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Syntax Research’s Walmart Inc WMT Stock Holding History

Syntax Research’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 		$6.21K Hold
50
– – ﹤0.01% 157
2025
Q4 		$5.57K Hold
50
– – ﹤0.01% 160
2025
Q3 		$5.15K Hold
50
– – ﹤0.01% 163
2025
Q2 		$4.89K Hold
50
– – ﹤0.01% 160
2025
Q1 		$4.39K Hold
50
– – ﹤0.01% 164
2024
Q4 		$4.52K Buy
50
+35
+233% +$3.04K ﹤0.01% 170
2024
Q3 		$1.21K Buy
+15
New +$1.1K ﹤0.01% 184

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

Syntax Research's WMT Position: Q1 2026 in Review

Syntax Research held its Walmart Inc (WMT) position steady in Q1 2026 at 50 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Syntax Research first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Syntax Research held 50 shares of Walmart Inc worth $6.21K as of Q1 2026.
  • Syntax Research left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up ﹤0.01% of Syntax Research's portfolio in Q1 2026, its #157 holding.
  • Syntax Research first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Syntax Research's 13F filing for Q1 2026, filed 24 Apr 2026.