SEC 13F Intelligence

Charles Schwab Investment Management Inc / WMT

Charles Schwab Investment Management Inc’s Walmart Inc Position

Does Charles Schwab Investment Management Inc own Walmart Inc (WMT)? Yes — 30.36M shares worth $3.8B (+0.58% of its 13F portfolio) as of Q1 2026, down from 31.27M shares the prior filed quarter.

Position Value
$3.8B
Q1 2026
Shares
30.36M
% of Portfolio
+0.58%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $1.0BQ4 ’18Q1 ’19: $694MQ2 ’19: $788MQ3 ’19: $846MQ4 ’19: $852MQ4 ’19Q1 ’20: $1.2BQ2 ’20: $1.2BQ3 ’20: $1.3BQ4 ’20: $1.4BQ4 ’20Q1 ’21: $1.3BQ2 ’21: $1.4BQ3 ’21: $1.4BQ4 ’21: $1.5BQ4 ’21Q1 ’22: $1.6BQ2 ’22: $1.3BQ3 ’22: $1.4BQ4 ’22: $1.6BQ4 ’22Q1 ’23: $1.6BQ2 ’23: $1.6BQ3 ’23: $1.7BQ4 ’23: $1.6BQ4 ’23Q1 ’24: $1.9BQ2 ’24: $2.1BQ3 ’24: $2.5BQ4 ’24: $2.9BQ4 ’24Q1 ’25: $2.8BQ2 ’25: $3.0BQ3 ’25: $3.2BQ4 ’25: $3.5BQ4 ’25Q1 ’26: $3.8Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.36M$3.8B+0.58%
Q4 202531.27M$3.5B+0.54%
Q3 202531.22M$3.2B+0.51%
Q2 202531.11M$3.0B+0.53%
Q1 202531.37M$2.8B+0.52%
Q4 202431.58M$2.9B+0.53%
Q3 202431.24M$2.5B+0.48%
Q2 202430.89M$2.1B+0.40%
Q1 202431.81M$1.9B+0.44%
Q4 202310.52M$1.6B+0.42%
Q3 202310.70M$1.7B+0.49%
Q2 202310.57M$1.6B+0.47%
Q1 202310.69M$1.6B+0.47%
Q4 202211.09M$1.6B+0.50%
Q3 202211.04M$1.4B+0.51%
Q2 202210.95M$1.3B+0.46%
Q1 202210.90M$1.6B+0.49%
Q4 202110.60M$1.5B+0.45%
Q3 202110.02M$1.4B+0.46%
Q2 20219.67M$1.4B+0.45%
Q1 20219.55M$1.3B+0.48%
Q4 20209.51M$1.4B+0.54%
Q3 20209.56M$1.3B+0.62%
Q2 20209.97M$1.2B+0.59%
Q1 202010.43M$1.2B+0.70%
Q4 20197.17M$852M+0.46%
Q3 20197.13M$846M+0.50%
Q2 20197.14M$788M+0.48%
Q1 20197.12M$694M+0.44%
Q4 201810.78M$1.0B+0.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Charles Schwab Investment Management Inc’s full portfolio or all institutional holders of WMT.