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Tandem Financial’s Walmart Inc WMT Stock Holding History

Tandem Financial’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 		$259K Buy
+2,083
New +$256K 0.08% 89
2025
Q4 		– Sell
-2,083
Closed -$215K – 93
2025
Q3 		$215K Hold
2,083
– – 0.08% 87
2025
Q2 		$204K Buy
+2,083
New +$198K 0.19% 48
2025
Q1 		– Sell
-2,083
Closed -$189K – 78
2024
Q4 		$189K Buy
+2,083
New +$181K 0.2% 54

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

Tandem Financial's WMT Position: Q1 2026 in Review

Tandem Financial opened a new position in Walmart Inc (WMT) in Q1 2026: 2,083 shares worth $259K. The stake represents 0.08% of the portfolio and ranks #89 among its holdings. This is a return to the name: Tandem Financial previously reported a position in WMT as recently as Q3 2025.

Tandem Financial first reported a position in WMT in Q4 2024 and has held it in 4 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Tandem Financial held 2,083 shares of Walmart Inc worth $259K as of Q1 2026.
  • Walmart Inc was a new Tandem Financial position in Q1 2026.
  • Walmart Inc made up 0.08% of Tandem Financial's portfolio in Q1 2026, its #89 holding.
  • Tandem Financial first reported a position in Walmart Inc in Q4 2024 and has held it in 4 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.