Vontobel Holding
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Vontobel Holding’s Walmart Inc WMT Stock Holding History

Vontobel Holding’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 		$24.9M Sell
200,346
-32,096
-14% -$3.94M 0.09% 186
2025
Q4 		$25.9M Buy
232,442
+13,186
+6% +$1.42M 0.08% 192
2025
Q3 		$22.6M Sell
219,256
-33,761
-13% -$3.36M 0.07% 189
2025
Q2 		$24.7M Sell
253,017
-37,525
-13% -$3.58M 0.08% 167
2025
Q1 		$25.5M Buy
290,542
+12,227
+4% +$1.15M 0.09% 147
2024
Q4 		$25.1M Sell
278,315
-1,720,818
-86% -$149M 0.09% 141
2024
Q3 		$161M Sell
1,999,133
-140,161
-7% -$10.3M 0.52% 45
2024
Q2 		$145M Buy
2,139,294
+1,803,471
+537% +$114M 0.47% 49
2024
Q1 		$20.2M Buy
335,823
+35,580
+12% +$2.04M 0.16% 139
2023
Q4 		$15.8M Sell
300,243
-9,525
-3% -$504K 0.13% 156
2023
Q3 		$16.5M Buy
309,768
+13,854
+5% +$737K 0.15% 145
2023
Q2 		$15.5M Sell
295,914
-14,058
-5% -$709K 0.14% 161
2023
Q1 		$15.2M Sell
309,972
-23,139
-7% -$1.1M 0.14% 158
2022
Q4 		$15.7M Sell
333,111
-8,247
-2% -$392K 0.16% 147
2022
Q3 		$14.8M Buy
341,358
+87,717
+35% +$3.84M 0.17% 135
2022
Q2 		$10.3M Buy
253,641
+8,595
+4% +$396K 0.11% 162
2022
Q1 		$12.2M Buy
245,046
+53,493
+28% +$2.51M 0.11% 167
2021
Q4 		$9.14M Buy
191,553
+9,417
+5% +$450K 0.08% 200
2021
Q3 		$8.46M Sell
182,136
-78,228
-30% -$3.77M 0.07% 190
2021
Q2 		$11.9M Sell
260,364
-181,725
-41% -$8.46M 0.1% 155
2021
Q1 		$20M Buy
442,089
+157,542
+55% +$7.3M 0.15% 102
2020
Q4 		$13.8M Buy
+284,547
New +$13.8M 0.09% 142

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

Vontobel Holding's WMT Position: Q1 2026 in Review

Vontobel Holding reduced its Walmart Inc (WMT) stake by 14% in Q1 2026, selling an estimated $3.94M and leaving 200,346 shares worth $24.9M. The position accounts for 0.09% of the portfolio, ranked #186.

Vontobel Holding first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $161M in Q3 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Vontobel Holding held 200,346 shares of Walmart Inc worth $24.9M as of Q1 2026.
  • Vontobel Holding sold 32,096 Walmart Inc shares in Q1 2026, an estimated $3.94M.
  • Walmart Inc made up 0.09% of Vontobel Holding's portfolio in Q1 2026, its #186 holding.
  • Vontobel Holding first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Walmart Inc position peaked at $161M in Q3 2024.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.