K 0.35% 62
2021
Q1 		$2.44M Buy
53,976
+2,736
+5% +$127K 0.38% 56
2020
Q4 		$2.46M Buy
51,240
+3,771
+8% +$183K 0.49% 50
2020
Q3 		$2.21M Buy
47,469
+10,626
+29% +$472K 0.5% 49
2020
Q2 		$1.47M Sell
36,843
-2,226
-6% -$91.6K 0.37% 57
2020
Q1 		$1.48M Buy
39,069
+75
+0.2% +$2.88K 0.39% 54
2019
Q4 		$1.54M Buy
+38,994
New +$1.55M 0.34% 60

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

Stokes Family Office's WMT Position: Q1 2026 in Review

Stokes Family Office reduced its Walmart Inc (WMT) stake by 9% in Q1 2026, selling an estimated $550K and leaving 45,469 shares worth $5.65M. The position accounts for 0.58% of the portfolio, ranked #44.

Stokes Family Office first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Stokes Family Office held 45,469 shares of Walmart Inc worth $5.65M as of Q1 2026.
  • Stokes Family Office sold 4,482 Walmart Inc shares in Q1 2026, an estimated $550K.
  • Walmart Inc made up 0.58% of Stokes Family Office's portfolio in Q1 2026, its #44 holding.
  • Stokes Family Office first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.