Sunbelt Securities’s Walmart Inc WMT Stock Holding History

Sunbelt Securities’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	$6.84M	Sell	55,023 -2,070	-4%	-$254K	0.43%	43
2025 Q4	$6.36M	Buy	57,093 +5,869	+11%	+$630K	0.42%	43
2025 Q3	$5.28M	Buy	51,224 +9,674	+23%	+$963K	0.36%	49
2025 Q2	$3.75M	Sell	41,550 -5,909	-12%	-$563K	0.33%	58
2025 Q1	$4.17M	Buy	47,459 +5,909	+14%	+$554K	0.37%	53
2024 Q4	$3.76M	Buy	41,550 +1,473	+4%	+$128K	0.33%	58
2024 Q3	$3.24M	Sell	40,077 -916	-2%	-$67.3K	0.32%	69
2024 Q2	$2.78M	Buy	40,993 +620	+2%	+$39K	0.28%	78
2024 Q1	$2.43M	Sell	40,373 -250	-0.6%	-$14.3K	0.27%	80
2023 Q4	$2.13M	Buy	40,623 +1,302	+3%	+$68.9K	0.27%	79
2023 Q3	$2.1M	Buy	39,321 +1,125	+3%	+$59.9K	0.29%	70
2023 Q2	$2M	Buy	38,196 +543	+1%	+$27.4K	0.29%	72
2023 Q1	$1.83M	Buy	37,653 +6	+0%	+$285	0.29%	81
2022 Q4	$1.78M	Buy	37,647 +1,977	+6%	+$93.9K	0.35%	71
2022 Q3	$1.54M	Sell	35,670 -1,065	-3%	-$46.7K	0.33%	77
2022 Q2	$1.49M	Sell	36,735 -918	-2%	-$42.3K	0.31%	84
2022 Q1	$1.88M	Sell	37,653 -7,905	-17%	-$371K	0.34%	74
2021 Q4	$2.1M	Buy	45,558 +9,723	+27%	+$464K	0.34%	73
2021 Q3	$1.69M	Hold	35,835	–	–	0.3%	87
2021 Q2	$1.69M	Buy	35,835 +627	+2%	+$29.2K	0.3%	87
2021 Q1	$1.59M	Buy	35,208 +13,635	+63%	+$632K	0.31%	85
2020 Q4	$1.04M	Buy	21,573 +978	+5%	+$47.5K	0.21%	112
2020 Q3	$972K	Buy	20,595 +4,560	+28%	+$203K	0.27%	96
2020 Q2	$642K	Sell	16,035 -358,593	-96%	-$14.8M	0.22%	122
2020 Q1	$14.4M	Buy	374,628 +251,241	+204%	+$9.66M	0.62%	33
2019 Q4	$4.64M	Buy	123,387 +7,347	+6%	+$292K	0.49%	43
2019 Q3	$4.59M	Buy	116,040 +108,594	+1,458%	+$4.1M	0.51%	42
2019 Q2	$274K	Sell	7,446 -21,858	-75%	-$753K	0.12%	213
2019 Q1	$953K	Buy	29,304 +16,659	+132%	+$540K	0.48%	58
2018 Q4	$393K	Buy	12,645 +4,677	+59%	+$150K	0.23%	119
2018 Q3	$249K	Buy	7,968 +33	+0.4%	+$1.01K	0.13%	185
2018 Q2	$227K	Sell	7,935 -165	-2%	-$4.69K	0.14%	190
2018 Q1	$240K	Buy	8,100 +858	+12%	+$27.6K	0.22%	159
2017 Q4	$238K	Buy	+7,242	New	+$222K	0.23%	147
2016 Q2	–	Sell	-11,013	Closed	-$251K	–	108
2016 Q1	$251K	Buy	11,013 +36	+0.3%	+$789	0.37%	69
2015 Q4	$224K	Sell	10,977 -8,079	-42%	-$162K	0.32%	74
2015 Q3	$412K	Buy	19,056 +9,651	+103%	+$221K	0.56%	41
2015 Q2	$222K	Buy	9,405 +54	+0.6%	+$1.38K	0.31%	89
2015 Q1	$256K	Sell	9,351 -375	-4%	-$10.6K	0.38%	59
2014 Q4	$278K	Buy	+9,726	New	+$263K	0.37%	61

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

Sunbelt Securities's WMT Position: Q1 2026 in Review

Sunbelt Securities reduced its Walmart Inc (WMT) stake by 3.6% in Q1 2026, selling an estimated $254K and leaving 55,023 shares worth $6.84M. The position accounts for 0.43% of the portfolio, ranked #43.

Sunbelt Securities first reported a position in WMT in Q4 2014 and has held it in 40 quarters since. The position peaked at $14.4M in Q1 2020. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Sunbelt Securities held 55,023 shares of Walmart Inc worth $6.84M as of Q1 2026.
Sunbelt Securities sold 2,070 Walmart Inc shares in Q1 2026, an estimated $254K.
Walmart Inc made up 0.43% of Sunbelt Securities's portfolio in Q1 2026, its #43 holding.
Sunbelt Securities first reported a position in Walmart Inc in Q4 2014 and has held it in 40 quarters since.
Sunbelt Securities's Walmart Inc position peaked at $14.4M in Q1 2020.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.