James Investment Research, Inc. / WMT
James Investment Research, Inc.’s Walmart Inc Position
Does James Investment Research, Inc. own Walmart Inc (WMT)? Yes — 153.2K shares worth $19M (+2.14% of its 13F portfolio) as of Q1 2026, down from 165.4K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
153.2K
% of Portfolio
+2.14%
Quarters Held
30
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 153.2K | $19M | +2.14% |
| Q4 2025 | 165.4K | $18M | +2.01% |
| Q3 2025 | 173.2K | $18M | +1.95% |
| Q2 2025 | 184.4K | $18M | +2.14% |
| Q1 2025 | 187.9K | $16M | +2.09% |
| Q4 2024 | 195.0K | $18M | +2.10% |
| Q3 2024 | 204.8K | $17M | +1.91% |
| Q2 2024 | 208.2K | $14M | +1.68% |
| Q1 2024 | 215.1K | $13M | +1.54% |
| Q4 2023 | 73.9K | $12M | +1.46% |
| Q3 2023 | 77.0K | $12M | +1.62% |
| Q2 2023 | 77.2K | $12M | +1.55% |
| Q1 2023 | 78.2K | $11,528 | +1.53% |
| Q4 2022 | 79.3K | $11,238 | +1.57% |
| Q3 2022 | 83.3K | $11M | +1.54% |
| Q2 2022 | 94.0K | $11M | +1.53% |
| Q1 2022 | 95.5K | $14M | +1.49% |
| Q4 2021 | 117.2K | $17M | +1.55% |
| Q3 2021 | 120.5K | $17M | +1.56% |
| Q2 2021 | 121.5K | $17M | +1.47% |
| Q1 2021 | 123.2K | $17M | +1.52% |
| Q4 2020 | 158.6K | $23M | +2.06% |
| Q3 2020 | 184.0K | $26M | +2.38% |
| Q2 2020 | 200.4K | $24M | +2.24% |
| Q1 2020 | 222.2K | $25M | +2.61% |
| Q4 2019 | 287.5K | $34M | +2.38% |
| Q3 2019 | 301.2K | $36M | +2.60% |
| Q2 2019 | 344.6K | $38M | +2.76% |
| Q1 2019 | 340.9K | $33M | +2.17% |
| Q4 2018 | 298.3K | $28M | +1.73% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See James Investment Research, Inc.’s full portfolio or all institutional holders of WMT.