Calamos Wealth Management LLC Sells 93,477 Shares of Walmart Inc. $WMT

15 Jul 2026, 14:38 by Tristan Rich · The Markets Daily

Calamos Wealth Management LLC trimmed its holdings in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 33.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 188,429 shares of the retailer’s stock after selling 93,477 shares during the quarter. Walmart comprises about 0.8% of Calamos Wealth Management LLC’s holdings, making the stock its 26th largest position. Calamos Wealth Management LLC’s holdings in Walmart were worth $23,418,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Norges Bank bought a new position in shares of Walmart in the fourth quarter worth approximately $6,458,529,000. AQR Capital Management LLC raised its stake in Walmart by 188.1% in the third quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock valued at $1,199,907,000 after purchasing an additional 7,614,172 shares in the last quarter. Geode Capital Management LLC lifted its position in Walmart by 6.8% during the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock valued at $11,426,753,000 after purchasing an additional 6,517,394 shares during the last quarter. Capital International Investors bought a new stake in Walmart during the fourth quarter valued at approximately $592,848,000. Finally, Vanguard Group Inc. grew its stake in Walmart by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock worth $49,015,626,000 after buying an additional 4,304,436 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

Walmart News Roundup

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart continues to benefit from strong momentum in higher-margin businesses such as advertising, membership, and e-commerce, which are growing faster than its core store operations and supporting the long-term growth story. Where Will Walmart Stock Be in 5 Years?
Positive Sentiment: Walmart just announced its 53rd dividend increase, reinforcing its appeal as a defensive, income-producing stock for investors looking for steady cash returns. Walmart just declared its 53rd dividend increase
Positive Sentiment: Recent coverage also highlights Walmart+ membership growth and faster delivery as drivers of recurring revenue and deeper customer engagement, which could help sustain sales momentum. Can Walmart+ Membership Keep WMT’s Growth Momentum Alive?

Walmart Trading Down 0.9%

WMT stock opened at $113.70 on Wednesday. The company has a market capitalization of $904.83 billion, a PE ratio of 39.89, a price-to-earnings-growth ratio of 4.28 and a beta of 0.60. Walmart Inc. has a one year low of $94.43 and a one year high of $135.15. The company’s 50 day moving average price is $119.80 and its two-hundred day moving average price is $122.07. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77.

Walmart (NASDAQ:WMT – Get Free Report) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, hitting 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 during the quarter, compared to analyst estimates of $174.84 billion. During the same period in the previous year, the business posted $0.61 EPS. The business’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. As a group, analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Walmart news, EVP Latriece Watkins sold 11,000 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $118.97, for a total value of $1,308,670.00. Following the completion of the sale, the executive vice president directly owned 120,203 shares of the company’s stock, valued at $14,300,550.91. The trade was a 8.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director C Douglas Mcmillon sold 19,416 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at approximately $495,230,306.77. The trade was a 0.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 103,170 shares of company stock valued at $12,692,133 over the last three months. 0.09% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

WMT has been the topic of a number of research analyst reports. KeyCorp reissued an “overweight” rating on shares of Walmart in a report on Friday, May 22nd. Piper Sandler reaffirmed an “overweight” rating on shares of Walmart in a report on Monday, June 8th. Wolfe Research reissued an “outperform” rating and issued a $137.00 target price (up from $135.00) on shares of Walmart in a research note on Monday, May 11th. Royal Bank Of Canada reissued an “outperform” rating and issued a $137.00 target price (down from $140.00) on shares of Walmart in a research note on Friday, May 22nd. Finally, BTIG Research reaffirmed a “buy” rating and set a $145.00 price target on shares of Walmart in a research note on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $138.85.

Get Our Latest Analysis on WMT

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.