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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
Q2 		$707K Hold
6,240
– – 0.39% 62
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tevis Investment Management's WMT Position: Q2 2026 in Review

Tevis Investment Management held its Walmart Inc (WMT) position steady in Q2 2026 at 6,240 shares worth $707K. The position accounts for 0.39% of the portfolio, ranked #62.

Tevis Investment Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.39M in Q1 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Tevis Investment Management held 6,240 shares of Walmart Inc worth $707K as of Q2 2026.
  • Tevis Investment Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.39% of Tevis Investment Management's portfolio in Q2 2026, its #62 holding.
  • Tevis Investment Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 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 Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.