Vision Capital Management’s Walmart Inc WMT Stock Holding History

Vision Capital Management’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	$928K	Hold	7,468	–	–	0.12%	82
2025 Q4	$832K	Hold	7,468	–	–	0.1%	86
2025 Q3	$770K	Buy	7,468 +120	+2%	+$11.9K	0.09%	89
2025 Q2	$718K	Sell	7,348 -150	-2%	-$14.3K	0.09%	86
2025 Q1	$658K	Buy	7,498 +4,500	+150%	+$422K	0.09%	87
2024 Q4	$271K	Buy	+2,998	New	+$260K	0.04%	116

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

Vision Capital Management's WMT Position: Q1 2026 in Review

Vision Capital Management held its Walmart Inc (WMT) position steady in Q1 2026 at 7,468 shares worth $928K. The position accounts for 0.12% of the portfolio, ranked #82.

Vision Capital Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Vision Capital Management held 7,468 shares of Walmart Inc worth $928K as of Q1 2026.
Vision Capital Management left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.12% of Vision Capital Management's portfolio in Q1 2026, its #82 holding.
Vision Capital Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.