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Trail Ridge Investment Advisors’s Walmart Inc WMT Stock Holding History

Trail Ridge Investment Advisors’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 		$475K Buy
3,826
+215
+6% +$26.4K 0.21% 74
2025
Q4 		$402K Buy
3,611
+110
+3% +$11.8K 0.17% 80
2025
Q3 		$361K Buy
3,501
+170
+5% +$16.9K 0.16% 85
2025
Q2 		$326K Sell
3,331
-496
-13% -$47.3K 0.16% 83
2025
Q1 		$336K Sell
3,827
-700
-15% -$65.7K 0.17% 80
2024
Q4 		$409K Buy
4,527
+215
+5% +$18.7K 0.19% 82
2024
Q3 		$359K Buy
4,312
+18
+0.4% +$1.32K 0.17% 86
2024
Q2 		$291K Buy
4,294
+559
+15% +$35.2K 0.15% 90
2024
Q1 		$225K Buy
+3,735
New +$214K 0.13% 97
2023
Q3 		– Sell
-6,600
Closed -$346K – 117
2023
Q2 		$346K Hold
6,600
– – 0.21% 88
2023
Q1 		$324K Sell
6,600
-168
-2% -$7.97K 0.21% 93
2022
Q4 		$320K Hold
6,768
– – 0.22% 95
2022
Q3 		$322K Sell
6,768
-1,725
-20% -$75.6K 0.21% 106
2022
Q2 		$344K Hold
8,493
– – 0.23% 106
2022
Q1 		$422K Sell
8,493
-81
-0.9% -$3.8K 0.26% 99
2021
Q4 		$414K Buy
+8,574
New +$409K 0.25% 94

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

Trail Ridge Investment Advisors's WMT Position: Q1 2026 in Review

Trail Ridge Investment Advisors increased its Walmart Inc (WMT) stake by 6% in Q1 2026, buying an estimated $26.4K and bringing the position to 3,826 shares worth $475K. The position accounts for 0.21% of the portfolio, ranked #74.

Trail Ridge Investment Advisors first reported a position in WMT in Q4 2021 and has held it in 16 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Trail Ridge Investment Advisors held 3,826 shares of Walmart Inc worth $475K as of Q1 2026.
  • Trail Ridge Investment Advisors bought 215 Walmart Inc shares in Q1 2026, an estimated $26.4K.
  • Walmart Inc made up 0.21% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #74 holding.
  • Trail Ridge Investment Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 16 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.