KCM Investment Advisors LLC Has $62.91 Million Holdings in Walmart Inc. $WMT

Posted by Francis Steltz on Jun 14th, 2026

Walmart logo KCM Investment Advisors LLC trimmed its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 1.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 564,680 shares of the retailer’s stock after selling 6,764 shares during the quarter. Walmart accounts for 2.0% of KCM Investment Advisors LLC’s holdings, making the stock its 9th biggest position. KCM Investment Advisors LLC’s holdings in Walmart were worth $62,911,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of WMT. Fox Run Management L.L.C. bought a new position in shares of Walmart during the 3rd quarter worth approximately $1,709,000. Vise Technologies Inc. grew its stake in shares of Walmart by 42.1% during the 4th quarter. Vise Technologies Inc. now owns 275,341 shares of the retailer’s stock worth $30,676,000 after acquiring an additional 81,635 shares in the last quarter. Van ECK Associates Corp grew its stake in shares of Walmart by 2.9% during the 3rd quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock worth $104,182,000 after acquiring an additional 28,026 shares in the last quarter. Life Cycle Investment Partners Ltd bought a new position in shares of Walmart during the 4th quarter worth approximately $40,855,000. Finally, Tennessee Valley Asset Management Partners grew its stake in shares of Walmart by 466.6% during the 3rd quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer’s stock worth $1,375,000 after acquiring an additional 10,988 shares in the last quarter. 26.76% of the stock is owned by institutional investors.

Insider Buying and Selling at Walmart

In other Walmart news, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $124.08, for a total transaction of $1,628,550.00. Following the completion of the sale, the chief executive officer owned 661,037 shares of the company’s stock, valued at $82,021,470.96. This trade represents a 1.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the firm’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $123.92, for a total value of $359,368.00. Following the sale, the executive vice president directly owned 577,853 shares of the company’s stock, valued at $71,607,543.76. This represents a 0.50% 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 ninety days, insiders have sold 128,986 shares of company stock worth $15,927,908. 0.09% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

WMT has been the subject of several research reports. Tigress Financial reaffirmed a “buy” rating and set a $155.00 price target (up from $150.00) on shares of Walmart in a research note on Friday, May 29th. UBS Group set a $141.00 price target on shares of Walmart and gave the stock a “buy” rating in a research note on Friday, May 22nd. Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a research note on Monday, June 8th. Roth Mkm reaffirmed a “buy” rating and set a $138.00 price target on shares of Walmart in a research note on Friday, February 20th. Finally, KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a research note on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $138.85.

Check Out Our Latest Research Report on WMT

Walmart Price Performance

NASDAQ:WMT opened at $121.04 on Friday. Walmart Inc. has a 1-year low of $93.62 and a 1-year high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The firm has a fifty day simple moving average of $125.28 and a 200 day simple moving average of $121.66. The stock has a market capitalization of $963.25 billion, a PE ratio of 42.47, a P/E/G ratio of 4.52 and a beta of 0.59.

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

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.