Arete 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 | $8.86M | Buy |
71,317
+9,074
| +15% | +$1.11M | 0.66% | 36 |
|
|
2025
Q4 | $6.93M | Sell |
62,243
-1,789
| -3% | -$192K | 0.42% | 55 |
|
|
2025
Q3 | $6.6M | Sell |
64,032
-14,590
| -19% | -$1.45M | 0.41% | 56 |
|
|
2025
Q2 | $7.69M | Buy |
78,622
+10,596
| +16% | +$1.01M | 0.55% | 40 |
|
|
2025
Q1 | $5.97M | Buy |
68,026
+7,734
| +13% | +$726K | 0.46% | 49 |
|
|
2024
Q4 | $5.45M | Sell |
60,292
-8,999
| -13% | -$781K | 0.39% | 55 |
|
|
2024
Q3 | $5.59M | Sell |
69,291
-6,327
| -8% | -$465K | 0.48% | 43 |
|
|
2024
Q2 | $5.11M | Sell |
75,618
-16,285
| -18% | -$1.03M | 0.42% | 52 |
|
|
2024
Q1 | $5.53M | Buy |
91,903
+1,315
| +1% | +$75.2K | 0.51% | 46 |
|
|
2023
Q4 | $4.76M | Sell |
90,588
-2,397
| -3% | -$127K | 0.36% | 60 |
|
|
2023
Q3 | $4.96M | Sell |
92,985
-16,197
| -15% | -$862K | 0.86% | 22 |
|
|
2023
Q2 | $5.72M | Buy |
109,182
+16,782
| +18% | +$847K | 0.51% | 40 |
|
|
2023
Q1 | $4.54M | Buy |
92,400
+5,718
| +7% | +$271K | 0.37% | 60 |
|
|
2022
Q4 | $4.1B | Buy |
86,682
+2,187
| +3% | +$104K | 0.36% | 58 |
|
|
2022
Q3 | $3.65M | Buy |
84,495
+21,969
| +35% | +$962K | 0.36% | 57 |
|
|
2022
Q2 | $2.54M | Buy |
62,526
+4,752
| +8% | +$219K | 0.26% | 82 |
|
|
2022
Q1 | $2.87M | Buy |
57,774
+2,226
| +4% | +$105K | 0.24% | 87 |
|
|
2021
Q4 | $2.67M | Buy |
55,548
+1,509
| +3% | +$72K | 0.23% | 85 |
|
|
2021
Q3 | $2.51M | Buy |
54,039
+2,202
| +4% | +$106K | 0.28% | 81 |
|
|
2021
Q2 | $1.97M | Buy |
51,837
+2,658
| +5% | +$124K | 0.28% | 78 |
|
|
2021
Q1 | $2.23M | Buy |
49,179
+11,025
| +29% | +$511K | 0.28% | 81 |
|
|
2020
Q4 | $1.84M | Buy |
38,154
+3,495
| +10% | +$170K | 0.26% | 86 |
|
|
2020
Q3 | $1.62M | Buy |
34,659
+3,114
| +10% | +$138K | 0.24% | 98 |
|
|
2020
Q2 | $1.26M | Buy |
31,545
+9,774
| +45% | +$402K | 0.22% | 119 |
|
|
2020
Q1 | $824K | Buy |
21,771
+180
| +0.8% | +$6.92K | 0.16% | 141 |
|
|
2019
Q4 | $855K | Sell |
21,591
-3,270
| -13% | -$130K | 0.15% | 161 |
|
|
2019
Q3 | $983K | Buy |
24,861
+2,541
| +11% | +$95.9K | 0.19% | 132 |
|
|
2019
Q2 | $822K | Buy |
22,320
+5,313
| +31% | +$183K | 0.16% | 157 |
|
|
2019
Q1 | $553K | Sell |
17,007
-42
| -0.2% | -$1.36K | 0.12% | 196 |
|
|
2018
Q4 | $529K | Buy |
17,049
+1,959
| +13% | +$62.8K | 0.13% | 185 |
|
|
2018
Q3 | $472K | Buy |
15,090
+1,650
| +12% | +$50.5K | 0.1% | 195 |
|
|
2018
Q2 | $384K | Buy |
13,440
+5,421
| +68% | +$154K | 0.09% | 231 |
|
|
2018
Q1 | $238K | Buy |
8,019
+1,812
| +29% | +$58.3K | 0.08% | 279 |
|
|
2017
Q4 | $204K | Sell |
6,207
-1,932
| -24% | -$59.1K | 0.07% | 295 |
|
|
2017
Q3 | $212K | Buy |
+8,139
| New | +$214K | 0.08% | 243 |
|
Other funds holding WMT
VCM
VPM
Arete Wealth Advisors's WMT Position: Q1 2026 in Review
Arete Wealth Advisors increased its Walmart Inc (WMT) stake by 15% in Q1 2026, buying an estimated $1.11M and bringing the position to 71,317 shares worth $8.86M. The position accounts for 0.66% of the portfolio, ranked #36.
Arete Wealth Advisors first reported a position in WMT in Q3 2017 and has held it in 35 quarters since. The position peaked at $4.1B in Q4 2022. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Arete Wealth Advisors held 71,317 shares of Walmart Inc worth $8.86M as of Q1 2026.
- Arete Wealth Advisors bought 9,074 Walmart Inc shares in Q1 2026, an estimated $1.11M.
- Walmart Inc made up 0.66% of Arete Wealth Advisors's portfolio in Q1 2026, its #36 holding.
- Arete Wealth Advisors first reported a position in Walmart Inc in Q3 2017 and has held it in 35 quarters since.
- Arete Wealth Advisors's Walmart Inc position peaked at $4.1B in Q4 2022.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.