Systematic Alpha Investments’s Walmart Inc WMT Stock Holding History

Systematic Alpha Investments’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	$5.48M	Hold	44,100	–	–	0.19%	60
2025 Q4	$4.91M	Hold	44,100	–	–	0.15%	61
2025 Q3	$4.54M	Hold	44,100	–	–	0.15%	62
2025 Q2	$4.31M	Hold	44,100	–	–	0.15%	62
2025 Q1	$3.87M	Hold	44,100	–	–	0.15%	62
2024 Q4	$3.98M	Hold	44,100	–	–	0.15%	63
2024 Q3	$3.56M	Hold	44,100	–	–	0.13%	65
2024 Q2	$2.99M	Hold	44,100	–	–	0.11%	66
2024 Q1	$2.65M	Hold	44,100	–	–	0.11%	67
2023 Q4	$2.32M	Hold	44,100	–	–	0.1%	70
2023 Q3	$2.35M	Hold	44,100	–	–	0.12%	68
2023 Q2	$2.31M	Hold	44,100	–	–	0.11%	68
2023 Q1	$2.17M	Hold	44,100	–	–	0.11%	70
2022 Q4	$2.08M	Hold	44,100	–	–	0.11%	75
2022 Q3	$1.91M	Hold	44,100	–	–	0.12%	71
2022 Q2	$1.79M	Hold	44,100	–	–	0.1%	74
2022 Q1	$2.19M	Hold	44,100	–	–	0.11%	75
2021 Q4	$2.13M	Hold	44,100	–	–	0.1%	76
2021 Q3	$2.2M	Hold	44,100	–	–	0.1%	76
2021 Q2	$2.19M	Hold	44,100	–	–	0.1%	78
2021 Q1	$2M	Sell	44,100 -17,700	-29%	-$820K	0.13%	78
2020 Q4	$2.97M	Buy	+61,800	New	+$3M	0.32%	59

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

Systematic Alpha Investments's WMT Position: Q1 2026 in Review

Systematic Alpha Investments held its Walmart Inc (WMT) position steady in Q1 2026 at 44,100 shares worth $5.48M. The position accounts for 0.19% of the portfolio, ranked #60.

Systematic Alpha Investments first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Systematic Alpha Investments held 44,100 shares of Walmart Inc worth $5.48M as of Q1 2026.
Systematic Alpha Investments left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.19% of Systematic Alpha Investments's portfolio in Q1 2026, its #60 holding.
Systematic Alpha Investments first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.