Westbourne Investments’s Walmart Inc WMT Stock Holding History

Westbourne 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	$537K	Sell	4,317 -1,000	-19%	-$123K	0.26%	81
2025 Q4	$592K	Buy	5,317 +1,232	+30%	+$132K	0.28%	77
2025 Q3	$413K	Buy	+4,085	New	+$407K	0.2%	86
2025 Q1	–	Sell	-66,955	Closed	-$6.05M	–	154
2024 Q4	$6.05M	Buy	+66,955	New	+$5.81M	3.57%	6

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

Westbourne Investments's WMT Position: Q1 2026 in Review

Westbourne Investments reduced its Walmart Inc (WMT) stake by 19% in Q1 2026, selling an estimated $123K and leaving 4,317 shares worth $537K. The position accounts for 0.26% of the portfolio, ranked #81.

Westbourne Investments first reported a position in WMT in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.05M in Q4 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Westbourne Investments held 4,317 shares of Walmart Inc worth $537K as of Q1 2026.
Westbourne Investments sold 1,000 Walmart Inc shares in Q1 2026, an estimated $123K.
Walmart Inc made up 0.26% of Westbourne Investments's portfolio in Q1 2026, its #81 holding.
Westbourne Investments first reported a position in Walmart Inc in Q4 2024 and has held it in 4 quarters since.
Westbourne Investments's Walmart Inc position peaked at $6.05M in Q4 2024.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.