Vise Technologies Inc. Has $30.68 Million Holdings in Walmart Inc. $WMT

Posted by George Bondi on Jun 5th, 2026

Walmart logo Vise Technologies Inc. grew its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 42.1% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 275,341 shares of the retailer’s stock after purchasing an additional 81,635 shares during the period. Walmart comprises approximately 0.9% of Vise Technologies Inc.’s portfolio, making the stock its 28th biggest position. Vise Technologies Inc.’s holdings in Walmart were worth $30,676,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of WMT. Calton & Associates Inc. boosted its holdings in Walmart by 0.3% during the 4th quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock worth $3,033,000 after acquiring an additional 84 shares during the last quarter. Stockman Wealth Management Inc. grew its position in Walmart by 3.5% in the 4th quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock worth $285,000 after purchasing an additional 87 shares in the last quarter. Capstone Wealth Management LLC increased its stake in Walmart by 1.8% in the 4th quarter. Capstone Wealth Management LLC now owns 4,955 shares of the retailer’s stock valued at $552,000 after buying an additional 89 shares during the last quarter. Ellenbecker Investment Group lifted its position in shares of Walmart by 0.6% during the 4th quarter. Ellenbecker Investment Group now owns 14,475 shares of the retailer’s stock worth $1,613,000 after buying an additional 90 shares in the last quarter. Finally, Matrix Trust Co boosted its stake in shares of Walmart by 20.0% in the 4th quarter. Matrix Trust Co now owns 547 shares of the retailer’s stock worth $61,000 after buying an additional 91 shares during the last quarter. Institutional investors own 26.76% of the company’s stock.

Walmart Trading Up 0.7%

Shares of Walmart stock opened at $117.74 on Friday. The company’s 50-day moving average price is $125.70 and its 200-day moving average price is $121.09. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. Walmart Inc. has a 12-month low of $93.43 and a 12-month high of $135.15. The company has a market cap of $936.98 billion, a price-to-earnings ratio of 41.31, a PEG ratio of 4.36 and a beta of 0.59.

Walmart (NASDAQ:WMT – Get Free Report) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.66. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same quarter last year, the business posted $0.61 earnings per share. The firm’s revenue was up 7.4% compared to the same quarter last year. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. On average, equities analysts expect that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages recently weighed in on WMT. Tigress Financial reissued a “buy” rating and issued a $155.00 price target (up from $150.00) on shares of Walmart in a report on Friday, May 29th. Roth Mkm restated a “buy” rating and set a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $138.00 price target on shares of Walmart in a research report on Friday, February 20th. Oppenheimer reaffirmed an “outperform” rating and issued a $140.00 price objective (up from $125.00) on shares of Walmart in a report on Monday, February 9th. Finally, Evercore reissued an “outperform” rating on shares of Walmart in a report on Monday, May 18th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, Walmart has an average rating of “Moderate Buy” and a consensus target price of $138.85.

View Our Latest Report on WMT

Key Headlines Impacting Walmart

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart expanded its delivery offering to include Subway from in-store restaurant locations, which could make its app more useful, increase delivery orders, and strengthen its competitive position against DoorDash, Uber Eats, and Amazon. Walmart Adds Express Delivery From In-Store Restaurants, Starting With Subway®
Positive Sentiment: Shareholders approved management’s direction at the annual meeting, with CEO John Furner highlighting strong FY26 results and continued omnichannel performance, reinforcing confidence in Walmart’s business model. Walmart Announces 2026 Annual Shareholders’ Meeting Voting Results
Neutral Sentiment: Investors rejected a proposal requiring a report on how AI and automation affect workers, removing a potential compliance burden but not changing near-term fundamentals. Walmart Shareholders Reject Bid to Require AI Workplace Impact Report
Neutral Sentiment: Walmart’s broader AI and retail-tech initiatives, including internal coding tools and efforts to avoid vendor lock-in, support longer-term efficiency gains but are not immediate stock catalysts. Code Puppy: Walmart’s secret weapon against AI lock-in
Negative Sentiment: A new lawsuit over hiring practices in Massachusetts adds a legal and compliance overhang that could create distraction and headline risk for the stock. Walmart Lawsuit Puts Massachusetts Hiring Practices And Investor Risks In Focus

Insider Activity at Walmart

In related news, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $123.92, for a total transaction of $359,368.00. Following the transaction, the executive vice president directly owned 577,853 shares of the company’s stock, valued at approximately $71,607,543.76. This trade represents a 0.50% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the transaction, the chief executive officer directly owned 687,287 shares in the company, valued at $83,821,522.52. This trade represents a 1.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 117,008 shares of company stock worth $14,492,704 in the last quarter. 0.09% of the stock is owned by company insiders.

Walmart Company Profile

(Free Report)

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.