UBS AM’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.06B Sell
27,015,680
-63,025
-0.2% -$7.82M 0.56% 26
2026
Q1
$3.37B Buy
27,078,705
+784,540
+3% +$96.3M 0.7% 18
2025
Q4
$2.93B Sell
26,294,165
-2,103,047
-7% -$226M 0.62% 19
2025
Q3
$2.93B Sell
28,397,212
-1,354,562
-5% -$135M 0.64% 21
2025
Q2
$2.91B Buy
29,751,774
+3,025,215
+11% +$288M 0.59% 23
2025
Q1
$2.35B Buy
26,726,559
+809,213
+3% +$75.9M 0.6% 22
2024
Q4
$2.34B Buy
25,917,346
+2,643,413
+11% +$229M 0.55% 24
2024
Q3
$1.88B Buy
23,273,933
+228,121
+1% +$16.8M 0.48% 31
2024
Q2
$1.56B Buy
23,045,812
+6,179,538
+37% +$389M 0.45% 34
2024
Q1
$1.01B Sell
16,866,274
-3,130,448
-16% -$179M 0.36% 49
2023
Q4
$1.05B Sell
19,996,722
-955,098
-5% -$50.5M 0.41% 40
2023
Q3
$1.12B Buy
20,951,820
+5,209,248
+33% +$277M 0.5% 29
2023
Q2
$774M Hold
15,742,572
0.37% 50
2023
Q1
$774M Sell
15,742,572
-1,617,105
-9% -$76.8M 0.37% 50
2022
Q4
$820M Buy
17,359,677
+313,836
+2% +$14.9M 0.43% 42
2022
Q3
$737M Sell
17,045,841
-1,171,785
-6% -$51.3M 0.41% 41
2022
Q2
$738M Buy
18,217,626
+199,671
+1% +$9.21M 0.39% 51
2022
Q1
$894M Sell
18,017,955
-12,162
-0.1% -$571K 0.38% 46
2021
Q4
$870M Sell
18,030,117
-225,813
-1% -$10.8M 0.33% 56
2021
Q3
$848M Buy
18,255,930
+13,203
+0.1% +$636K 0.35% 52
2021
Q2
$858M Sell
18,242,727
-803,889
-4% -$37.4M 0.37% 53
2021
Q1
$862M Buy
19,046,616
+350,529
+2% +$16.2M 0.38% 47
2020
Q4
$898M Sell
18,696,087
-283,398
-1% -$13.8M 0.42% 37
2020
Q3
$885M Buy
18,979,485
+2,275,044
+14% +$101M 0.48% 37
2020
Q2
$667M Buy
16,704,441
+335,712
+2% +$13.8M 0.41% 46
2020
Q1
$620M Sell
16,368,729
-4,622,757
-22% -$178M 0.45% 41
2019
Q4
$832M Buy
20,991,486
+5,177,931
+33% +$206M 0.51% 35
2019
Q3
$626M Buy
15,813,555
+31,023
+0.2% +$1.17M 0.42% 45
2019
Q2
$581M Buy
15,782,532
+1,924,239
+14% +$66.3M 0.41% 44
2019
Q1
$451M Buy
13,858,293
+312,129
+2% +$10.1M 0.33% 59
2018
Q4
$421M Buy
13,546,164
+231,507
+2% +$7.42M 0.36% 54
2018
Q3
$417M Sell
13,314,657
-1,051,974
-7% -$32.2M 0.31% 62
2018
Q2
$410M Buy
14,366,631
+539,637
+4% +$15.3M 0.31% 60
2018
Q1
$410M Buy
13,826,994
+811,629
+6% +$26.1M 0.32% 62
2017
Q4
$428M Sell
13,015,365
-2,008,608
-13% -$61.5M 0.36% 56
2017
Q3
$391M Sell
15,023,973
-1,340,532
-8% -$35.2M 0.36% 60
2017
Q2
$413M Buy
16,364,505
+1,942,431
+13% +$49.3M 0.4% 49
2017
Q1
$347M Buy
14,422,074
+131,412
+0.9% +$3.02M 0.35% 53
2016
Q4
$329M Sell
14,290,662
-455,739
-3% -$10.6M 0.37% 53
2016
Q3
$355M Buy
14,746,401
+1,109,559
+8% +$26.9M 0.38% 52
2016
Q2
$332M Buy
13,636,842
+1,432,944
+12% +$33.2M 0.38% 57
2016
Q1
$279M Sell
12,203,898
-71,790
-0.6% -$1.57M 0.32% 68
2015
Q4
$251M Sell
12,275,688
-2,804,940
-19% -$56.3M 0.29% 76
2015
Q3
$326M Sell
15,080,628
-1,550,127
-9% -$35.6M 0.36% 60
2015
Q2
$393M Sell
16,630,755
-312,645
-2% -$7.97M 0.38% 58
2015
Q1
$465M Sell
16,943,400
-1,002,606
-6% -$28.4M 0.45% 45
2014
Q4
$514M Buy
17,946,006
+573,474
+3% +$15.5M 0.49% 39
2014
Q3
$443M Sell
17,372,532
-185,907
-1% -$4.69M 0.44% 46
2014
Q2
$439M Buy
17,558,439
+52,854
+0.3% +$1.36M 0.44% 48
2014
Q1
$446M Buy
17,505,585
+1,250,070
+8% +$31.4M 0.48% 43
2013
Q4
$426M Buy
16,255,515
+402,123
+3% +$10.4M 0.49% 39
2013
Q3
$391M Sell
15,853,392
-295,701
-2% -$7.45M 0.48% 42
2013
Q2
$401M Buy
+16,149,093
New +$414M 0.52% 39

Other funds holding WMT

UBS AM's WMT Position: Q2 2026 in Review

UBS AM reduced its Walmart Inc (WMT) stake by 0.23% in Q2 2026, selling an estimated $7.82M and leaving 27,015,680 shares worth $3.06B. The position accounts for 0.56% of the portfolio, ranked #26.

UBS AM first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.37B in Q1 2026. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • UBS AM held 27,015,680 shares of Walmart Inc worth $3.06B as of Q2 2026.
  • UBS AM sold 63,025 Walmart Inc shares in Q2 2026, an estimated $7.82M.
  • Walmart Inc made up 0.56% of UBS AM's portfolio in Q2 2026, its #26 holding.
  • UBS AM first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • UBS AM's Walmart Inc position peaked at $3.37B in Q1 2026.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.