Ancora 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 | $15.4M | Sell |
123,601
-3,672
| -3% | -$451K | 0.33% | 67 |
|
|
2025
Q4 | $14.2M | Buy |
127,273
+4,981
| +4% | +$535K | 0.29% | 74 |
|
|
2025
Q3 | $12.6M | Sell |
122,292
-3,844
| -3% | -$383K | 0.25% | 85 |
|
|
2025
Q2 | $12.3M | Sell |
126,136
-5,243
| -4% | -$500K | 0.26% | 82 |
|
|
2025
Q1 | $11.5M | Buy |
131,379
+302
| +0.2% | +$28.3K | 0.26% | 78 |
|
|
2024
Q4 | $11.8M | Sell |
131,077
-734
| -0.6% | -$63.7K | 0.26% | 80 |
|
|
2024
Q3 | $10.6M | Sell |
131,811
-1,049
| -0.8% | -$77K | 0.24% | 92 |
|
|
2024
Q2 | $9M | Sell |
132,860
-1,855
| -1% | -$117K | 0.22% | 92 |
|
|
2024
Q1 | $8.11M | Buy |
134,715
+2,673
| +2% | +$153K | 0.18% | 102 |
|
|
2023
Q4 | $6.94M | Buy |
132,042
+5,739
| +5% | +$304K | 0.16% | 125 |
|
|
2023
Q3 | $6.73M | Buy |
126,303
+3,951
| +3% | +$210K | 0.18% | 117 |
|
|
2023
Q2 | $6.41M | Buy |
122,352
+7,521
| +7% | +$379K | 0.17% | 116 |
|
|
2023
Q1 | $5.64M | Buy |
114,831
+8,505
| +8% | +$404K | 0.16% | 125 |
|
|
2022
Q4 | $5.03M | Buy |
106,326
+77,229
| +265% | +$3.67M | 0.14% | 140 |
|
|
2022
Q3 | $1.26M | Buy |
29,097
+5,628
| +24% | +$247K | 0.04% | 315 |
|
|
2022
Q2 | $951K | Buy |
23,469
+441
| +2% | +$20.3K | 0.03% | 379 |
|
|
2022
Q1 | $1.14M | Sell |
23,028
-510
| -2% | -$23.9K | 0.03% | 373 |
|
|
2021
Q4 | $1.14M | Sell |
23,538
-570
| -2% | -$27.2K | 0.03% | 368 |
|
|
2021
Q3 | $1.12M | Buy |
24,108
+831
| +4% | +$40K | 0.03% | 366 |
|
|
2021
Q2 | $1.09M | Buy |
23,277
+177
| +0.8% | +$8.24K | 0.03% | 380 |
|
|
2021
Q1 | $1.05M | Buy |
23,100
+1,824
| +9% | +$84.5K | 0.03% | 375 |
|
|
2020
Q4 | $1.02M | Sell |
21,276
-75
| -0.4% | -$3.64K | 0.03% | 349 |
|
|
2020
Q3 | $995K | Buy |
21,351
+1,005
| +5% | +$44.7K | 0.04% | 315 |
|
|
2020
Q2 | $813K | Buy |
20,346
+1,470
| +8% | +$60.5K | 0.03% | 346 |
|
|
2020
Q1 | $715K | Sell |
18,876
-3,114
| -14% | -$120K | 0.03% | 381 |
|
|
2019
Q4 | $871K | Buy |
21,990
+2,406
| +12% | +$95.5K | 0.03% | 393 |
|
|
2019
Q3 | $774K | Buy |
19,584
+3,750
| +24% | +$142K | 0.03% | 376 |
|
|
2019
Q2 | $583K | Sell |
15,834
-132
| -0.8% | -$4.55K | 0.03% | 391 |
|
|
2019
Q1 | $519K | Sell |
15,966
-3,306
| -17% | -$107K | 0.02% | 418 |
|
|
2018
Q4 | $599K | Buy |
19,272
+6,576
| +52% | +$211K | 0.03% | 383 |
|
|
2018
Q3 | $398K | Sell |
12,696
-6,333
| -33% | -$194K | 0.02% | 534 |
|
|
2018
Q2 | $543K | Sell |
19,029
-6,654
| -26% | -$189K | 0.02% | 464 |
|
|
2018
Q1 | $762K | Buy |
25,683
+7,143
| +39% | +$230K | 0.03% | 380 |
|
|
2017
Q4 | $610K | Sell |
18,540
-6,330
| -25% | -$194K | 0.03% | 392 |
|
|
2017
Q3 | $647K | Buy |
+24,870
| New | +$652K | 0.04% | 403 |
|
|
2017
Q1 | – | Sell |
-3,699
| Closed | -$85K | – | 1076 |
|
|
2016
Q4 | $85K | Buy |
+3,699
| New | +$86.3K | 0.01% | 688 |
|
|
2013
Q3 | – | Sell |
-36,186
| Closed | -$898K | – | 417 |
|
|
2013
Q2 | $898K | Buy |
+36,186
| New | +$927K | 0.15% | 161 |
|
Other funds holding WMT
VCM
VPM
Ancora Advisors's WMT Position: Q1 2026 in Review
Ancora Advisors reduced its Walmart Inc (WMT) stake by 2.9% in Q1 2026, selling an estimated $451K and leaving 123,601 shares worth $15.4M. The position accounts for 0.33% of the portfolio, ranked #67.
Ancora Advisors first reported a position in WMT in Q2 2013 and has held it in 37 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Ancora Advisors held 123,601 shares of Walmart Inc worth $15.4M as of Q1 2026.
- Ancora Advisors sold 3,672 Walmart Inc shares in Q1 2026, an estimated $451K.
- Walmart Inc made up 0.33% of Ancora Advisors's portfolio in Q1 2026, its #67 holding.
- Ancora Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 37 quarters since.
- 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.