Walmart Inc. $WMT Shares Sold by Westchester Capital Management Inc.

Posted by Stanley Muller on Jun 13th, 2026

Walmart logo Westchester Capital Management Inc. reduced its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 2.2% in the 4th quarter, Holdings Channel reports. The firm owned 252,891 shares of the retailer’s stock after selling 5,727 shares during the quarter. Walmart accounts for 5.8% of Westchester Capital Management Inc.’s investment portfolio, making the stock its 6th largest holding. Westchester Capital Management Inc.’s holdings in Walmart were worth $28,175,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of WMT. Renaissance Group LLC increased its position in shares of Walmart by 0.9% during the fourth quarter. Renaissance Group LLC now owns 9,636 shares of the retailer’s stock valued at $1,074,000 after buying an additional 83 shares during the period. Calton & Associates Inc. increased its position in shares of Walmart by 0.3% during the fourth quarter. Calton & Associates Inc. now owns 27,220 shares of the retailer’s stock valued at $3,033,000 after buying an additional 84 shares during the period. Advocacy Wealth Management LLC increased its position in shares of Walmart by 2.5% during the fourth quarter. Advocacy Wealth Management LLC now owns 3,392 shares of the retailer’s stock valued at $378,000 after buying an additional 84 shares during the period. Stockman Wealth Management Inc. increased its position in shares of Walmart by 3.5% during the fourth quarter. Stockman Wealth Management Inc. now owns 2,561 shares of the retailer’s stock valued at $285,000 after buying an additional 87 shares during the period. Finally, Capstone Wealth Management LLC increased its position in shares of Walmart by 1.8% during the fourth 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 period. 26.76% of the stock is owned by institutional investors.

Insider Activity

In other news, CEO John R. Furner sold 13,125 shares of the stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the sale, the chief executive officer owned 661,037 shares in the company, valued at $82,021,470.96. This represents a 1.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $118.63, for a total transaction of $2,303,320.08. Following the sale, the director owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. The trade was a 0.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 128,986 shares of company stock valued at $15,927,908. Company insiders own 0.09% of the company’s stock.

Walmart Trading Up 0.4%

NASDAQ:WMT opened at $121.04 on Friday. The company’s 50 day moving average price is $125.28 and its 200-day moving average price is $121.66. Walmart Inc. has a 52 week low of $93.62 and a 52 week high of $135.15. The company has a quick ratio of 0.23, a current ratio of 0.77 and a debt-to-equity ratio of 0.42. The stock has a market cap of $963.25 billion, a price-to-earnings ratio of 42.47, a PEG ratio of 4.50 and a beta of 0.59.

Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The firm had revenue of $177.75 billion for the quarter, compared to analysts’ expectations of $174.84 billion. During the same quarter in the prior year, the company posted $0.61 earnings per share. The business’s revenue for the quarter was up 7.4% on a year-over-year basis. 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 research analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on WMT. Morgan Stanley boosted their price target on shares of Walmart from $135.00 to $140.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. BTIG Research restated a “buy” rating and issued a $145.00 price objective on shares of Walmart in a report on Wednesday, June 3rd. Roth Mkm restated a “buy” rating and issued a $138.00 price objective on shares of Walmart in a report on Friday, February 20th. Raymond James Financial restated an “outperform” rating and issued a $135.00 price objective on shares of Walmart in a report on Friday, March 6th. Finally, BNP Paribas Exane cut their price objective on shares of Walmart from $147.00 to $146.00 and set an “outperform” rating on the stock in a report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Walmart presently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

View Our Latest Stock Report on WMT

Walmart 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.