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Zevin Asset Management’s Walmart Inc WMT Stock Holding History

Zevin Asset 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 		$860K Hold
6,916
– – 0.12% 58
2025
Q4 		$771K Buy
6,916
+62
+0.9% +$6.66K 0.1% 60
2025
Q3 		$706K Sell
6,854
-458
-6% -$45.6K 0.1% 54
2025
Q2 		$715K Buy
7,312
+126
+2% +$12K 0.1% 52
2025
Q1 		$631K Sell
7,186
-578
-7% -$54.2K 0.1% 47
2024
Q4 		$701K Sell
7,764
-135
-2% -$11.7K 0.1% 49
2024
Q3 		$638K Sell
7,899
-150
-2% -$11K 0.1% 51
2024
Q2 		$545K Sell
8,049
-1,818
-18% -$114K 0.09% 51
2024
Q1 		$594K Sell
9,867
-3,930
-28% -$225K 0.1% 54
2023
Q4 		$725K Sell
13,797
-126
-0.9% -$6.67K 0.13% 53
2023
Q3 		$742K Buy
+13,923
New +$741K 0.15% 54
2020
Q4 		– Sell
-4,500
Closed -$210K – 95
2020
Q3 		$210K Buy
+4,500
New +$200K 0.06% 84

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

Zevin Asset Management's WMT Position: Q1 2026 in Review

Zevin Asset Management held its Walmart Inc (WMT) position steady in Q1 2026 at 6,916 shares worth $860K. The position accounts for 0.12% of the portfolio, ranked #58.

Zevin Asset Management first reported a position in WMT in Q3 2020 and has held it in 12 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Zevin Asset Management held 6,916 shares of Walmart Inc worth $860K as of Q1 2026.
  • Zevin Asset Management left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.12% of Zevin Asset Management's portfolio in Q1 2026, its #58 holding.
  • Zevin Asset Management first reported a position in Walmart Inc in Q3 2020 and has held it in 12 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.