UBS Group’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
Q1 | $2.49B | Sell |
20,057,124
-3,661,052
| -15% | -$449M | 0.37% | 34 |
|
|
2025
Q4 | $2.64B | Buy |
23,718,176
+5,446,079
| +30% | +$585M | 0.43% | 21 |
|
|
2025
Q3 | $1.88B | Sell |
18,272,097
-1,509,855
| -8% | -$150M | 0.3% | 43 |
|
|
2025
Q2 | $1.93B | Sell |
19,781,952
-1,040,322
| -5% | -$99.1M | 0.33% | 38 |
|
|
2025
Q1 | $1.83B | Buy |
20,822,274
+64,019
| +0.3% | +$6.01M | 0.34% | 40 |
|
|
2024
Q4 | $1.88B | Buy |
20,758,255
+2,302,106
| +12% | +$200M | 0.35% | 36 |
|
|
2024
Q3 | $1.49B | Sell |
18,456,149
-617,276
| -3% | -$45.3M | 0.32% | 51 |
|
|
2024
Q2 | $1.29B | Buy |
19,073,425
+1,650,488
| +9% | +$104M | 0.32% | 51 |
|
|
2024
Q1 | $1.05B | Buy |
17,422,937
+3,451,559
| +25% | +$197M | 0.26% | 61 |
|
|
2023
Q4 | $734M | Sell |
13,971,378
-1,024,803
| -7% | -$54.2M | 0.22% | 88 |
|
|
2023
Q3 | $799M | Buy |
14,996,181
+1,534,317
| +11% | +$81.6M | 0.28% | 62 |
|
|
2023
Q2 | $705M | Sell |
13,461,864
-1,424,361
| -10% | -$71.9M | 0.24% | 91 |
|
|
2023
Q1 | $732M | Buy |
14,886,225
+141,141
| +1% | +$6.7M | 0.27% | 77 |
|
|
2022
Q4 | $697M | Buy |
14,745,084
+2,082,078
| +16% | +$98.9M | 0.26% | 75 |
|
|
2022
Q3 | $547M | Sell |
12,663,006
-2,009,916
| -14% | -$88M | 0.24% | 89 |
|
|
2022
Q2 | $595M | Buy |
14,672,922
+2,319,054
| +19% | +$107M | 0.24% | 91 |
|
|
2022
Q1 | $613M | Sell |
12,353,868
-548,256
| -4% | -$25.7M | 0.2% | 107 |
|
|
2021
Q4 | $622M | Sell |
12,902,124
-1,353,900
| -9% | -$64.6M | 0.18% | 119 |
|
|
2021
Q3 | $662M | Sell |
14,256,024
-1,108,668
| -7% | -$53.4M | 0.21% | 106 |
|
|
2021
Q2 | $722M | Buy |
15,364,692
+165,729
| +1% | +$7.72M | 0.23% | 94 |
|
|
2021
Q1 | $688M | Buy |
15,198,963
+1,926,969
| +15% | +$89.3M | 0.23% | 100 |
|
|
2020
Q4 | $638M | Sell |
13,271,994
-1,087,302
| -8% | -$52.8M | 0.22% | 105 |
|
|
2020
Q3 | $670M | Buy |
14,359,296
+707,937
| +5% | +$31.5M | 0.25% | 93 |
|
|
2020
Q2 | $545M | Sell |
13,651,359
-1,768,071
| -11% | -$72.7M | 0.23% | 99 |
|
|
2020
Q1 | $584M | Buy |
15,419,430
+3,229,692
| +26% | +$124M | 0.28% | 78 |
|
|
2019
Q4 | $483M | Buy |
12,189,738
+1,253,595
| +11% | +$49.8M | 0.17% | 142 |
|
|
2019
Q3 | $433M | Sell |
10,936,143
-120,399
| -1% | -$4.54M | 0.17% | 135 |
|
|
2019
Q2 | $407M | Sell |
11,056,542
-470,451
| -4% | -$16.2M | 0.16% | 143 |
|
|
2019
Q1 | $375M | Sell |
11,526,993
-81,564
| -0.7% | -$2.64M | 0.15% | 148 |
|
|
2018
Q4 | $360M | Buy |
11,608,557
+278,706
| +2% | +$8.94M | 0.16% | 136 |
|
|
2018
Q3 | $355M | Sell |
11,329,851
-397,452
| -3% | -$12.2M | 0.14% | 162 |
|
|
2018
Q2 | $335M | Buy |
11,727,303
+1,639,938
| +16% | +$46.6M | 0.15% | 166 |
|
|
2018
Q1 | $299M | Sell |
10,087,365
-176,154
| -2% | -$5.67M | 0.13% | 177 |
|
|
2017
Q4 | $338M | Buy |
10,263,519
+454,617
| +5% | +$13.9M | 0.14% | 171 |
|
|
2017
Q3 | $255M | Buy |
9,808,902
+2,958
| +0% | +$77.6K | 0.12% | 185 |
|
|
2017
Q2 | $247M | Buy |
9,805,944
+259,860
| +3% | +$6.6M | 0.13% | 180 |
|
|
2017
Q1 | $229M | Sell |
9,546,084
-836,895
| -8% | -$19.3M | 0.13% | 190 |
|
|
2016
Q4 | $239M | Sell |
10,382,979
-389,745
| -4% | -$9.1M | 0.13% | 176 |
|
|
2016
Q3 | $259M | Sell |
10,772,724
-284,745
| -3% | -$6.91M | 0.15% | 154 |
|
|
2016
Q2 | $269M | Sell |
11,057,469
-770,487
| -7% | -$17.8M | 0.17% | 141 |
|
|
2016
Q1 | $270M | Sell |
11,827,956
-238,275
| -2% | -$5.22M | 0.18% | 127 |
|
|
2015
Q4 | $247M | Buy |
12,066,231
+3,135,405
| +35% | +$62.9M | 0.16% | 139 |
|
|
2015
Q3 | $193M | Buy |
8,930,826
+1,727,997
| +24% | +$39.6M | 0.14% | 166 |
|
|
2015
Q2 | $170M | Sell |
7,202,829
-237,012
| -3% | -$6.04M | 0.11% | 204 |
|
|
2015
Q1 | $204M | Sell |
7,439,841
-311,040
| -4% | -$8.82M | 0.14% | 169 |
|
|
2014
Q4 | $222M | Buy |
+7,750,881
| New | +$209M | 0.16% | 155 |
|
Other funds holding WMT
VCM
VPM
UBS Group's WMT Position: Q1 2026 in Review
UBS Group reduced its Walmart Inc (WMT) stake by 15% in Q1 2026, selling an estimated $449M and leaving 20,057,124 shares worth $2.49B. The position accounts for 0.37% of the portfolio, ranked #34.
UBS Group first reported a position in WMT in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.64B in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- UBS Group held 20,057,124 shares of Walmart Inc worth $2.49B as of Q1 2026.
- UBS Group sold 3,661,052 Walmart Inc shares in Q1 2026, an estimated $449M.
- Walmart Inc made up 0.37% of UBS Group's portfolio in Q1 2026, its #34 holding.
- UBS Group first reported a position in Walmart Inc in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Walmart Inc position peaked at $2.64B in Q4 2025.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.