Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Walmart Inc WMT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$458M Buy
3,698,323
+855,251
+30% +$105M 0.79% 16
2025
Q4 		$316M Buy
2,843,072
+51,076
+2% +$5.48M 0.51% 21
2025
Q3 		$288M Buy
2,791,996
+15,646
+0.6% +$1.56M 0.48% 27
2025
Q2 		$271M Sell
2,776,350
-84,661
-3% -$8.07M 0.48% 28
2025
Q1 		$251M Buy
2,861,011
+421,108
+17% +$39.5M 0.5% 26
2024
Q4 		$220M Buy
+2,439,903
New +$212M 0.44% 36

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's WMT Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Walmart Inc (WMT) stake by 30% in Q1 2026, buying an estimated $105M and bringing the position to 3,698,323 shares worth $458M. The position accounts for 0.79% of the portfolio, ranked #16.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 3,698,323 shares of Walmart Inc worth $458M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 855,251 Walmart Inc shares in Q1 2026, an estimated $105M.
  • Walmart Inc made up 0.79% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #16 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.