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Sustainable Insight Capital Management’s Walmart Inc WMT Stock Holding History

Sustainable Insight Capital 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 		$2.84M Buy
22,891
+10,000
+78% +$1.23M 0.96% 26
2025
Q4 		$1.44M Sell
12,891
-5,200
-29% -$558K 0.48% 39
2025
Q3 		$1.86M Buy
18,091
+6,800
+60% +$677K 0.59% 32
2025
Q2 		$1.1M Sell
11,291
-17,593
-61% -$1.68M 0.5% 40
2025
Q1 		$2.54M Buy
28,884
+2,000
+7% +$188K 1.26% 25
2024
Q4 		$2.43M Sell
26,884
-2,627
-9% -$228K 1.06% 27
2024
Q3 		$2.38M Buy
29,511
+8,100
+38% +$595K 1.08% 31
2024
Q2 		$1.45M Buy
21,411
+9,400
+78% +$592K 0.73% 34
2024
Q1 		$723K Buy
+12,011
New +$687K 0.52% 34
2023
Q4 		– Sell
-6,711
Closed -$358K – 67
2023
Q3 		$358K Sell
6,711
-7,500
-53% -$399K 0.35% 41
2023
Q2 		$745K Buy
14,211
+8,358
+143% +$422K 0.69% 29
2023
Q1 		$288K Buy
5,853
+411
+8% +$19.5K 0.29% 63
2022
Q4 		$257K Buy
5,442
+705
+15% +$33.5K 0.29% 78
2022
Q3 		$205K Sell
4,737
-600
-11% -$26.3K 0.24% 94
2022
Q2 		$235K Buy
5,337
+300
+6% +$13.8K 0.23% 99
2022
Q1 		$250K Buy
5,037
+693
+16% +$32.5K 0.18% 95
2021
Q4 		$210K Sell
4,344
-1,461
-25% -$69.7K 0.11% 120
2021
Q3 		$270K Sell
5,805
-12,342
-68% -$595K 0.17% 88
2021
Q2 		$853K Buy
18,147
+11,568
+176% +$539K 0.51% 38
2021
Q1 		$298K Sell
6,579
-1,434
-18% -$66.4K 0.2% 80
2020
Q4 		$385K Buy
+8,013
New +$389K 0.26% 64
2018
Q2 		– Sell
-12,300
Closed -$365K – 85
2018
Q1 		$365K Buy
+12,300
New +$396K 0.14% 58
2017
Q2 		– Sell
-19,500
Closed -$469K – 65
2017
Q1 		$469K Buy
+19,500
New +$449K 0.23% 45

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

Sustainable Insight Capital Management's WMT Position: Q1 2026 in Review

Sustainable Insight Capital Management increased its Walmart Inc (WMT) stake by 78% in Q1 2026, buying an estimated $1.23M and bringing the position to 22,891 shares worth $2.84M. The position accounts for 0.96% of the portfolio, ranked #26.

Sustainable Insight Capital Management first reported a position in WMT in Q1 2017 and has held it in 23 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Sustainable Insight Capital Management held 22,891 shares of Walmart Inc worth $2.84M as of Q1 2026.
  • Sustainable Insight Capital Management bought 10,000 Walmart Inc shares in Q1 2026, an estimated $1.23M.
  • Walmart Inc made up 0.96% of Sustainable Insight Capital Management's portfolio in Q1 2026, its #26 holding.
  • Sustainable Insight Capital Management first reported a position in Walmart Inc in Q1 2017 and has held it in 23 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.