180 Wealth Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.1M | Sell |
62,654
-945
| -1% | -$117K | 0.71% | 30 |
|
|
2026
Q1 | $7.9M | Sell |
63,599
-1,097
| -2% | -$135K | 0.9% | 21 |
|
|
2025
Q4 | $7.21M | Buy |
64,696
+2,609
| +4% | +$280K | 0.82% | 24 |
|
|
2025
Q3 | $6.4M | Sell |
62,087
-5,171
| -8% | -$515K | 0.78% | 26 |
|
|
2025
Q2 | $6.58M | Sell |
67,258
-1,403
| -2% | -$134K | 0.92% | 20 |
|
|
2025
Q1 | $6.03M | Sell |
68,661
-903
| -1% | -$84.7K | 0.96% | 18 |
|
|
2024
Q4 | $6.29M | Buy |
69,564
+4,832
| +7% | +$419K | 0.98% | 17 |
|
|
2024
Q3 | $5.23M | Buy |
64,732
+462
| +0.7% | +$33.9K | 0.82% | 22 |
|
|
2024
Q2 | $4.49M | Buy |
64,270
+679
| +1% | +$42.8K | 0.73% | 26 |
|
|
2024
Q1 | $3.83M | Buy |
63,591
+2,148
| +3% | +$123K | 0.69% | 32 |
|
|
2023
Q4 | $3.26M | Buy |
61,443
+462
| +0.8% | +$24.4K | 0.65% | 32 |
|
|
2023
Q3 | $3.25M | Buy |
60,981
+2,643
| +5% | +$141K | 0.73% | 25 |
|
|
2023
Q2 | $3.08M | Sell |
58,338
-54
| -0.1% | -$2.72K | 0.68% | 27 |
|
|
2023
Q1 | $2.87M | Sell |
58,392
-4,026
| -6% | -$191K | 0.67% | 32 |
|
|
2022
Q4 | $2.96M | Sell |
62,418
-5,127
| -8% | -$243K | 0.7% | 34 |
|
|
2022
Q3 | $2.92M | Buy |
67,545
+669
| +1% | +$29.3K | 0.8% | 26 |
|
|
2022
Q2 | $2.73M | Buy |
66,876
+5,268
| +9% | +$243K | 0.7% | 34 |
|
|
2022
Q1 | $3.24M | Buy |
61,608
+2,862
| +5% | +$134K | 0.71% | 32 |
|
|
2021
Q4 | $2.75M | Buy |
58,746
+1,950
| +3% | +$93.1K | 0.62% | 35 |
|
|
2021
Q3 | $2.66M | Buy |
56,796
+1,353
| +2% | +$65.2K | 0.59% | 40 |
|
|
2021
Q2 | $2.75M | Buy |
55,443
+777
| +1% | +$36.2K | 0.63% | 33 |
|
|
2021
Q1 | $2.58M | Buy |
54,666
+2,997
| +6% | +$139K | 0.64% | 35 |
|
|
2020
Q4 | $2.47M | Buy |
51,669
+1,539
| +3% | +$74.7K | 0.71% | 29 |
|
|
2020
Q3 | $2.4M | Sell |
50,130
-273
| -0.5% | -$12.1K | 0.9% | 22 |
|
|
2020
Q2 | $2.21M | Sell |
50,403
-897
| -2% | -$36.9K | 0.88% | 22 |
|
|
2020
Q1 | $2.03M | Sell |
51,300
-882
| -2% | -$33.9K | 1.05% | 20 |
|
|
2019
Q4 | $2M | Buy |
52,182
+2,700
| +5% | +$107K | 0.8% | 23 |
|
|
2019
Q3 | $1.98M | Buy |
49,482
+774
| +2% | +$29.2K | 0.88% | 24 |
|
|
2019
Q2 | $1.78M | Sell |
48,708
-5,769
| -11% | -$199K | 0.8% | 27 |
|
|
2019
Q1 | $1.84M | Buy |
54,477
+15,015
| +38% | +$487K | 0.83% | 26 |
|
|
2018
Q4 | $1.24M | Hold |
39,462
| – | – | 0.58% | 45 |
|
|
2018
Q3 | $1.24M | Buy |
39,462
+2,919
| +8% | +$89.3K | 0.57% | 45 |
|
|
2018
Q2 | $1.04M | Sell |
36,543
-30,240
| -45% | -$860K | 0.52% | 55 |
|
|
2018
Q1 | $1.98M | Sell |
66,783
-2,604
| -4% | -$83.8K | 1.03% | 19 |
|
|
2017
Q4 | $2.28M | Buy |
+69,387
| New | +$2.12M | 1.16% | 18 |
|
Other funds holding WMT
180 Wealth Advisors's WMT Position: Q2 2026 in Review
180 Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.5% in Q2 2026, selling an estimated $117K and leaving 62,654 shares worth $7.1M. The position accounts for 0.71% of the portfolio, ranked #30.
180 Wealth Advisors first reported a position in WMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.9M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- 180 Wealth Advisors held 62,654 shares of Walmart Inc worth $7.1M as of Q2 2026.
- 180 Wealth Advisors sold 945 Walmart Inc shares in Q2 2026, an estimated $117K.
- Walmart Inc made up 0.71% of 180 Wealth Advisors's portfolio in Q2 2026, its #30 holding.
- 180 Wealth Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 35 quarters since.
- 180 Wealth Advisors's Walmart Inc position peaked at $7.9M in Q1 2026.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.