Perigon Wealth Management Trims Walmart Stake

Institutional investor reduces holding in retail giant by 14.6% in Q4 2025

Apr. 4, 2026 at 9:42am

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An extreme close-up of intricate gears, levers, and metal components of a banking machine, conveying a sense of financial power and security through its heavy, industrial design.A reduction in institutional ownership of Walmart shares suggests broader portfolio adjustments, though the retail giant's stock performance remains a focus for investors.Bentonville Today

Perigon Wealth Management LLC, an institutional investor, reduced its stake in Walmart Inc. (NASDAQ:WMT) by 14.6% during the fourth quarter of 2025, according to a recent SEC filing. The firm now holds 149,110 shares of the retailer's stock, valued at $16.61 million.

Why it matters

Walmart is one of the world's largest retailers, and changes in institutional ownership can provide insights into market sentiment and investment trends around the company. This move by Perigon Wealth Management reflects broader portfolio adjustments, though the reasons behind the reduction are not explicitly stated.

The details

According to the 13F filing, Perigon Wealth Management sold 25,446 shares of Walmart stock during the fourth quarter. The firm's total holdings in the retailer are now valued at $16.61 million. Walmart's stock price has fluctuated in recent quarters, closing at $125.79 on the most recent trading day.

  • Perigon Wealth Management reduced its Walmart stake during the fourth quarter of 2025.
  • Walmart's stock price closed at $125.79 on the most recent trading day.

The players

Perigon Wealth Management LLC

An institutional investor that reduced its stake in Walmart Inc. by 14.6% in the fourth quarter of 2025.

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

This reduction in Perigon Wealth Management's Walmart holdings reflects broader portfolio adjustments by the institutional investor, though the specific reasons behind the move are not clear. Walmart's stock price performance and institutional ownership changes can provide insights into market sentiment around the retail giant.