Wellington Management Group’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.14B | Sell |
9,184,599
-770,674
| -8% | -$94.6M | 0.21% | 111 |
|
|
2025
Q4 | $1.11B | Buy |
9,955,273
+1,312,975
| +15% | +$141M | 0.19% | 118 |
|
|
2025
Q3 | $891M | Sell |
8,642,298
-75,147
| -0.9% | -$7.48M | 0.16% | 145 |
|
|
2025
Q2 | $852M | Buy |
8,717,445
+1,978,407
| +29% | +$188M | 0.15% | 144 |
|
|
2025
Q1 | $592M | Buy |
6,739,038
+5,664,484
| +527% | +$531M | 0.11% | 168 |
|
|
2024
Q4 | $97.1M | Sell |
1,074,554
-2,995,407
| -74% | -$260M | 0.02% | 536 |
|
|
2024
Q3 | $329M | Sell |
4,069,961
-3,543,073
| -47% | -$260M | 0.06% | 283 |
|
|
2024
Q2 | $515M | Buy |
7,613,034
+156,666
| +2% | +$9.87M | 0.09% | 205 |
|
|
2024
Q1 | $449M | Buy |
7,456,368
+3,834,099
| +106% | +$219M | 0.08% | 240 |
|
|
2023
Q4 | $190M | Sell |
3,622,269
-521,160
| -13% | -$27.6M | 0.04% | 409 |
|
|
2023
Q3 | $221M | Sell |
4,143,429
-1,627,629
| -28% | -$86.6M | 0.04% | 343 |
|
|
2023
Q2 | $302M | Sell |
5,771,058
-2,614,614
| -31% | -$132M | 0.06% | 302 |
|
|
2023
Q1 | $412M | Sell |
8,385,672
-2,245,575
| -21% | -$107M | 0.08% | 237 |
|
|
2022
Q4 | $502M | Buy |
10,631,247
+3,145,104
| +42% | +$149M | 0.1% | 196 |
|
|
2022
Q3 | $324M | Buy |
7,486,143
+1,193,406
| +19% | +$52.3M | 0.07% | 269 |
|
|
2022
Q2 | $255M | Buy |
6,292,737
+148,710
| +2% | +$6.86M | 0.05% | 316 |
|
|
2022
Q1 | $305M | Sell |
6,144,027
-4,257,012
| -41% | -$200M | 0.05% | 311 |
|
|
2021
Q4 | $502M | Sell |
10,401,039
-858,381
| -8% | -$41M | 0.08% | 233 |
|
|
2021
Q3 | $523M | Buy |
11,259,420
+544,509
| +5% | +$26.2M | 0.09% | 218 |
|
|
2021
Q2 | $504M | Buy |
10,714,911
+1,280,136
| +14% | +$59.6M | 0.08% | 233 |
|
|
2021
Q1 | $427M | Sell |
9,434,775
-1,248,516
| -12% | -$57.8M | 0.08% | 257 |
|
|
2020
Q4 | $513M | Sell |
10,683,291
-1,034,364
| -9% | -$50.2M | 0.09% | 211 |
|
|
2020
Q3 | $546M | Buy |
11,717,655
+85,515
| +0.7% | +$3.8M | 0.11% | 169 |
|
|
2020
Q2 | $464M | Sell |
11,632,140
-37,354,605
| -76% | -$1.54B | 0.1% | 182 |
|
|
2020
Q1 | $1.86B | Buy |
48,986,745
+7,206,762
| +17% | +$277M | 0.49% | 50 |
|
|
2019
Q4 | $1.66B | Buy |
41,779,983
+3,725,790
| +10% | +$148M | 0.35% | 63 |
|
|
2019
Q3 | $1.51B | Sell |
38,054,193
-3,229,629
| -8% | -$122M | 0.34% | 70 |
|
|
2019
Q2 | $1.52B | Buy |
41,283,822
+4,312,545
| +12% | +$149M | 0.34% | 71 |
|
|
2019
Q1 | $1.2B | Sell |
36,971,277
-3,660,114
| -9% | -$119M | 0.27% | 96 |
|
|
2018
Q4 | $1.26B | Buy |
40,631,391
+12,055,701
| +42% | +$387M | 0.32% | 76 |
|
|
2018
Q3 | $895M | Buy |
28,575,690
+1,824,954
| +7% | +$55.8M | 0.19% | 129 |
|
|
2018
Q2 | $764M | Buy |
26,750,736
+19,247,832
