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 | $67M | Buy |
538,800
+113,200
| +27% | +$13.9M | 0.01% | 1358 |
|
|
2025
Q4 | $47.4M | Sell |
425,600
-148,860
| -26% | -$16M | 0.01% | 1680 |
|
|
2025
Q3 | $59.2M | Sell |
574,460
-91,950
| -14% | -$9.15M | 0.01% | 1454 |
|
|
2025
Q2 | $65.2M | Sell |
666,410
-380,536
| -36% | -$36.3M | 0.01% | 1282 |
|
|
2025
Q1 | $91.9M | Sell |
1,046,946
-85,454
| -8% | -$8.02M | 0.02% | 989 |
|
|
2024
Q4 | $102M | Sell |
1,132,400
-284,500
| -20% | -$24.7M | 0.02% | 913 |
|
|
2024
Q3 | $114M | Buy |
1,416,900
+439,768
| +45% | +$32.3M | 0.02% | 660 |
|
|
2024
Q2 | $66.2M | Sell |
977,132
-481,608
| -33% | -$30.3M | 0.02% | 858 |
|
|
2024
Q1 | $87.8M | Sell |
1,458,740
-1,171,444
| -45% | -$67M | 0.02% | 718 |
|
|
2023
Q4 | $138M | Buy |
2,630,184
+614,484
| +30% | +$32.5M | 0.04% | 444 |
|
|
2023
Q3 | $107M | Sell |
2,015,700
-312,000
| -13% | -$16.6M | 0.04% | 477 |
|
|
2023
Q2 | $122M | Sell |
2,327,700
-520,800
| -18% | -$26.3M | 0.04% | 415 |
|
|
2023
Q1 | $140M | Buy |
2,848,500
+190,200
| +7% | +$9.03M | 0.05% | 353 |
|
|
2022
Q4 | $126M | Buy |
2,658,300
+932,400
| +54% | +$44.3M | 0.05% | 409 |
|
|
2022
Q3 | $74.6M | Sell |
1,725,900
-44,100
| -2% | -$1.93M | 0.03% | 529 |
|
|
2022
Q2 | $71.7M | Buy |
1,770,000
+984,000
| +125% | +$45.4M | 0.03% | 561 |
|
|
2022
Q1 | $39M | Buy |
786,000
+591,000
| +303% | +$27.7M | 0.01% | 994 |
|
|
2021
Q4 | $9.4M | Sell |
195,000
-121,203
| -38% | -$5.79M | ﹤0.01% | 2191 |
|
|
2021
Q3 | $14.7M | Sell |
316,203
-23,400
| -7% | -$1.13M | ﹤0.01% | 1737 |
|
|
2021
Q2 | $16M | Sell |
339,603
-17,400
| -5% | -$810K | 0.01% | 1671 |
|
|
2021
Q1 | $16.2M | Buy |
357,003
+19,803
| +6% | +$917K | 0.01% | 1585 |
|
|
2020
Q4 | $16.2M | Buy |
337,200
+28,200
| +9% | +$1.37M | 0.01% | 1492 |
|
|
2020
Q3 | $14.4M | Sell |
309,000
-10,500
| -3% | -$467K | 0.01% | 1392 |
|
|
2020
Q2 | $12.8M | Buy |
319,500
+241,500
| +310% | +$9.93M | 0.01% | 1344 |
|
|
2020
Q1 | $2.95M | Buy |
78,000
+24,000
| +44% | +$923K | ﹤0.01% | 2392 |
|
|
2019
Q4 | $2.14M | Sell |
54,000
-1,350
| -2% | -$53.6K | ﹤0.01% | 3485 |
|
|
2019
Q3 | $2.19M | Buy |
55,350
+1,350
| +3% | +$51K | ﹤0.01% | 3197 |
|
|
2019
Q2 | $1.99M | Buy |
54,000
+53,400
| +8,900% | +$1.84M | ﹤0.01% | 3156 |
|
|
2019
Q1 | $20K | Sell |
600
-440,100
| -100% | -$14.3M | ﹤0.01% | 6314 |
|
|
2018
Q4 | $13.7M | Buy |
440,700
+148,500
| +51% | +$4.76M | 0.01% | 1347 |
|
|
2018
Q3 | $9.15M | Buy |
292,200
+269,700
| +1,199% | +$8.25M | ﹤0.01% | 1854 |
|
|
2018
Q2 | $642K | Sell |
22,500
-195,000
| -90% | -$5.54M | ﹤0.01% | 4133 |
|
|
2018
Q1 | $6.45M | Buy |
+217,500
| New | +$7M | ﹤0.01% | 2084 |
|
|
2017
Q4 | – | Sell |
-225,000
| Closed | -$5.86M | – | 8133 |
|
|
2017
Q3 | $5.86M | Sell |
225,000
-311,400
| -58% | -$8.17M | ﹤0.01% | 2071 |
|
|
2017
Q2 | $13.5M | Sell |
536,400
-108,120
| -17% | -$2.74M | 0.01% | 1298 |
|
|
2017
Q1 | $15.5M | Buy |
644,520
+231,420
| +56% | +$5.33M | 0.01% | 1193 |
|
|
2016
Q4 | $9.52M | Sell |
413,100
-864,678
| -68% | -$20.2M | 0.01% | 1536 |
|
|
2016
Q3 | $30.7M | Buy |
1,277,778
+1,129,878
| +764% | +$27.4M | 0.02% | 721 |
|
|
2016
Q2 | $3.6M | Buy |
147,900
+19,200
| +15% | +$444K | ﹤0.01% | 2268 |
|
|
2016
Q1 | $2.94M | Sell |
128,700
-430,200
| -77% | -$9.43M | ﹤0.01% | 2336 |
|
|
2015
Q4 | $11.4M | Buy |
558,900
+120,000
| +27% | +$2.41M | 0.01% | 1309 |
|
|
2015
Q3 | $9.49M | Sell |
438,900
-165,300
| -27% | -$3.79M | 0.01% | 1417 |
|
|
2015
Q2 | $14.3M | Buy |
604,200
+105,300
| +21% | +$2.68M | 0.01% | 1202 |
|
|
2015
Q1 | $13.7M | Sell |
498,900
-328,500
| -40% | -$9.32M | 0.01% | 1219 |
|
|
2014
Q4 | $23.7M | Buy |
+827,400
| New | +$22.4M | 0.02% | 895 |
|
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. 4,425 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.
- 4,425 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.