Stone House Investment Management’s Walmart Inc WMT Stock Holding History

Stone House Investment Management’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	$331K	Buy	2,662 +1	+0%	+$123	0.06%	54
2025 Q4	$296K	Buy	2,661 +552	+26%	+$59.3K	0.05%	59
2025 Q3	$217K	Buy	2,109 +15	+0.7%	+$1.49K	0.04%	75
2025 Q2	$205K	Buy	2,094 +3	+0.1%	+$286	0.04%	67
2025 Q1	$184K	Buy	+2,091	New	+$196K	0.04%	63
2024 Q4	–	Sell	-1,968	Closed	-$159K	–	359
2024 Q3	$159K	Buy	1,968 +1	+0.1%	+$73	0.03%	56
2024 Q2	$133K	Buy	1,967 +1,312	+200%	+$82.6K	0.03%	64
2024 Q1	$39.4K	Buy	655 +34	+5%	+$1.95K	0.01%	144
2023 Q4	$32.7K	Hold	621	–	–	0.01%	100
2023 Q3	$33.2K	Hold	621	–	–	0.01%	94
2023 Q2	$32.5K	Buy	621 +6	+1%	+$303	0.01%	92
2023 Q1	$30.2K	Buy	+615	New	+$29.2K	0.01%	106
2019 Q2	–	Sell	-1,155	Closed	-$38K	–	205
2019 Q1	$38K	Buy	+1,155	New	+$37.4K	0.02%	105

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

Stone House Investment Management's WMT Position: Q1 2026 in Review

Stone House Investment Management increased its Walmart Inc (WMT) stake by 0.04% in Q1 2026, buying an estimated $123 and bringing the position to 2,662 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #54.

Stone House Investment Management first reported a position in WMT in Q1 2019 and has held it in 13 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Stone House Investment Management held 2,662 shares of Walmart Inc worth $331K as of Q1 2026.
Stone House Investment Management bought 1 Walmart Inc share in Q1 2026, an estimated $123.
Walmart Inc made up 0.06% of Stone House Investment Management's portfolio in Q1 2026, its #54 holding.
Stone House Investment Management first reported a position in Walmart Inc in Q1 2019 and has held it in 13 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.