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Tortoise Investment Management’s Walmart Inc WMT Stock Holding History

Tortoise 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
2015
Q3 		– Sell
-6,000
Closed -$1K – 435
2015
Q2 		$1K Buy
6,000
+1,500
+33% +$38.2K ﹤0.01% 420
2015
Q1 		$1K Sell
4,500
-9,600
-68% -$272K ﹤0.01% 406
2014
Q4 		$1K Buy
+14,100
New +$381K ﹤0.01% 454
2014
Q3 		– Sell
-8,100
Closed -$1K – 425
2014
Q2 		$1K Buy
8,100
+3,000
+59% +$77.1K ﹤0.01% 412
2014
Q1 		$2K Sell
5,100
-9,000
-64% -$226K ﹤0.01% 330
2013
Q4 		$2K Buy
14,100
+5,100
+57% +$132K ﹤0.01% 305
2013
Q3 		$1K Buy
+9,000
New +$227K ﹤0.01% 347

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tortoise Investment Management's WMT Position: Q4 2025 in Review

Tortoise Investment Management sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 848 shares — an estimated $87.4K sold.

Tortoise Investment Management first reported a position in WMT in Q2 2013 and held it in 40 quarters. The position peaked at $560K in Q4 2014. 4,391 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • Tortoise Investment Management reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 848 Walmart Inc shares in Q4 2025, an estimated $87.4K.
  • Tortoise Investment Management first reported a position in Walmart Inc in Q2 2013 and held it in 40 quarters.
  • Tortoise Investment Management's Walmart Inc position peaked at $560K in Q4 2014.
  • 4,391 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.