Tevis Investment Management’s Walmart Inc WMT Stock Holding History

Tevis Investment 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	$777K	Sell	6,240 -5,533	-47%	-$679K	0.44%	55
2025 Q4	$1.21M	Hold	11,773	–	–	0.73%	49
2025 Q3	$1.21M	Sell	11,773 -166	-1%	-$16.5K	0.73%	49
2025 Q2	$1.17M	Sell	11,939 -3,439	-22%	-$328K	0.75%	43
2025 Q1	$1.39M	Hold	15,378	–	–	1.03%	33
2024 Q4	$1.39M	Sell	15,378 -69	-0.4%	-$5.99K	1.03%	33
2024 Q3	$1.25M	Sell	15,447 -3,636	-19%	-$267K	0.92%	35
2024 Q2	$1.29M	Buy	19,083 +165	+0.9%	+$10.4K	1.04%	31
2024 Q1	$1.14M	Sell	18,918 -213	-1%	-$12.2K	0.97%	36
2023 Q4	$1.01M	Sell	19,131 -39	-0.2%	-$2.06K	0.93%	42
2023 Q3	$1.02M	Hold	19,170	–	–	1.04%	38
2023 Q2	$1M	Buy	19,170 +18	+0.1%	+$908	0.98%	38
2023 Q1	$941K	Hold	19,152	–	–	0.96%	38
2022 Q4	$905K	Sell	19,152 -96	-0.5%	-$4.56K	0.96%	39
2022 Q3	$831K	Buy	19,248 +186	+1%	+$8.15K	0.81%	45
2022 Q2	$778K	Buy	19,062 +6,852	+56%	+$316K	0.74%	45
2022 Q1	$603K	Sell	12,210 -66	-0.5%	-$3.1K	0.55%	55
2021 Q4	$592K	Buy	+12,276	New	+$586K	0.52%	58

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

Tevis Investment Management's WMT Position: Q1 2026 in Review

Tevis Investment Management reduced its Walmart Inc (WMT) stake by 47% in Q1 2026, selling an estimated $679K and leaving 6,240 shares worth $777K. The position accounts for 0.44% of the portfolio, ranked #55.

Tevis Investment Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q1 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Tevis Investment Management held 6,240 shares of Walmart Inc worth $777K as of Q1 2026.
Tevis Investment Management sold 5,533 Walmart Inc shares in Q1 2026, an estimated $679K.
Walmart Inc made up 0.44% of Tevis Investment Management's portfolio in Q1 2026, its #55 holding.
Tevis Investment Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
Tevis Investment Management's Walmart Inc position peaked at $1.39M in Q1 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.