SEC 13F Intelligence

Northeast Investment Management / WMT

Northeast Investment Management’s Walmart Inc Position

Does Northeast Investment Management own Walmart Inc (WMT)? Yes390.0K shares worth $48M (+2.01% of its 13F portfolio) as of Q1 2026, up from 386.0K shares the prior filed quarter.

Position Value
$48M
Q1 2026
Shares
390.0K
% of Portfolio
+2.01%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $6MQ4 ’19: $6MQ4 ’19Q1 ’20: $6MQ2 ’20: $10MQ3 ’20: $12MQ4 ’20: $13MQ4 ’20Q1 ’21: $12MQ2 ’21: $14MQ3 ’21: $14MQ4 ’21: $14MQ4 ’21Q1 ’22: $15MQ2 ’22: $13MQ3 ’22: $14MQ4 ’22: $15MQ4 ’22Q1 ’23: $16MQ2 ’23: $17MQ3 ’23: $17MQ4 ’23: $17MQ4 ’23Q1 ’24: $20MQ2 ’24: $23MQ3 ’24: $28MQ4 ’24: $32MQ4 ’24Q1 ’25: $32MQ2 ’25: $37MQ3 ’25: $39MQ4 ’25: $43MQ4 ’25Q1 ’26: $48Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026390.0K$48M+2.01%
Q4 2025386.0K$43M+1.68%
Q3 2025377.4K$39M+1.57%
Q2 2025376.7K$37M+1.57%
Q1 2025364.3K$32M+1.49%
Q4 2024355.6K$32M+1.43%
Q3 2024346.4K$28M+1.25%
Q2 2024340.3K$23M+1.08%
Q1 2024331.6K$20M+0.98%
Q4 2023109.5K$17M+0.92%
Q3 2023107.4K$17M+1.01%
Q2 2023106.0K$17M+0.94%
Q1 2023107.5K$16M+0.96%
Q4 2022108.0K$15M+0.98%
Q3 2022104.3K$14M+0.92%
Q2 2022104.7K$13M+0.81%
Q1 2022101.4K$15M+0.79%
Q4 202198.1K$14M+0.69%
Q3 202198.6K$14M+0.73%
Q2 202196.5K$14M+0.73%
Q1 202191.6K$12M+0.73%
Q4 202089.0K$13M+0.78%
Q3 202084.5K$12M+0.79%
Q2 202080.0K$10M+0.72%
Q1 202051.6K$6M+0.54%
Q4 201950.2K$6M+0.44%
Q3 201947.4K$6M+0.45%
Q2 201944.4K$5M+0.39%
Q1 201943.3K$4M+0.35%
Q4 201836.7K$3M+0.33%

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