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Westerkirk Capital’s Walmart Inc WMT Stock Holding History

Westerkirk Capital’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 		$7.69M Sell
61,907
-5,317
-8% -$653K 0.83% 26
2025
Q4 		$7.49M Buy
67,224
+34,500
+105% +$3.7M 0.73% 29
2025
Q3 		$3.37M Buy
32,724
+15,400
+89% +$1.53M 0.39% 55
2025
Q2 		$1.69M Buy
+17,324
New +$1.65M 0.21% 100

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

Westerkirk Capital's WMT Position: Q1 2026 in Review

Westerkirk Capital reduced its Walmart Inc (WMT) stake by 7.9% in Q1 2026, selling an estimated $653K and leaving 61,907 shares worth $7.69M. The position accounts for 0.83% of the portfolio, ranked #26.

Westerkirk Capital first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. 4,429 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Westerkirk Capital held 61,907 shares of Walmart Inc worth $7.69M as of Q1 2026.
  • Westerkirk Capital sold 5,317 Walmart Inc shares in Q1 2026, an estimated $653K.
  • Walmart Inc made up 0.83% of Westerkirk Capital's portfolio in Q1 2026, its #26 holding.
  • Westerkirk Capital first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
  • 4,429 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.