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WoodTrust Financial’s Walmart Inc WMT Stock Holding History

WoodTrust Financial’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 		$15.9M Sell
127,647
-12,634
-9% -$1.55M 2.05% 15
2025
Q4 		$15.6M Sell
140,281
-4,089
-3% -$439K 1.82% 18
2025
Q3 		$14.9M Sell
144,370
-1,097
-0.8% -$109K 1.77% 15
2025
Q2 		$14.2M Sell
145,467
-95
-0.1% -$9.05K 1.81% 18
2025
Q1 		$12.8M Sell
145,562
-1,586
-1% -$149K 1.79% 17
2024
Q4 		$13.3M Sell
147,148
-290
-0.2% -$25.2K 1.87% 16
2024
Q3 		$11.9M Buy
147,438
+872
+0.6% +$64K 1.69% 17
2024
Q2 		$9.92M Buy
146,566
+2,189
+2% +$138K 1.54% 20
2024
Q1 		$8.69K Buy
144,377
+677
+0.5% +$38.7K 1.38% 23
2023
Q4 		$7.55M Buy
143,700
+2,823
+2% +$149K 1.29% 25
2023
Q3 		$7.51M Buy
140,877
+1,542
+1% +$82.1K 1.44% 21
2023
Q2 		$7.3M Sell
139,335
-1,455
-1% -$73.4K 1.35% 24
2023
Q1 		$6.92M Buy
140,790
+2,859
+2% +$136K 1.34% 26
2022
Q4 		$6.52M Buy
137,931
+2,265
+2% +$108K 1.35% 26
2022
Q3 		$5.87M Sell
135,666
-70,869
-34% -$3.1M 1.32% 25
2022
Q2 		$8.37M Buy
206,535
+16,737
+9% +$772K 1.88% 18
2022
Q1 		$9.42M Buy
189,798
+15,813
+9% +$742K 1.91% 16
2021
Q4 		$8.39M Buy
173,985
+15,777
+10% +$753K 1.74% 23
2021
Q3 		$7.35M Buy
158,208
+33,123
+26% +$1.6M 1.73% 19
2021
Q2 		$5.88M Buy
125,085
+7,221
+6% +$336K 1.55% 24
2021
Q1 		$5.34M Buy
117,864
+5,853
+5% +$271K 1.57% 22
2020
Q4 		$5.38M Buy
112,011
+45,843
+69% +$2.23M 1.68% 24
2020
Q3 		$3.09M Buy
66,168
+1,194
+2% +$53.1K 1.12% 31
2020
Q2 		$2.59M Buy
64,974
+5,901
+10% +$243K 1.04% 32
2020
Q1 		$2.24M Buy
59,073
+7,698
+15% +$296K 1.05% 33
2019
Q4 		$2.04M Buy
51,375
+2,835
+6% +$113K 0.8% 40
2019
Q3 		$1.92M Buy
+48,540
New +$1.83M 0.83% 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

WoodTrust Financial's WMT Position: Q1 2026 in Review

WoodTrust Financial reduced its Walmart Inc (WMT) stake by 9% in Q1 2026, selling an estimated $1.55M and leaving 127,647 shares worth $15.9M. The position accounts for 2.05% of the portfolio, ranked #15.

WoodTrust Financial first reported a position in WMT in Q3 2019 and has held it in 27 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • WoodTrust Financial held 127,647 shares of Walmart Inc worth $15.9M as of Q1 2026.
  • WoodTrust Financial sold 12,634 Walmart Inc shares in Q1 2026, an estimated $1.55M.
  • Walmart Inc made up 2.05% of WoodTrust Financial's portfolio in Q1 2026, its #15 holding.
  • WoodTrust Financial first reported a position in Walmart Inc in Q3 2019 and has held it in 27 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.