Advisors Management Group’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 | $950K | Sell |
7,650
-864
| -10% | -$106K | 0.17% | 88 |
|
|
2025
Q4 | $949K | Sell |
8,514
-303
| -3% | -$32.5K | 0.17% | 83 |
|
|
2025
Q3 | $909K | Sell |
8,817
-113
| -1% | -$11.2K | 0.16% | 88 |
|
|
2025
Q2 | $873K | Sell |
8,930
-242
| -3% | -$23.1K | 0.16% | 88 |
|
|
2025
Q1 | $805K | Buy |
9,172
+30
| +0.3% | +$2.81K | 0.18% | 88 |
|
|
2024
Q4 | $826K | Sell |
9,142
-98
| -1% | -$8.5K | 0.2% | 90 |
|
|
2024
Q3 | $746K | Sell |
9,240
-72
| -0.8% | -$5.29K | 0.18% | 89 |
|
|
2024
Q2 | $631K | Buy |
9,312
+153
| +2% | +$9.63K | 0.16% | 92 |
|
|
2024
Q1 | $551K | Buy |
9,159
+9
| +0.1% | +$515 | 0.14% | 96 |
|
|
2023
Q4 | $481K | Sell |
9,150
-165
| -2% | -$8.73K | 0.13% | 94 |
|
|
2023
Q3 | $497K | Sell |
9,315
-18
| -0.2% | -$958 | 0.15% | 93 |
|
|
2023
Q2 | $489K | Buy |
9,333
+66
| +0.7% | +$3.33K | 0.15% | 93 |
|
|
2023
Q1 | $455K | Sell |
9,267
-2,655
| -22% | -$126K | 0.15% | 91 |
|
|
2022
Q4 | $563K | Sell |
11,922
-6
| -0.1% | -$285 | 0.21% | 75 |
|
|
2022
Q3 | $516K | Sell |
11,928
-312
| -3% | -$13.7K | 0.21% | 78 |
|
|
2022
Q2 | $496K | Buy |
12,240
+5,184
| +73% | +$239K | 0.17% | 81 |
|
|
2022
Q1 | $350K | Buy |
7,056
+549
| +8% | +$25.8K | 0.12% | 93 |
|
|
2021
Q4 | $314K | Hold |
6,507
| – | – | 0.09% | 98 |
|
|
2021
Q3 | $302K | Sell |
6,507
-153
| -2% | -$7.37K | 0.09% | 102 |
|
|
2021
Q2 | $313K | Buy |
6,660
+3
| +0% | +$140 | 0.09% | 102 |
|
|
2021
Q1 | $301K | Buy |
6,657
+579
| +10% | +$26.8K | 0.09% | 97 |
|
|
2020
Q4 | $292K | Buy |
6,078
+300
| +5% | +$14.6K | 0.12% | 83 |
|
|
2020
Q3 | $269K | Hold |
5,778
| – | – | 0.11% | 82 |
|
|
2020
Q2 | $231K | Sell |
5,778
-3
| -0.1% | -$123 | 0.1% | 83 |
|
|
2020
Q1 | $219K | Sell |
5,781
-672
| -10% | -$25.9K | 0.1% | 82 |
|
|
2019
Q4 | $256K | Hold |
6,453
| – | – | 0.1% | 78 |
|
|
2019
Q3 | $255K | Sell |
6,453
-810
| -11% | -$30.6K | 0.11% | 79 |
|
|
2019
Q2 | $267K | Sell |
7,263
-12
| -0.2% | -$414 | 0.12% | 76 |
|
|
2019
Q1 | $237K | Hold |
7,275
| – | – | 0.11% | 79 |
|
|
2018
Q4 | $226K | Buy |
7,275
+30
| +0.4% | +$962 | 0.12% | 73 |
|
|
2018
Q3 | $227K | Hold |
7,245
| – | – | 0.1% | 84 |
|
|
2018
Q2 | $207K | Sell |
7,245
-135
| -2% | -$3.84K | 0.1% | 80 |
|
|
2018
Q1 | $216K | Sell |
7,380
-231
| -3% | -$7.43K | 0.11% | 75 |
|
|
2017
Q4 | $250K | Sell |
7,611
-300
| -4% | -$9.18K | 0.13% | 73 |
|
|
2017
Q3 | $206K | Buy |
+7,911
| New | +$208K | 0.11% | 77 |
|
Other funds holding WMT
VCM
VPM
Advisors Management Group's WMT Position: Q1 2026 in Review
Advisors Management Group reduced its Walmart Inc (WMT) stake by 10% in Q1 2026, selling an estimated $106K and leaving 7,650 shares worth $950K. The position accounts for 0.17% of the portfolio, ranked #88.
Advisors Management Group first reported a position in WMT in Q3 2017 and has held it in 35 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Advisors Management Group held 7,650 shares of Walmart Inc worth $950K as of Q1 2026.
- Advisors Management Group sold 864 Walmart Inc shares in Q1 2026, an estimated $106K.
- Walmart Inc made up 0.17% of Advisors Management Group's portfolio in Q1 2026, its #88 holding.
- Advisors Management Group first reported a position in Walmart Inc in Q3 2017 and has held it in 35 quarters since.
- 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.