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Tilia Fiduciary Partners’s Walmart Inc WMT Stock Holding History

Tilia Fiduciary Partners’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 		$4.56M Buy
36,701
+516
+1% +$63.4K 2.51% 6
2025
Q4 		$4.03M Sell
36,185
-198
-0.5% -$21.3K 2.23% 10
2025
Q3 		$3.75M Sell
36,383
-2,644
-7% -$263K 2.17% 8
2025
Q2 		$3.82M Buy
39,027
+408
+1% +$38.9K 2.33% 8
2025
Q1 		$3.39M Sell
38,619
-296
-0.8% -$27.8K 2.26% 9
2024
Q4 		$3.52M Sell
38,915
-369
-0.9% -$32K 2.4% 8
2024
Q3 		$3.17M Buy
39,284
+524
+1% +$38.5K 2.2% 7
2024
Q2 		$2.62M Buy
38,760
+1,915
+5% +$121K 2.05% 12
2024
Q1 		$2.22M Buy
36,845
+2,900
+9% +$166K 1.8% 19
2023
Q4 		$1.78M Buy
33,945
+1,086
+3% +$57.5K 1.66% 18
2023
Q3 		$1.75M Buy
32,859
+1,392
+4% +$74.1K 1.82% 14
2023
Q2 		$1.65M Buy
31,467
+4,020
+15% +$203K 1.47% 16
2023
Q1 		$1.35M Buy
27,447
+621
+2% +$29.5K 1.29% 22
2022
Q4 		$1.27M Buy
26,826
+204
+0.8% +$9.69K 1.22% 23
2022
Q3 		$1.18M Buy
26,622
+654
+3% +$28.6K 1.19% 22
2022
Q2 		$1.08M Buy
25,968
+1,467
+6% +$67.7K 1.03% 28
2022
Q1 		$1.22M Buy
24,501
+1,110
+5% +$52.1K 1.03% 27
2021
Q4 		$1.13M Buy
+23,391
New +$1.12M 0.91% 37

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

Tilia Fiduciary Partners's WMT Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Walmart Inc (WMT) stake by 1.4% in Q1 2026, buying an estimated $63.4K and bringing the position to 36,701 shares worth $4.56M. The position accounts for 2.51% of the portfolio, ranked #6.

Tilia Fiduciary Partners first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Tilia Fiduciary Partners held 36,701 shares of Walmart Inc worth $4.56M as of Q1 2026.
  • Tilia Fiduciary Partners bought 516 Walmart Inc shares in Q1 2026, an estimated $63.4K.
  • Walmart Inc made up 2.51% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #6 holding.
  • Tilia Fiduciary Partners first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.