Vicus Capital’s Walmart Inc WMT Stock Holding History

Vicus Capital’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	$1.22M	Buy	9,810 +1,452	+17%	+$178K	0.09%	107
2025 Q4	$931K	Buy	8,358 +372	+5%	+$39.9K	0.07%	128
2025 Q3	$823K	Sell	7,986 -750	-9%	-$74.7K	0.06%	131
2025 Q2	$854K	Buy	8,736 +1,167	+15%	+$111K	0.07%	105
2025 Q1	$665K	Sell	7,569 -274	-3%	-$25.7K	0.06%	115
2024 Q4	$709K	Sell	7,843 -1,163	-13%	-$101K	0.06%	113
2024 Q3	$727K	Buy	9,006 +375	+4%	+$27.5K	0.06%	117
2024 Q2	$584K	Buy	8,631 +774	+10%	+$48.7K	0.05%	142
2024 Q1	$473K	Buy	7,857 +495	+7%	+$28.3K	0.04%	155
2023 Q4	$387K	Sell	7,362 -894	-11%	-$47.3K	0.04%	150
2023 Q3	$440K	Buy	8,256 +696	+9%	+$37K	0.05%	159
2023 Q2	$396K	Buy	7,560 +126	+2%	+$6.36K	0.04%	149
2023 Q1	$365K	Buy	7,434 +474	+7%	+$22.5K	0.04%	149
2022 Q4	$329K	Sell	6,960 -5,598	-45%	-$266K	0.04%	154
2022 Q3	$543K	Sell	12,558 -1,989	-14%	-$87.1K	0.06%	132
2022 Q2	$590K	Buy	14,547 +2,046	+16%	+$94.3K	0.07%	131
2022 Q1	$621K	Sell	12,501 -27	-0.2%	-$1.27K	0.06%	136
2021 Q4	$588K	Buy	+12,528	New	+$598K	0.06%	138
2021 Q2	–	Sell	-13,734	Closed	-$622K	–	248
2021 Q1	$622K	Buy	13,734 +198	+1%	+$9.17K	0.07%	131
2020 Q4	$650K	Buy	13,536 +480	+4%	+$23.3K	0.08%	123
2020 Q3	$609K	Buy	13,056 +1,695	+15%	+$75.4K	0.09%	112
2020 Q2	$454K	Buy	11,361 +3,405	+43%	+$140K	0.07%	130
2020 Q1	$301K	Sell	7,956 -1,098	-12%	-$42.2K	0.06%	149
2019 Q4	$359K	Sell	9,054 -54	-0.6%	-$2.14K	0.05%	149
2019 Q3	$360K	Buy	9,108 +21	+0.2%	+$793	0.05%	176
2019 Q2	$335K	Sell	9,087 -771	-8%	-$26.6K	0.05%	175
2019 Q1	$321K	Sell	9,858 -129	-1%	-$4.18K	0.05%	175
2018 Q4	$310K	Sell	9,987 -21,561	-68%	-$691K	0.06%	173
2018 Q3	$988K	Buy	31,548 +7,890	+33%	+$241K	0.16%	90
2018 Q2	$675K	Buy	23,658 +5,628	+31%	+$160K	0.11%	126
2018 Q1	$535K	Buy	18,030 +3,225	+22%	+$104K	0.09%	145
2017 Q4	$487K	Buy	14,805 +2,304	+18%	+$70.5K	0.08%	152
2017 Q3	$326K	Buy	12,501 +15	+0.1%	+$394	0.06%	181
2017 Q2	$315K	Sell	12,486 -1,569	-11%	-$39.8K	0.06%	181
2017 Q1	$338K	Buy	14,055 +2,259	+19%	+$52K	0.07%	175
2016 Q4	$272K	Hold	11,796	–	–	0.06%	194
2016 Q3	$284K	Buy	+11,796	New	+$286K	0.06%	180
2016 Q1	–	Sell	-12,588	Closed	-$257K	–	221
2015 Q4	$257K	Buy	+12,588	New	+$253K	0.07%	168
2015 Q2	–	Sell	-4,440	Closed	-$122	–	204
2015 Q1	$122	Buy	+4,440	New	+$126K	0.02%	187

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vicus Capital's WMT Position: Q1 2026 in Review

Vicus Capital increased its Walmart Inc (WMT) stake by 17% in Q1 2026, buying an estimated $178K and bringing the position to 9,810 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #107.

Vicus Capital first reported a position in WMT in Q1 2015 and has held it in 39 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Vicus Capital held 9,810 shares of Walmart Inc worth $1.22M as of Q1 2026.
Vicus Capital bought 1,452 Walmart Inc shares in Q1 2026, an estimated $178K.
Walmart Inc made up 0.09% of Vicus Capital's portfolio in Q1 2026, its #107 holding.
Vicus Capital first reported a position in Walmart Inc in Q1 2015 and has held it in 39 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.