TD Capital Management’s Walmart Inc WMT Stock Holding History

TD Capital Management’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	$2.56M	Buy	20,587 +3,485	+20%	+$428K	0.23%	51
2025 Q4	$1.91M	Buy	17,102 +649	+4%	+$69.7K	0.17%	56
2025 Q3	$1.7M	Sell	16,453 -3,935	-19%	-$392K	0.15%	56
2025 Q2	$1.99M	Sell	20,388 -364	-2%	-$34.7K	0.19%	52
2025 Q1	$1.82M	Buy	20,752 +1,508	+8%	+$141K	0.18%	51
2024 Q4	$1.74M	Sell	19,244 -3,116	-14%	-$270K	0.18%	51
2024 Q3	$1.81M	Buy	22,360 +13	+0.1%	+$955	0.18%	49
2024 Q2	$1.51M	Sell	22,347 -9,941	-31%	-$626K	0.16%	48
2024 Q1	$1.94M	Buy	32,288 +10,835	+51%	+$620K	0.21%	46
2023 Q4	$1.13M	Buy	21,453 +5,655	+36%	+$299K	0.13%	48
2023 Q3	$842K	Buy	15,798 +18	+0.1%	+$958	0.1%	50
2023 Q2	$827K	Sell	15,780 -8,931	-36%	-$451K	0.1%	50
2023 Q1	$1.21M	Buy	24,711 +7,233	+41%	+$343K	0.15%	43
2022 Q4	$826K	Buy	17,478 +162	+0.9%	+$7.69K	0.11%	45
2022 Q3	$749K	Buy	17,316 +6	+0%	+$263	0.1%	44
2022 Q2	$702K	Buy	17,310 +9	+0.1%	+$415	0.1%	50
2022 Q1	$859K	Buy	17,301 +1,311	+8%	+$61.5K	0.1%	43
2021 Q4	$771K	Hold	15,990	–	–	0.09%	45
2021 Q3	$743K	Buy	15,990 +3	+0%	+$145	0.09%	44
2021 Q2	$751K	Sell	15,987 -3,570	-18%	-$166K	0.09%	43
2021 Q1	$886K	Buy	19,557 +5,583	+40%	+$259K	0.12%	36
2020 Q4	$671K	Sell	13,974 -774	-5%	-$37.6K	0.09%	40
2020 Q3	$688K	Sell	14,748 -4,407	-23%	-$196K	0.1%	36
2020 Q2	$765K	Buy	19,155 +6,753	+54%	+$278K	0.13%	33
2020 Q1	$470K	Sell	12,402 -2,688	-18%	-$103K	0.09%	40
2019 Q4	$598K	Hold	15,090	–	–	0.1%	38
2019 Q3	$597K	Sell	15,090 -5,646	-27%	-$213K	0.11%	41
2019 Q2	$764K	Sell	20,736 -6	-0%	-$207	0.16%	33
2019 Q1	$674K	Buy	20,742 +12,648	+156%	+$410K	0.14%	35
2018 Q4	$251K	Buy	8,094 +639	+9%	+$20.5K	0.06%	46
2018 Q3	$233K	Sell	7,455 -300	-4%	-$9.18K	0.06%	48
2018 Q2	$221K	Hold	7,755	–	–	0.06%	44
2018 Q1	$230K	Sell	7,755 -1,104	-12%	-$35.5K	0.07%	44
2017 Q4	$292K	Buy	8,859 +1,944	+28%	+$59.5K	0.08%	41
2017 Q3	$180K	Sell	6,915 -600	-8%	-$15.7K	0.05%	47
2017 Q2	$190K	Sell	7,515 -720	-9%	-$18.3K	0.06%	46
2017 Q1	$198K	Buy	8,235 +7,722	+1,505%	+$178K	0.06%	47
2016 Q4	$12K	Hold	513	–	–	﹤0.01%	108
2016 Q3	$12K	Hold	513	–	–	﹤0.01%	102
2016 Q2	$12K	Hold	513	–	–	﹤0.01%	104
2016 Q1	$12K	Hold	513	–	–	﹤0.01%	105
2015 Q4	$10K	Hold	513	–	–	﹤0.01%	108
2015 Q3	$11K	Hold	513	–	–	﹤0.01%	113
2015 Q2	$12K	Hold	513	–	–	﹤0.01%	115
2015 Q1	$14K	Hold	513	–	–	﹤0.01%	114
2014 Q4	$15K	Hold	513	–	–	﹤0.01%	118
2014 Q3	$13K	Hold	513	–	–	﹤0.01%	118
2014 Q2	$13K	Buy	513 +6	+1%	+$154	﹤0.01%	122
2014 Q1	$13K	Buy	507 +3	+0.6%	+$75	﹤0.01%	121
2013 Q4	$13K	Sell	504 -4,227	-89%	-$109K	﹤0.01%	124
2013 Q3	$117K	Buy	4,731 +6	+0.1%	+$151	0.03%	76
2013 Q2	$117K	Buy	+4,725	New	+$121K	0.03%	68

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

TD Capital Management's WMT Position: Q1 2026 in Review

TD Capital Management increased its Walmart Inc (WMT) stake by 20% in Q1 2026, buying an estimated $428K and bringing the position to 20,587 shares worth $2.56M. The position accounts for 0.23% of the portfolio, ranked #51.

TD Capital Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

TD Capital Management held 20,587 shares of Walmart Inc worth $2.56M as of Q1 2026.
TD Capital Management bought 3,485 Walmart Inc shares in Q1 2026, an estimated $428K.
Walmart Inc made up 0.23% of TD Capital Management's portfolio in Q1 2026, its #51 holding.
TD Capital Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.