Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,637 institutions that hold shares in the stock, with a total of 2.77 Billion shares, which have been reported (via 13F filing form) to have a value of $285 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
In Track Investment Management Inc
|
Jan 14, 2026 Q4 2025 |
14,738
shares
|
$1.52 Million
0.96% of portfolio
|
Q4 2025
Added 2.25%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
14,728
shares
|
$1.52 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
14,693
shares
|
$1.51 Million
0.17% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
14,687
shares
|
$1.51 Million
0.6% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
14,684
shares
|
$1.51 Million
0.23% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Curbstone Financial Management Corp
|
Jan 23, 2026 Q4 2025 |
14,668
shares
|
$1.51 Million
0.3% of portfolio
|
Q4 2025
Reduced 2.65%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
14,644
shares
|
$1.51 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
14,644
shares
|
$1.51 Million
0.82% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Wincap Financial LLC
Boston, MA |
Jan 14, 2026 Q4 2025 |
14,639
shares
|
$1.51 Million
1.12% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
14,635
shares
|
$1.51 Million
0.44% of portfolio
|
Q1 2024
Added 225.01%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
14,612
shares
|
$1.5 Million
0.74% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
14,606
shares
|
$1.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 14.54%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
14,593
shares
|
$1.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
14,591
shares
|
$1.5 Million
0.32% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
14,573
shares
|
$1.5 Million
0.16% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Lom Asset Management LTD
Hamilton, |
Jan 23, 2026 Q4 2025 |
14,558
shares
|
$1.5 Million
0.46% of portfolio
|
Q4 2025
Added 1.67%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
14,551
shares
|
$1.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
14,504
shares
|
$1.49 Million
1.86% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
14,475
shares
|
$1.49 Million
1.35% of portfolio
|
Q3 2025
New holding
|
|
|
Jm2 Capital Inc.
Edmond, OK |
Jan 23, 2026 Q4 2025 |
14,453
shares
|
$1.49 Million
1.29% of portfolio
|
Q4 2025
New holding
|
|
|
Bcs Wealth Management
|
Jan 23, 2026 Q4 2025 |
14,434
shares
|
$1.49 Million
0.17% of portfolio
|
Q4 2025
Added 108.92%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
14,429
shares
|
$1.49 Million
1.34% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
14,400
shares
|
$1.48 Million
0.53% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
14,385
shares
|
$1.48 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
14,378
shares
|
$1.48 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.75%
|
|