Aaron 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
Q1 | $11.8M | Sell |
94,896
-11,410
| -11% | -$1.4M | 0.67% | 24 |
|
|
2025
Q4 | $11.8M | Buy |
106,306
+9,328
| +10% | +$1M | 0.65% | 26 |
|
|
2025
Q3 | $9.99M | Buy |
96,978
+29,499
| +44% | +$2.94M | 0.59% | 27 |
|
|
2025
Q2 | $6.6M | Buy |
67,479
+1,235
| +2% | +$118K | 0.67% | 25 |
|
|
2025
Q1 | $5.82M | Buy |
66,244
+841
| +1% | +$78.9K | 0.67% | 23 |
|
|
2024
Q4 | $5.91M | Buy |
65,403
+2,379
| +4% | +$206K | 0.69% | 23 |
|
|
2024
Q3 | $5.09M | Buy |
63,024
+4,844
| +8% | +$356K | 0.61% | 23 |
|
|
2024
Q2 | $3.94M | Buy |
58,180
+2,985
| +5% | +$188K | 0.55% | 28 |
|
|
2024
Q1 | $3.32M | Buy |
55,195
+5,584
| +11% | +$320K | 0.48% | 32 |
|
|
2023
Q4 | $2.61M | Sell |
49,611
-45,294
| -48% | -$2.4M | 0.43% | 31 |
|
|
2023
Q3 | $5.06M | Buy |
94,905
+225
| +0.2% | +$12K | 0.65% | 24 |
|
|
2023
Q2 | $4.96M | Buy |
94,680
+711
| +0.8% | +$35.9K | 0.65% | 32 |
|
|
2023
Q1 | $4.62M | Sell |
93,969
-873
| -0.9% | -$41.4K | 0.64% | 35 |
|
|
2022
Q4 | $4.48M | Buy |
94,842
+14,577
| +18% | +$692K | 0.65% | 35 |
|
|
2022
Q3 | $3.47M | Buy |
80,265
+22,944
| +40% | +$1.01M | 0.64% | 37 |
|
|
2022
Q2 | $2.32M | Sell |
57,321
-9,615,477
| -99% | -$443M | 0.58% | 35 |
|
|
2022
Q1 | $21.7M | Buy |
9,672,798
+9,608,241
| +14,883% | +$451M | 0.3% | 39 |
|
|
2021
Q4 | $3.11M | Buy |
64,557
+42,795
| +197% | +$2.04M | 0.87% | 28 |
|
|
2021
Q3 | $1.01M | Sell |
21,762
-183
| -0.8% | -$8.82K | 0.29% | 47 |
|
|
2021
Q2 | $1.03M | Buy |
21,945
+195
| +0.9% | +$9.08K | 0.34% | 49 |
|
|
2021
Q1 | $984K | Buy |
21,750
+11,046
| +103% | +$512K | 0.36% | 49 |
|
|
2020
Q4 | $514K | Buy |
+10,704
| New | +$520K | 0.19% | 76 |
|
Other funds holding WMT
VCM
VPM