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Westend Capital Management’s Walmart Inc WMT Stock Holding History

Westend 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 		$77.9K Sell
627
-3
-0.5% -$368 0.02% 83
2025
Q4 		$70.2K Buy
630
+422
+203% +$45.3K 0.02% 81
2025
Q3 		$21.4K Buy
208
+68
+49% +$6.77K 0.01% 101
2025
Q2 		$13.7K Hold
140
– – ﹤0.01% 114
2025
Q1 		$12.3K Buy
140
+8
+6% +$750 ﹤0.01% 107
2024
Q4 		$11.9K Hold
132
– – ﹤0.01% 109
2024
Q3 		$10.7K Hold
132
– – ﹤0.01% 123
2024
Q2 		$8.91K Sell
132
-153
-54% -$9.63K ﹤0.01% 112
2024
Q1 		$17.1K Buy
+285
New +$16.3K 0.01% 100
2015
Q3 		– Sell
-54,660
Closed -$1.33M – 81
2015
Q2 		$1.33M Buy
54,660
+29,310
+116% +$747K 1.54% 31
2015
Q1 		$683K Buy
+25,350
New +$719K 0.81% 39

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

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

Westend Capital Management reduced its Walmart Inc (WMT) stake by 0.48% in Q1 2026, selling an estimated $368 and leaving 627 shares worth $77.9K. The position accounts for 0.02% of the portfolio, ranked #83.

Westend Capital Management first reported a position in WMT in Q1 2015 and has held it in 11 quarters since. The position peaked at $1.33M in Q2 2015. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Westend Capital Management held 627 shares of Walmart Inc worth $77.9K as of Q1 2026.
  • Westend Capital Management sold 3 Walmart Inc shares in Q1 2026, an estimated $368.
  • Walmart Inc made up 0.02% of Westend Capital Management's portfolio in Q1 2026, its #83 holding.
  • Westend Capital Management first reported a position in Walmart Inc in Q1 2015 and has held it in 11 quarters since.
  • Westend Capital Management's Walmart Inc position peaked at $1.33M in Q2 2015.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.