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Total Investment Management’s Walmart Inc WMT Stock Holding History

Total 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 		$1.9M Buy
15,323
+312
+2% +$38.3K 0.22% 20
2025
Q4 		$1.67M Sell
15,011
-3,750
-20% -$403K 0.21% 18
2025
Q3 		$1.93M Sell
18,761
-44
-0.2% -$4.38K 0.25% 18
2025
Q2 		$1.84M Buy
18,805
+140
+0.8% +$13.3K 0.27% 16
2025
Q1 		$1.64M Sell
18,665
-105
-0.6% -$9.85K 0.21% 19
2024
Q4 		$1.7M Buy
18,770
+14,846
+378% +$1.29M 0.24% 21
2024
Q3 		$317K Buy
3,924
+8
+0.2% +$588 0.04% 49
2024
Q2 		$265K Sell
3,916
-505
-11% -$31.8K 0.03% 53
2024
Q1 		$266K Buy
4,421
+539
+14% +$30.8K 0.03% 58
2023
Q4 		$204K Buy
+3,882
New +$205K 0.03% 67

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

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

Total Investment Management increased its Walmart Inc (WMT) stake by 2.1% in Q1 2026, buying an estimated $38.3K and bringing the position to 15,323 shares worth $1.9M. The position accounts for 0.22% of the portfolio, ranked #20.

Total Investment Management first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.93M in Q3 2025. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Total Investment Management held 15,323 shares of Walmart Inc worth $1.9M as of Q1 2026.
  • Total Investment Management bought 312 Walmart Inc shares in Q1 2026, an estimated $38.3K.
  • Walmart Inc made up 0.22% of Total Investment Management's portfolio in Q1 2026, its #20 holding.
  • Total Investment Management first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • Total Investment Management's Walmart Inc position peaked at $1.93M in Q3 2025.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Total Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.