Twin Lakes Capital Management’s Walmart Inc WMT Stock Holding History

Twin Lakes Capital 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	$347K	Sell	2,792 -545	-16%	-$66.9K	0.16%	69
2025 Q4	$372K	Sell	3,337 -161	-5%	-$17.3K	0.17%	68
2025 Q3	$361K	Hold	3,498	–	–	0.17%	69
2025 Q2	$342K	Hold	3,498	–	–	0.21%	65
2025 Q1	$307K	Hold	3,498	–	–	0.21%	64
2024 Q4	$316K	Hold	3,498	–	–	0.2%	65
2024 Q3	$282K	Hold	3,498	–	–	0.18%	72
2024 Q2	$237K	Hold	3,498	–	–	0.16%	74
2024 Q1	$210K	Hold	3,498	–	–	0.14%	82
2023 Q4	$184K	Hold	3,498	–	–	0.13%	86
2023 Q3	$186K	Hold	3,498	–	–	0.14%	80
2023 Q2	$183K	Hold	3,498	–	–	0.13%	86
2023 Q1	$172K	Hold	3,498	–	–	0.13%	90
2022 Q4	$165K	Hold	3,498	–	–	0.13%	89
2022 Q3	$151K	Hold	3,498	–	–	0.12%	93
2022 Q2	$142K	Hold	3,498	–	–	0.1%	80
2022 Q1	$174K	Hold	3,498	–	–	0.1%	101
2021 Q4	$169K	Hold	3,498	–	–	0.09%	106
2021 Q3	$163K	Buy	+3,498	New	+$169K	0.1%	101

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 Lakes Capital Management's WMT Position: Q1 2026 in Review

Twin Lakes Capital Management reduced its Walmart Inc (WMT) stake by 16% in Q1 2026, selling an estimated $66.9K and leaving 2,792 shares worth $347K. The position accounts for 0.16% of the portfolio, ranked #69.

Twin Lakes Capital Management first reported a position in WMT in Q3 2021 and has held it in 19 quarters since. The position peaked at $372K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Twin Lakes Capital Management held 2,792 shares of Walmart Inc worth $347K as of Q1 2026.
Twin Lakes Capital Management sold 545 Walmart Inc shares in Q1 2026, an estimated $66.9K.
Walmart Inc made up 0.16% of Twin Lakes Capital Management's portfolio in Q1 2026, its #69 holding.
Twin Lakes Capital Management first reported a position in Walmart Inc in Q3 2021 and has held it in 19 quarters since.
Twin Lakes Capital Management's Walmart Inc position peaked at $372K in Q4 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.