Tarbox Family Office’s Walmart Inc WMT Stock Holding History

Tarbox Family Office’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	$217K	Sell	1,748 -1,539	-47%	-$189K	0.04%	93
2025 Q4	$366K	Sell	3,287 -70	-2%	-$7.52K	0.06%	82
2025 Q3	$346K	Hold	3,357	–	–	0.05%	91
2025 Q2	$328K	Hold	3,357	–	–	0.05%	94
2025 Q1	$295K	Sell	3,357 -22	-0.7%	-$2.06K	0.05%	97
2024 Q4	$305K	Buy	3,379 +22	+0.7%	+$1.91K	0.05%	90
2024 Q3	$271K	Buy	+3,357	New	+$247K	0.04%	101
2022 Q2	–	Sell	-1,860	Closed	-$92K	–	982
2022 Q1	$92K	Sell	1,860 -756	-29%	-$35.5K	0.02%	130
2021 Q4	$126K	Hold	2,616	–	–	0.02%	146
2021 Q3	$122K	Sell	2,616 -180	-6%	-$8.67K	0.02%	163
2021 Q2	$131K	Hold	2,796	–	–	0.02%	160
2021 Q1	$127K	Buy	2,796 +48	+2%	+$2.22K	0.03%	139
2020 Q4	$132K	Buy	2,748 +180	+7%	+$8.74K	0.03%	135
2020 Q3	$120K	Buy	2,568 +15	+0.6%	+$667	0.03%	134
2020 Q2	$102K	Buy	2,553 +549	+27%	+$22.6K	0.03%	139
2020 Q1	$76K	Buy	2,004 +93	+5%	+$3.58K	0.02%	143
2019 Q4	$76K	Sell	1,911 -72	-4%	-$2.86K	0.02%	155
2019 Q3	$78K	Hold	1,983	–	–	0.02%	132
2019 Q2	$73K	Buy	1,983 +270	+16%	+$9.3K	0.02%	144
2019 Q1	$56K	Hold	1,713	–	–	0.02%	142
2018 Q4	$53K	Sell	1,713 -99	-5%	-$3.17K	0.02%	140
2018 Q3	$57K	Hold	1,812	–	–	0.02%	150
2018 Q2	$52K	Sell	1,812 -81	-4%	-$2.3K	0.02%	151
2018 Q1	$56K	Buy	1,893 +159	+9%	+$5.11K	0.02%	150
2017 Q4	$57K	Buy	1,734 +21	+1%	+$643	0.02%	160
2017 Q3	$45K	Buy	1,713 +159	+10%	+$4.17K	0.02%	164
2017 Q2	$39K	Hold	1,554	–	–	0.02%	161
2017 Q1	$37K	Hold	1,554	–	–	0.02%	156
2016 Q4	$36K	Hold	1,554	–	–	0.02%	132
2016 Q3	$37K	Hold	1,554	–	–	0.02%	123
2016 Q2	$38K	Hold	1,554	–	–	0.03%	120
2016 Q1	$35K	Sell	1,554 -36	-2%	-$789	0.03%	130
2015 Q4	$32K	Buy	1,590 +102	+7%	+$2.05K	0.03%	115
2015 Q3	$32K	Sell	1,488 -66	-4%	-$1.51K	0.03%	117
2015 Q2	$37K	Sell	1,554 -18	-1%	-$459	0.03%	115
2015 Q1	$43K	Sell	1,572 -912	-37%	-$25.9K	0.04%	107
2014 Q4	$71K	Sell	2,484 -1,863	-43%	-$50.3K	0.07%	79
2014 Q3	$111K	Buy	4,347 +138	+3%	+$3.48K	0.1%	69
2014 Q2	$105K	Hold	4,209	–	–	0.09%	72
2014 Q1	$108K	Sell	4,209 -1,305	-24%	-$32.8K	0.1%	78
2013 Q4	$145K	Buy	+5,514	New	+$142K	0.12%	77

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

Tarbox Family Office's WMT Position: Q1 2026 in Review

Tarbox Family Office reduced its Walmart Inc (WMT) stake by 47% in Q1 2026, selling an estimated $189K and leaving 1,748 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #93.

Tarbox Family Office first reported a position in WMT in Q4 2013 and has held it in 41 quarters since. The position peaked at $366K in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Tarbox Family Office held 1,748 shares of Walmart Inc worth $217K as of Q1 2026.
Tarbox Family Office sold 1,539 Walmart Inc shares in Q1 2026, an estimated $189K.
Walmart Inc made up 0.04% of Tarbox Family Office's portfolio in Q1 2026, its #93 holding.
Tarbox Family Office first reported a position in Walmart Inc in Q4 2013 and has held it in 41 quarters since.
Tarbox Family Office's Walmart Inc position peaked at $366K in Q4 2025.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.