Meiji Yasuda Asset Management Trims Walmart Stake

Institutional investor reduces holding in retail giant by 3.7% in Q3

Published on Mar. 8, 2026

Meiji Yasuda Asset Management Co Ltd. has trimmed its stake in Walmart Inc. (NASDAQ:WMT) by 3.7% in the third quarter, according to a recent SEC filing. The institutional investor now owns 217,518 shares of the retailer's stock, valued at $22.4 million as of the most recent filing.

Why it matters

Walmart is one of the world's largest retailers, and changes in institutional ownership can provide insights into market sentiment around the company's performance and future prospects. Meiji Yasuda's decision to reduce its Walmart position may signal broader concerns about the retailer's outlook among some investors.

The details

According to the SEC filing, Meiji Yasuda sold 8,280 Walmart shares during the third quarter. The firm now holds a 1.1% stake in the company, making Walmart its 11th largest holding. Other institutional investors have also adjusted their Walmart positions in recent quarters, with some adding to their stakes while others, like Meiji Yasuda, have trimmed their exposure.

  • Meiji Yasuda made the share sale in the third quarter of 2026.

The players

Meiji Yasuda Asset Management Co Ltd.

An institutional investor that manages a portfolio of stocks, including a position in Walmart.

Walmart Inc.

A multinational retail corporation that operates a broad portfolio of store formats and digital services, including large-format supercenters, discount department stores, and a membership warehouse chain.

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The takeaway

Meiji Yasuda's decision to reduce its Walmart stake by 3.7% may signal some investor concerns about the retailer's performance and outlook, though the company remains a significant holding in the firm's portfolio. Walmart's stock performance and institutional ownership changes are closely watched by investors and analysts as indicators of the company's competitive position and future growth potential.