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Wright Investors Service’s Walmart Inc WMT Stock Holding History

Wright Investors Service’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 		$3.09M Sell
24,844
-92
-0.4% -$11.3K 0.97% 28
2025
Q4 		$2.78M Buy
+24,936
New +$2.68M 0.83% 33
2021
Q2 		– Sell
-20,022
Closed -$907K – 156
2021
Q1 		$907K Buy
20,022
+270
+1% +$12.5K 0.27% 97
2020
Q4 		$949K Sell
19,752
-6,732
-25% -$327K 0.33% 89
2020
Q3 		$1.24M Buy
26,484
+651
+3% +$28.9K 0.44% 67
2020
Q2 		$1.03M Buy
+25,833
New +$1.06M 0.4% 69

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

Wright Investors Service's WMT Position: Q1 2026 in Review

Wright Investors Service reduced its Walmart Inc (WMT) stake by 0.37% in Q1 2026, selling an estimated $11.3K and leaving 24,844 shares worth $3.09M. The position accounts for 0.97% of the portfolio, ranked #28.

Wright Investors Service first reported a position in WMT in Q2 2020 and has held it in 6 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Wright Investors Service held 24,844 shares of Walmart Inc worth $3.09M as of Q1 2026.
  • Wright Investors Service sold 92 Walmart Inc shares in Q1 2026, an estimated $11.3K.
  • Walmart Inc made up 0.97% of Wright Investors Service's portfolio in Q1 2026, its #28 holding.
  • Wright Investors Service first reported a position in Walmart Inc in Q2 2020 and has held it in 6 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.