WI
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WBI Investments’s Walmart Inc WMT Stock Holding History

WBI Investments’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 		$785K Buy
+6,320
New +$776K 0.22% 139
2023
Q4 		– Sell
-23,655
Closed -$1.26M – 235
2023
Q3 		$1.26M Sell
23,655
-49,893
-68% -$2.65M 0.25% 107
2023
Q2 		$3.85M Buy
73,548
+26,778
+57% +$1.35M 0.7% 32
2023
Q1 		$2.3M Buy
+46,770
New +$2.22M 0.46% 56
2022
Q2 		– Sell
-48,726
Closed -$2.38M – 211
2022
Q1 		$2.38M Buy
+48,726
New +$2.29M 0.38% 69
2021
Q4 		– Sell
-88,686
Closed -$3.98M – 243
2021
Q3 		$3.98M Buy
88,686
+4,413
+5% +$213K 0.67% 32
2021
Q2 		$3.96M Buy
+84,273
New +$3.93M 0.61% 36
2020
Q4 		– Sell
-245,328
Closed -$11.4M – 207
2020
Q3 		$11.4M Buy
+245,328
New +$10.9M 1.76% 19
2019
Q3 		– Sell
-71,886
Closed -$2.65M – 285
2019
Q2 		$2.65M Buy
71,886
+39,903
+125% +$1.38M 0.23% 94
2019
Q1 		$1.04M Buy
+31,983
New +$1.04M 0.08% 175
2018
Q1 		– Sell
-670,194
Closed -$22.1M – 337
2017
Q4 		$22.1M Buy
+670,194
New +$20.5M 1.02% 23
2015
Q2 		– Sell
-2,998,500
Closed -$82.2M – 284
2015
Q1 		$82.2M Buy
+2,998,500
New +$85.1M 1.95% 18
2014
Q3 		– Sell
-928,770
Closed -$23.2M – 223
2014
Q2 		$23.2M Buy
928,770
+19,296
+2% +$496K 1% 31
2014
Q1 		$23.2M Buy
909,474
+91,491
+11% +$2.3M 1.02% 33
2013
Q4 		$21.5M Buy
817,983
+126,993
+18% +$3.28M 0.95% 35
2013
Q3 		$17M Buy
+690,990
New +$17.4M 0.81% 41

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

WBI Investments's WMT Position: Q1 2026 in Review

WBI Investments opened a new position in Walmart Inc (WMT) in Q1 2026: 6,320 shares worth $785K. The stake represents 0.22% of the portfolio and ranks #139 among its holdings. This is a return to the name: WBI Investments previously reported a position in WMT as recently as Q3 2023.

WBI Investments first reported a position in WMT in Q3 2013 and has held it in 16 quarters since. The position peaked at $82.2M in Q1 2015. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • WBI Investments held 6,320 shares of Walmart Inc worth $785K as of Q1 2026.
  • Walmart Inc was a new WBI Investments position in Q1 2026.
  • Walmart Inc made up 0.22% of WBI Investments's portfolio in Q1 2026, its #139 holding.
  • WBI Investments first reported a position in Walmart Inc in Q3 2013 and has held it in 16 quarters since.
  • WBI Investments's Walmart Inc position peaked at $82.2M in Q1 2015.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.