Tacita Capital’s Walmart Inc WMT Stock Holding History

Tacita Capital’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	$205K	Hold	1,650	–	–	0.12%	84
2025 Q4	$184K	Hold	1,650	–	–	0.11%	88
2025 Q3	$170K	Buy	1,650 +105	+7%	+$10.5K	0.1%	86
2025 Q2	$151K	Buy	1,545 +945	+158%	+$90K	0.1%	89
2025 Q1	$52.7K	Hold	600	–	–	0.04%	124
2024 Q4	$54.2K	Hold	600	–	–	0.04%	120
2024 Q3	$48.5K	Hold	600	–	–	0.03%	148
2024 Q2	$40.6K	Hold	600	–	–	0.03%	154
2024 Q1	$36.1K	Hold	600	–	–	0.03%	162
2023 Q4	$31.5K	Hold	600	–	–	0.02%	164
2023 Q3	$32K	Hold	600	–	–	0.03%	158
2023 Q2	$31K	Hold	600	–	–	0.02%	155
2023 Q1	$29K	Hold	600	–	–	0.02%	152
2022 Q4	$28K	Hold	600	–	–	0.02%	159
2022 Q3	$26K	Hold	600	–	–	0.02%	156
2022 Q2	$24K	Hold	600	–	–	0.02%	165
2022 Q1	$30K	Buy	600 +300	+100%	+$14.1K	0.02%	166
2021 Q4	$14K	Hold	300	–	–	0.01%	177
2021 Q3	$14K	Sell	300 -600	-67%	-$28.9K	0.01%	170
2021 Q2	$42K	Sell	900 -1,254	-58%	-$58.4K	0.03%	156
2021 Q1	$98K	Hold	2,154	–	–	0.06%	111
2020 Q4	$103K	Buy	+2,154	New	+$105K	0.07%	104

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

Tacita Capital's WMT Position: Q1 2026 in Review

Tacita Capital held its Walmart Inc (WMT) position steady in Q1 2026 at 1,650 shares worth $205K. The position accounts for 0.12% of the portfolio, ranked #84.

Tacita Capital first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Tacita Capital held 1,650 shares of Walmart Inc worth $205K as of Q1 2026.
Tacita Capital left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.12% of Tacita Capital's portfolio in Q1 2026, its #84 holding.
Tacita Capital first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.