WALMART INC (WMT) — Hedge Fund Ownership Q1 2026
WMT
- WALMART INC (WMT) is held by 5 of 82 tracked hedge funds, with Gates Foundation Trust (3%) and Matrix Asset Advisors (0%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in WMT holdings came from Dodge & Cox (-3%) and Matrix Asset Advisors (-14%), suggesting profit-taking or de-risking.
- 1 hedge fund exited WMT.
- Overall, hedge funds decreased exposure to WALMART INC (WMT) by -0.3% vs the prior quarter and -8% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Gates Foundation Trust
|
3.29% | 8.4M | — | -7.70% | $1.04B | $124.28 | — |
| 2 |
Matrix Asset Advisors David Katz
|
0.04% | 3K | -14.13% | -24.76% | $396,585 | $124.28 | — |
| 3 |
Mairs & Power
|
0.02% | 16K | -1.88% | +4.44% | $2.0M | $124.28 | — |
| 4 |
Gardner Russo & Quinn Thomas Russo
|
0.01% | 10K | -4.18% | -4.88% | $1.2M | $124.28 | — |
| 5 |
Dodge & Cox
|
0.01% | 174K | -2.91% | -3.31% | $21.7M | $124.28 | — |
| — |
Maverick Capital Lee Ainslie
|
— | — | EXITED | — | — | — | — |
| 5 | Total | — | 8.6M | -0.27% | -7.60% | $1.07B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.