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Vestmark Advisory Solutions’s Walmart Inc WMT Stock Holding History

Vestmark Advisory Solutions’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 		$28.1M Buy
226,164
+127,723
+130% +$15.7M 0.31% 65
2025
Q4 		$11M Buy
98,441
+20,317
+26% +$2.18M 0.15% 134
2025
Q3 		$8.05M Buy
78,124
+59,004
+309% +$5.87M 0.15% 136
2025
Q2 		$1.87M Sell
19,120
-76
-0.4% -$7.24K 0.03% 390
2025
Q1 		$1.69M Buy
19,196
+8,798
+85% +$825K 0.04% 334
2024
Q4 		$939K Buy
10,398
+7,173
+222% +$622K 0.03% 333
2024
Q3 		$260K Sell
3,225
-30,496
-90% -$2.24M 0.01% 480
2024
Q2 		$2.28M Buy
33,721
+17,577
+109% +$1.11M 0.1% 228
2024
Q1 		$971K Buy
16,144
+4,672
+41% +$267K 0.04% 318
2023
Q4 		$234K Buy
+11,472
New +$607K 0.01% 458
2023
Q3 		– Sell
-90,912
Closed -$4.76M – 878
2023
Q2 		$4.76M Buy
90,912
+3,198
+4% +$161K 0.18% 144
2023
Q1 		$4.31M Sell
87,714
-1,170
-1% -$55.5K 0.19% 148
2022
Q4 		$4.2M Buy
88,884
+690
+0.8% +$32.8K 0.2% 141
2022
Q3 		$3.81M Buy
88,194
+7,473
+9% +$327K 0.21% 126
2022
Q2 		$3.27M Buy
80,721
+5,130
+7% +$237K 0.19% 138
2022
Q1 		$3.75M Buy
75,591
+7,467
+11% +$351K 0.21% 107
2021
Q4 		$3.29M Buy
68,124
+9,696
+17% +$463K 0.19% 125
2021
Q3 		$2.71M Buy
58,428
+5,610
+11% +$270K 0.18% 138
2021
Q2 		$2.48M Buy
52,818
+4,551
+9% +$212K 0.18% 138
2021
Q1 		$2.19M Buy
48,267
+5,757
+14% +$267K 0.19% 137
2020
Q4 		$2.04M Sell
42,510
-2,412
-5% -$117K 0.23% 123
2020
Q3 		$2.1M Sell
44,922
-2,070
-4% -$92K 0.28% 101
2020
Q2 		$1.88M Buy
46,992
+117
+0.2% +$4.81K 0.29% 96
2020
Q1 		$1.77M Sell
46,875
-14,598
-24% -$562K 0.35% 73
2019
Q4 		$2.44M Sell
61,473
-2,190
-3% -$87K 0.5% 63
2019
Q3 		$2.52M Sell
63,663
-7,038
-10% -$266K 0.41% 59
2019
Q2 		$2.6M Buy
70,701
+4,512
+7% +$155K 0.45% 49
2019
Q1 		$2.15M Buy
+66,189
New +$2.15M 0.38% 66

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

Vestmark Advisory Solutions's WMT Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Walmart Inc (WMT) stake by 130% in Q1 2026, buying an estimated $15.7M and bringing the position to 226,164 shares worth $28.1M. The position accounts for 0.31% of the portfolio, ranked #65.

Vestmark Advisory Solutions first reported a position in WMT in Q1 2019 and has held it in 28 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Vestmark Advisory Solutions held 226,164 shares of Walmart Inc worth $28.1M as of Q1 2026.
  • Vestmark Advisory Solutions bought 127,723 Walmart Inc shares in Q1 2026, an estimated $15.7M.
  • Walmart Inc made up 0.31% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #65 holding.
  • Vestmark Advisory Solutions first reported a position in Walmart Inc in Q1 2019 and has held it in 28 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.