Appleton Partners’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 | $6.67M | Sell |
58,907
-3,165
| -5% | -$393K | 0.41% | 64 |
|
|
2026
Q1 | $7.71M | Sell |
62,072
-2,185
| -3% | -$268K | 0.54% | 60 |
|
|
2025
Q4 | $7.16M | Sell |
64,257
-191
| -0.3% | -$20.5K | 0.47% | 65 |
|
|
2025
Q3 | $6.64M | Sell |
64,448
-1,376
| -2% | -$137K | 0.45% | 70 |
|
|
2025
Q2 | $6.44M | Sell |
65,824
-2,723
| -4% | -$259K | 0.46% | 69 |
|
|
2025
Q1 | $6.02M | Buy |
68,547
+5,049
| +8% | +$474K | 0.47% | 70 |
|
|
2024
Q4 | $5.74M | Sell |
63,498
-512
| -0.8% | -$44.4K | 0.42% | 71 |
|
|
2024
Q3 | $5.17M | Sell |
64,010
-3,564
| -5% | -$262K | 0.38% | 78 |
|
|
2024
Q2 | $4.58M | Sell |
67,574
-1,001
| -1% | -$63K | 0.35% | 76 |
|
|
2024
Q1 | $4.13M | Sell |
68,575
-59
| -0.1% | -$3.38K | 0.32% | 82 |
|
|
2023
Q4 | $3.61M | Buy |
68,634
+2,283
| +3% | +$121K | 0.29% | 85 |
|
|
2023
Q3 | $3.54M | Sell |
66,351
-858
| -1% | -$45.7K | 0.31% | 82 |
|
|
2023
Q2 | $3.52M | Buy |
67,209
+249
| +0.4% | +$12.6K | 0.3% | 84 |
|
|
2023
Q1 | $3.29M | Buy |
66,960
+111
| +0.2% | +$5.27K | 0.29% | 85 |
|
|
2022
Q4 | $3.16M | Buy |
66,849
+885
| +1% | +$42K | 0.3% | 82 |
|
|
2022
Q3 | $2.85M | Buy |
65,964
+519
| +0.8% | +$22.7K | 0.29% | 88 |
|
|
2022
Q2 | $2.65M | Sell |
65,445
-813
| -1% | -$37.5K | 0.25% | 91 |
|
|
2022
Q1 | $3.29M | Sell |
66,258
-489
| -0.7% | -$23K | 0.27% | 91 |
|
|
2021
Q4 | $3.22M | Buy |
66,747
+4,266
| +7% | +$204K | 0.24% | 91 |
|
|
2021
Q3 | $2.9M | Buy |
62,481
+3,093
| +5% | +$149K | 0.24% | 97 |
|
|
2021
Q2 | $2.79M | Buy |
59,388
+5,418
| +10% | +$252K | 0.24% | 97 |
|
|
2021
Q1 | $2.44M | Buy |
53,970
+10,617
| +24% | +$492K | 0.23% | 101 |
|
|
2020
Q4 | $2.08M | Buy |
43,353
+22,662
| +110% | +$1.1M | 0.21% | 100 |
|
|
2020
Q3 | $965K | Buy |
20,691
+6,486
| +46% | +$288K | 0.11% | 139 |
|
|
2020
Q2 | $567K | Sell |
14,205
-594
| -4% | -$24.4K | 0.07% | 166 |
|
|
2020
Q1 | $560K | Sell |
14,799
-6
| -0% | -$231 | 0.08% | 159 |
|
|
2019
Q4 | $586K | Buy |
14,805
+3,741
| +34% | +$149K | 0.06% | 181 |
|
|
2019
Q3 | $438K | Buy |
11,064
+507
| +5% | +$19.1K | 0.05% | 198 |
|
|
2019
Q2 | $389K | Buy |
10,557
+954
| +10% | +$32.9K | 0.05% | 206 |
|
|
2019
Q1 | $312K | Sell |
9,603
-42
| -0.4% | -$1.36K | 0.04% | 218 |
|
|
2018
Q4 | $299K | Buy |
9,645
+813
| +9% | +$26.1K | 0.04% | 213 |
|
|
2018
Q3 | $276K | Sell |
8,832
-498
| -5% | -$15.2K | 0.04% | 227 |
|
|
2018
Q2 | $266K | Buy |
9,330
+198
| +2% | +$5.63K | 0.04% | 233 |
|
|
2018
Q1 | $271K | Sell |
9,132
-375
| -4% | -$12.1K | 0.04% | 226 |
|
|
2017
Q4 | $313K | Buy |
9,507
+1,170
| +14% | +$35.8K | 0.05% | 213 |
|
|
2017
Q3 | $217K | Buy |
+8,337
| New | +$219K | 0.04% | 226 |
|
|
2017
Q1 | – | Sell |
-8,742
| Closed | -$201K | – | 238 |
|
|
2016
Q4 | $201K | Buy |
+8,742
| New | +$204K | 0.04% | 202 |
|
|
2015
Q4 | – | Sell |
-11,943
| Closed | -$258K | – | 218 |
|
|
2015
Q3 | $258K | Sell |
11,943
-969
| -8% | -$22.2K | 0.06% | 184 |
|
|
2015
Q2 | $305K | Buy |
12,912
+2,796
| +28% | +$71.3K | 0.07% | 152 |
|
|
2015
Q1 | $277K | Sell |
10,116
-4,983
| -33% | -$141K | 0.06% | 158 |
|
|
2014
Q4 | $432K | Sell |
15,099
-2,112
| -12% | -$57.1K | 0.1% | 128 |
|
|
2014
Q3 | $439K | Buy |
17,211
+1,098
| +7% | +$27.7K | 0.1% | 124 |
|
|
2014
Q2 | $403K | Sell |
16,113
-1,416
| -8% | -$36.4K | 0.09% | 129 |
|
|
2014
Q1 | $447K | Buy |
17,529
+1,113
| +7% | +$27.9K | 0.11% | 120 |
|
|
2013
Q4 | $431K | Buy |
16,416
+3,063
| +23% | +$79.1K | 0.1% | 115 |
|
|
2013
Q3 | $329K | Buy |
13,353
+195
| +1% | +$4.92K | 0.09% | 121 |
|
|
2013
Q2 | $327K | Buy |
+13,158
| New | +$337K | 0.09% | 111 |
|
Other funds holding WMT
Appleton Partners's WMT Position: Q2 2026 in Review
Appleton Partners reduced its Walmart Inc (WMT) stake by 5.1% in Q2 2026, selling an estimated $393K and leaving 58,907 shares worth $6.67M. The position accounts for 0.41% of the portfolio, ranked #64.
Appleton Partners first reported a position in WMT in Q2 2013 and has held it in 47 quarters since. The position peaked at $7.71M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Appleton Partners held 58,907 shares of Walmart Inc worth $6.67M as of Q2 2026.
- Appleton Partners sold 3,165 Walmart Inc shares in Q2 2026, an estimated $393K.
- Walmart Inc made up 0.41% of Appleton Partners's portfolio in Q2 2026, its #64 holding.
- Appleton Partners first reported a position in Walmart Inc in Q2 2013 and has held it in 47 quarters since.
- Appleton Partners's Walmart Inc position peaked at $7.71M in Q1 2026.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.