Twin Focus Capital Partners’s Walmart Inc WMT Stock Holding History

Twin Focus Capital 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	–	Sell	-3,624	Closed	-$404K	–	198
2025 Q4	$404K	Buy	3,624 +101	+3%	+$10.8K	0.05%	145
2025 Q3	$363K	Hold	3,523	–	–	0.05%	143
2025 Q2	$344K	Hold	3,523	–	–	0.05%	129
2025 Q1	$309K	Hold	3,523	–	–	0.05%	126
2024 Q4	$318K	Hold	3,523	–	–	0.05%	120
2024 Q3	$284K	Hold	3,523	–	–	0.04%	125
2024 Q2	$239K	Hold	3,523	–	–	0.04%	127
2024 Q1	$212K	Buy	+3,523	New	+$202K	0.04%	133
2023 Q3	–	Sell	-6,381	Closed	-$334K	–	227
2023 Q2	$334K	Buy	6,381 +645	+11%	+$32.5K	0.07%	151
2023 Q1	$282K	Hold	5,736	–	–	0.06%	172
2022 Q4	$271K	Buy	5,736 +60	+1%	+$2.85K	0.06%	168
2022 Q3	$245K	Buy	5,676 +216	+4%	+$9.46K	0.06%	171
2022 Q2	$221K	Sell	5,460 -279	-5%	-$12.9K	0.05%	183
2022 Q1	$285K	Buy	5,739 +177	+3%	+$8.31K	0.06%	170
2021 Q4	$268K	Buy	+5,562	New	+$266K	0.05%	180
2021 Q3	–	Sell	-31,860	Closed	-$1.5M	–	200
2021 Q2	$1.5M	Buy	31,860 +1,749	+6%	+$81.5K	0.35%	49
2021 Q1	$1.36M	Sell	30,111 -30	-0.1%	-$1.39K	0.39%	47
2020 Q4	$1.45M	Buy	30,141 +30	+0.1%	+$1.46K	0.44%	39
2020 Q3	$1.4M	Sell	30,111 -270	-0.9%	-$12K	0.51%	41
2020 Q2	$1.21M	Buy	30,381 +198	+0.7%	+$8.14K	0.49%	42
2020 Q1	$1.14M	Buy	30,183 +183	+0.6%	+$7.04K	0.53%	37
2019 Q4	$1.19M	Hold	30,000	–	–	0.38%	49
2019 Q3	$1.19M	Hold	30,000	–	–	0.47%	41
2019 Q2	$1.1M	Hold	30,000	–	–	0.46%	43
2019 Q1	$975K	Sell	30,000 -30,000	-50%	-$973K	0.46%	41
2018 Q4	$1.86M	Buy	60,000 +30,000	+100%	+$962K	0.83%	28
2018 Q3	$939K	Hold	30,000	–	–	0.48%	40
2018 Q2	$857K	Hold	30,000	–	–	0.44%	43
2018 Q1	$890K	Hold	30,000	–	–	0.44%	43
2017 Q4	$988K	Hold	30,000	–	–	0.5%	40
2017 Q3	$781K	Hold	30,000	–	–	0.4%	46
2017 Q2	$757K	Hold	30,000	–	–	0.41%	45
2017 Q1	$721K	Sell	30,000 -24	-0.1%	-$552	0.43%	46
2016 Q4	$692K	Hold	30,024	–	–	0.45%	46
2016 Q3	$722K	Hold	30,024	–	–	0.5%	40
2016 Q2	$731K	Buy	+30,024	New	+$695K	0.58%	40

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Twin Focus Capital Partners's WMT Position: Q1 2026 in Review

Twin Focus Capital Partners sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 3,624 shares — an estimated $404K sold.

Twin Focus Capital Partners first reported a position in WMT in Q2 2016 and held it in 36 quarters. The position peaked at $1.86M in Q4 2018. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Twin Focus Capital Partners reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Twin Focus Capital Partners sold 3,624 Walmart Inc shares in Q1 2026, an estimated $404K.
Twin Focus Capital Partners first reported a position in Walmart Inc in Q2 2016 and held it in 36 quarters.
Twin Focus Capital Partners's Walmart Inc position peaked at $1.86M in Q4 2018.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Twin Focus Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.