| +257% | +$547M | 0.17% | 145 |
|
|
2018
Q1 | $223M | Buy |
7,502,904
+1,701,399
| +29% | +$54.7M | 0.05% | 352 |
|
|
2017
Q4 | $191M | Sell |
5,801,505
-2,052,675
| -26% | -$62.8M | 0.04% | 377 |
|
|
2017
Q3 | $205M | Sell |
7,854,180
-280,170
| -3% | -$7.35M | 0.05% | 349 |
|
|
2017
Q2 | $205M | Buy |
8,134,350
+1,846,623
| +29% | +$46.9M | 0.05% | 326 |
|
|
2017
Q1 | $151M | Sell |
6,287,727
-188,382
| -3% | -$4.34M | 0.04% | 385 |
|
|
2016
Q4 | $149M | Sell |
6,476,109
-1,066,968
| -14% | -$24.9M | 0.04% | 385 |
|
|
2016
Q3 | $181M | Sell |
7,543,077
-555,306
| -7% | -$13.5M | 0.05% | 338 |
|
|
2016
Q2 | $197M | Sell |
8,098,383
-9,843,429
| -55% | -$228M | 0.05% | 314 |
|
|
2016
Q1 | $410M | Sell |
17,941,812
-8,598,432
| -32% | -$189M | 0.11% | 196 |
|
|
2015
Q4 | $542M | Sell |
26,540,244
-32,059,290
| -55% | -$643M | 0.14% | 150 |
|
|
2015
Q3 | $1.27B | Sell |
58,599,534
-4,563,579
| -7% | -$105M | 0.35% | 71 |
|
|
2015
Q2 | $1.49B | Buy |
63,163,113
+491,364
| +0.8% | +$12.5M | 0.39% | 59 |
|
|
2015
Q1 | $1.72B | Sell |
62,671,749
-12,482,640
| -17% | -$354M | 0.44% | 51 |
|
|
2014
Q4 | $2.15B | Sell |
75,154,389
-1,290,609
| -2% | -$34.9M | 0.57% | 36 |
|
|
2014
Q3 | $1.95B | Buy |
76,444,998
+1,115,652
| +1% | +$28.2M | 0.54% | 37 |
|
|
2014
Q2 | $1.88B | Buy |
75,329,346
+4,063,677
| +6% | +$104M | 0.51% | 42 |
|
|
2014
Q1 | $1.82B | Buy |
71,265,669
+14,131,089
| +25% | +$355M | 0.5% | 43 |
|
|
2013
Q4 | $1.5B | Buy |
57,134,580
+16,701,195
| +41% | +$431M | 0.43% | 54 |
|
|
2013
Q3 | $997M | Buy |
40,433,385
+9,390,006
| +30% | +$237M | 0.31% | 72 |
|
|
2013
Q2 | $771M | Buy |
+31,043,379
| New | +$796M | 0.25% | 89 |
|
Other funds holding WMT
VCM
VPM
Wellington Management Group's WMT Position: Q1 2026 in Review
Wellington Management Group reduced its Walmart Inc (WMT) stake by 7.7% in Q1 2026, selling an estimated $94.6M and leaving 9,184,599 shares worth $1.14B. The position accounts for 0.21% of the portfolio, ranked #111.
Wellington Management Group first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.15B in Q4 2014. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Wellington Management Group held 9,184,599 shares of Walmart Inc worth $1.14B as of Q1 2026.
- Wellington Management Group sold 770,674 Walmart Inc shares in Q1 2026, an estimated $94.6M.
- Walmart Inc made up 0.21% of Wellington Management Group's portfolio in Q1 2026, its #111 holding.
- Wellington Management Group first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
- Wellington Management Group's Walmart Inc position peaked at $2.15B in Q4 2014.
- 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.