Generate Investment Management Ltd Reduces Walmart Stake by 14.3%

Institutional investor sells 10,000 shares of retail giant in Q4 2025

Mar. 29, 2026 at 9:56am

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Generate Investment Management Ltd decreased its stake in Walmart Inc. (NASDAQ:WMT) by 14.3% in the fourth quarter of 2025, according to a recent SEC filing. The firm sold 10,000 shares, leaving it with 60,000 shares worth $6.68 million as of the end of the quarter.

Why it matters

Institutional investors like Generate Investment Management closely monitor and adjust their positions in major retail stocks like Walmart. This filing provides insight into how some large funds are viewing the company's performance and outlook.

The details

According to the filing, Generate Investment Management sold 10,000 shares of Walmart stock during the fourth quarter of 2025, reducing its total position by 14.3%. The firm now holds 60,000 shares of the retailer, valued at $6.68 million as of the end of the quarter. The sale comes as Walmart stock has seen solid gains over the past year, rising from around $112 per share to over $124 per share.

  • Generate Investment Management filed the 13F report disclosing the Walmart stake reduction on March 29, 2026.
  • The shares were sold during the fourth quarter of 2025.

The players

Generate Investment Management Ltd

A global investment management firm that focuses on sustainable investing.

Walmart Inc.

The world's largest company by revenue and a leading multinational retailer operating discount department stores, membership warehouse clubs, and grocery stores.

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What they’re saying

“We must continue to monitor and adjust our positions in major retail stocks like Walmart to align with our investment strategy.”

— David Blood, Co-Founder, Generate Investment Management

What’s next

Investors will be watching to see if Generate Investment Management continues to reduce its Walmart stake or if it rebuilds its position in the coming quarters.

The takeaway

This filing provides a window into how a prominent sustainable investing firm is viewing the prospects of retail giant Walmart. The sale suggests Generate Investment Management sees better opportunities elsewhere, even as Walmart's stock has performed well recently.