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Jim Simons's Walmart Inc. (WMT) position

Yes: as of Q1 2026, Jim Simons holds 9K shares of WMT worth $1.1M (0.0% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$1.1M
Shares held
9K
% of portfolio
0.0%
Est. average buy price (i)
$99.54
Quarter-end price
$124.28

Estimated trade prices

Average price in quarters with purchases
$65.23
Average prices in quarters with sales
  • Q1 2026: $122.79 (300K shares sold)
  • Q4 2025: $107.34 (931K shares sold)
  • Q4 2024: $86.78 (665K shares sold)
  • Q3 2024: $73.44 (577K shares sold)
  • Q2 2024: $62.97 (2.8M shares sold)
  • Q4 2023: $52.91 (299K shares sold)
  • Q2 2023: $50.45 (1.1M shares sold)
  • Q2 2022: $46.11 (432K shares sold)
  • Q4 2021: $47.74 (2.7M shares sold)

WMT price vs Simons's position

Dates
$40$100$15020222023202420252026Added 861K shares (39.5%) · Q3 2021. Average closing price $48.18 · Price range $46.44–$50.48861KsharespurchasedSold 2.7M shares (89.0%) · Q4 2021. Average closing price $47.74 · Price range $45.16–$50.432.7MsharessoldAdded 456K shares (136.8%) · Q1 2022. Average closing price $46.95 · Price range $44.51–$49.96456KsharespurchasedSold 432K shares (54.8%) · Q2 2022. Average closing price $46.11 · Price range $39.43–$53.29432KsharessoldNew position of 1.1M shares · Q4 2022. Average closing price $47.49 · Price range $42.85–$51.171.1MsharespurchasedAdded 303K shares (26.4%) · Q1 2023. Average closing price $47.46 · Price range $45.66–$49.15303KsharespurchasedSold 1.1M shares (74.0%) · Q2 2023. Average closing price $50.45 · Price range $48.69–$52.581.1MsharessoldAdded 100K shares (26.6%) · Q3 2023. Average closing price $53.21 · Price range $51.16–$55.08100KsharespurchasedSold 299K shares (62.7%) · Q4 2023. Average closing price $52.91 · Price range $50.29–$56.59299KsharessoldAdded 4.2M shares (over 1,000%) · Q1 2024. Average closing price $57.22 · Price range $52.24–$61.454.2MsharespurchasedSold 2.8M shares (64.1%) · Q2 2024. Average closing price $62.97 · Price range $58.85–$68.902.8MsharessoldSold 577K shares (37.0%) · Q3 2024. Average closing price $73.44 · Price range $66.91–$81.40577KsharessoldSold 665K shares (67.6%) · Q4 2024. Average closing price $86.78 · Price range $79.10–$95.70665KsharessoldAdded 2.6M shares (820.5%) · Q1 2025. Average closing price $93.81 · Price range $84.50–$105.052.6MsharespurchasedNew position of 1.2M shares · Q3 2025. Average closing price $99.54 · Price range $94.40–$104.271.2MsharespurchasedSold 931K shares (75.1%) · Q4 2025. Average closing price $107.34 · Price range $100.15–$116.79931KsharessoldSold 300K shares (97.0%) · Q1 2026. Average closing price $122.79 · Price range $112.71–$133.89300Ksharessold← Earlier —1 purchase
Average closing price · filing quarter
$122.79
Price range · filing quarter
$112.71 – $133.89

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −300K −$37M −97.0% 9K May 14, 2026
Q4 2025 Reduced −931K −$100M −75.1% 309K Feb 12, 2026
Q3 2025 New +1.2M +$123M 1.2M Nov 13, 2025
Q1 2025 Added +2.6M +$246M +820.5% 2.9M May 14, 2025
Q4 2024 Reduced −665K −$58M −67.6% 319K Feb 13, 2025
Q3 2024 Reduced −577K −$42M −37.0% 984K Nov 13, 2024
Q2 2024 Reduced −2.8M −$175M −64.1% 1.6M Aug 9, 2024
Q1 2024 Added +4.2M +$239M +2,341.0% 4.3M May 13, 2024
Q4 2023 Reduced −299K −$16M −62.7% 178K Feb 13, 2024
Q3 2023 Added +100K +$5.3M +26.6% 477K Nov 14, 2023
Q2 2023 Reduced −1.1M −$54M −74.0% 377K Aug 11, 2023
Q1 2023 Added +303K +$14M +26.4% 1.4M May 12, 2023
Q4 2022 New +1.1M +$54M 1.1M Feb 13, 2023
Q2 2022 Reduced −432K −$20M −54.8% 356K Aug 12, 2022
Q1 2022 Added +456K +$21M +136.8% 789K May 13, 2022
Q4 2021 Reduced −2.7M −$129M −89.0% 333K Feb 11, 2022
Q3 2021 Added +861K +$41M +39.5% 3.0M Nov 12, 2021
Q2 2021 Added +1.8M +$85M +511.9% 2.2M Aug 13, 2021
Q1 2021 First covered 356K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
19 grouped rows from 19 quarters

Who else owns WMT

JPMorgan Chase & Co

owns 1.5% of shares outstanding
Est. $15.2B · Shares: 122.5M

Morgan Stanley

owns 1.1% of shares outstanding
Est. $10.7B · Shares: 85.9M

Bank of America Corp

owns 0.8% of shares outstanding
Est. $8.2B · Shares: 65.8M

Invesco Ltd.

View investor →
owns 0.6% of shares outstanding
Est. $5.4B · Shares: 43.5M

See all owners of WMT →

More Simons positions

Common questions

Does Jim Simons own WMT?

Yes. As of Q1 2026, Jim Simons disclosed 9K shares of WMT, worth $1.1M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy WMT?

Jim Simons held WMT since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell WMT?

The quarter-by-quarter table above shows each sale and reduction Jim Simons disclosed in WMT. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of WMT does Jim Simons own?

Jim Simons disclosed 9K shares of WMT as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for WMT?

Jim Simons's estimated average buy price for WMT is $99.54, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.