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 | $119M | Buy |
959,300
+155,400
| +19% | +$19.1M | 0.02% | 927 |
|
|
2025
Q4 | $89.6M | Sell |
803,900
-263,700
| -25% | -$28.3M | 0.01% | 1099 |
|
|
2025
Q3 | $110M | Sell |
1,067,600
-141,300
| -12% | -$14.1M | 0.02% | 958 |
|
|
2025
Q2 | $118M | Sell |
1,208,900
-861,736
| -42% | -$82.1M | 0.02% | 850 |
|
|
2025
Q1 | $182M | Sell |
2,070,636
-218,364
| -10% | -$20.5M | 0.03% | 563 |
|
|
2024
Q4 | $207M | Sell |
2,289,000
-368,300
| -14% | -$32M | 0.04% | 493 |
|
|
2024
Q3 | $215M | Buy |
2,657,300
+1,205,800
| +83% | +$88.6M | 0.05% | 378 |
|
|
2024
Q2 | $98.3M | Sell |
1,451,500
-722,300
| -33% | -$45.5M | 0.02% | 660 |
|
|
2024
Q1 | $131M | Sell |
2,173,800
-2,377,824
| -52% | -$136M | 0.03% | 523 |
|
|
2023
Q4 | $239M | Buy |
4,551,624
+268,824
| +6% | +$14.2M | 0.07% | 286 |
|
|
2023
Q3 | $228M | Buy |
4,282,800
+511,200
| +14% | +$27.2M | 0.08% | 250 |
|
|
2023
Q2 | $198M | Sell |
3,771,600
-2,395,800
| -39% | -$121M | 0.07% | 282 |
|
|
2023
Q1 | $303M | Buy |
6,167,400
+416,100
| +7% | +$19.7M | 0.11% | 184 |
|
|
2022
Q4 | $272M | Buy |
5,751,300
+2,495,700
| +77% | +$119M | 0.1% | 210 |
|
|
2022
Q3 | $141M | Buy |
3,255,600
+1,027,500
| +46% | +$45M | 0.06% | 311 |
|
|
2022
Q2 | $90.3M | Buy |
2,228,100
+201,600
| +10% | +$9.3M | 0.04% | 488 |
|
|
2022
Q1 | $101M | Buy |
2,026,500
+292,800
| +17% | +$13.7M | 0.03% | 524 |
|
|
2021
Q4 | $83.6M | Buy |
1,733,700
+871,488
| +101% | +$41.6M | 0.02% | 676 |
|
|
2021
Q3 | $40.1M | Sell |
862,212
-141,000
| -14% | -$6.79M | 0.01% | 1006 |
|
|
2021
Q2 | $47.2M | Sell |
1,003,212
-241,500
| -19% | -$11.2M | 0.02% | 896 |
|
|
2021
Q1 | $56.4M | Buy |
1,244,712
+408,312
| +49% | +$18.9M | 0.02% | 772 |
|
|
2020
Q4 | $40.2M | Buy |
836,400
+345,300
| +70% | +$16.8M | 0.01% | 910 |
|
|
2020
Q3 | $22.9M | Sell |
491,100
-44,400
| -8% | -$1.97M | 0.01% | 1091 |
|
|
2020
Q2 | $21.4M | Sell |
535,500
-144,600
| -21% | -$5.95M | 0.01% | 1042 |
|
|
2020
Q1 | $25.8M | Sell |
680,100
-286,500
| -30% | -$11M | 0.01% | 854 |
|
|
2019
Q4 | $38.3M | Sell |
966,600
-30,300
| -3% | -$1.2M | 0.01% | 928 |
|
|
2019
Q3 | $39.4M | Buy |
996,900
+30,300
| +3% | +$1.14M | 0.02% | 814 |
|
|
2019
Q2 | $35.6M | Sell |
966,600
-54,600
| -5% | -$1.88M | 0.01% | 855 |
|
|
2019
Q1 | $33.2M | Sell |
1,021,200
-336,300
| -25% | -$10.9M | 0.01% | 849 |
|
|
2018
Q4 | $42.1M | Sell |
1,357,500
-417,300
| -24% | -$13.4M | 0.02% | 672 |
|
|
2018
Q3 | $55.6M | Buy |
1,774,800
+854,400
| +93% | +$26.1M | 0.02% | 621 |
|
|
2018
Q2 | $26.3M | Sell |
920,400
-19,800
| -2% | -$563K | 0.01% | 997 |
|
|
2018
Q1 | $27.9M | Sell |
940,200
-905,100
| -49% | -$29.1M | 0.01% | 942 |
|
|
2017
Q4 | $60.7M | Buy |
1,845,300
+397,800
| +27% | +$12.2M | 0.03% | 598 |
|
|
2017
Q3 | $37.7M | Sell |
1,447,500
-216,600
| -13% | -$5.68M | 0.02% | 746 |
|
|
2017
Q2 | $42M | Sell |
1,664,100
-273,000
| -14% | -$6.93M | 0.02% | 643 |
|
|
2017
Q1 | $46.5M | Buy |
1,937,100
+1,028,400
| +113% | +$23.7M | 0.03% | 578 |
|
|
2016
Q4 | $20.9M | Sell |
908,700
-277,500
| -23% | -$6.48M | 0.01% | 993 |
|
|
2016
Q3 | $28.5M | Buy |
1,186,200
+33,900
| +3% | +$822K | 0.02% | 766 |
|
|
2016
Q2 | $28M | Buy |
1,152,300
+18,918
| +2% | +$438K | 0.02% | 744 |
|
|
2016
Q1 | $25.9M | Buy |
1,133,382
+654,882
| +137% | +$14.4M | 0.02% | 737 |
|
|
2015
Q4 | $9.78M | Sell |
478,500
-30,600
| -6% | -$614K | 0.01% | 1417 |
|
|
2015
Q3 | $11M | Sell |
509,100
-53,004
| -9% | -$1.22M | 0.01% | 1303 |
|
|
2015
Q2 | $13.3M | Buy |
562,104
+27,804
| +5% | +$709K | 0.01% | 1255 |
|
|
2015
Q1 | $14.6M | Buy |
534,300
+256,500
| +92% | +$7.28M | 0.01% | 1167 |
|
|
2014
Q4 | $7.95M | Buy |
+277,800
| New | +$7.51M | 0.01% | 1691 |
|
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.