Bartlett & Co Wealth Management’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 | $46.7M | Sell |
358,670
-23,243
| -6% | -$2.85M | 0.6% | 46 |
|
|
2025
Q4 | $42.6M | Sell |
381,913
-4,136
| -1% | -$444K | 0.56% | 47 |
|
|
2025
Q3 | $39.8M | Sell |
386,049
-17,149
| -4% | -$1.71M | 0.53% | 51 |
|
|
2025
Q2 | $39.4M | Sell |
403,198
-4,050
| -1% | -$386K | 0.55% | 52 |
|
|
2025
Q1 | $35.8M | Sell |
407,248
-4,999
| -1% | -$469K | 0.53% | 52 |
|
|
2024
Q4 | $37.3M | Sell |
412,247
-1,395
| -0.3% | -$121K | 0.54% | 52 |
|
|
2024
Q3 | $33.4M | Sell |
413,642
-4,113
| -1% | -$302K | 0.48% | 55 |
|
|
2024
Q2 | $28.3M | Buy |
417,755
+6,675
| +2% | +$420K | 0.43% | 56 |
|
|
2024
Q1 | $24.8M | Sell |
411,080
-5,479
| -1% | -$313K | 0.38% | 59 |
|
|
2023
Q4 | $22M | Sell |
416,559
-4,062
| -1% | -$215K | 0.36% | 62 |
|
|
2023
Q3 | $22.4M | Buy |
420,621
+3,663
| +0.9% | +$195K | 0.4% | 59 |
|
|
2023
Q2 | $21.8M | Buy |
416,958
+1,803
| +0.4% | +$91K | 0.38% | 64 |
|
|
2023
Q1 | $20.5M | Sell |
415,155
-5,427
| -1% | -$258K | 0.4% | 64 |
|
|
2022
Q4 | $20M | Buy |
420,582
+612
| +0.1% | +$29.1K | 0.4% | 63 |
|
|
2022
Q3 | $18.2M | Sell |
419,970
-1,008
| -0.2% | -$44.2K | 0.39% | 67 |
|
|
2022
Q2 | $17.1M | Sell |
420,978
-12,411
| -3% | -$572K | 0.35% | 69 |
|
|
2022
Q1 | $21.6M | Buy |
433,389
+9,471
| +2% | +$445K | 0.38% | 68 |
|
|
2021
Q4 | $20.5M | Sell |
423,918
-5,571
| -1% | -$266K | 0.35% | 70 |
|
|
2021
Q3 | $20M | Sell |
429,489
-4,440
| -1% | -$214K | 0.38% | 69 |
|
|
2021
Q2 | $20.4M | Sell |
433,929
-2,400
| -0.6% | -$112K | 0.39% | 68 |
|
|
2021
Q1 | $19.8M | Buy |
436,329
+7,320
| +2% | +$339K | 0.4% | 67 |
|
|
2020
Q4 | $20.7M | Sell |
429,009
-1,455
| -0.3% | -$70.7K | 0.44% | 67 |
|
|
2020
Q3 | $20.1M | Sell |
430,464
-1,665
| -0.4% | -$74K | 0.47% | 63 |
|
|
2020
Q2 | $17.3M | Sell |
432,129
-15,678
| -4% | -$645K | 0.45% | 64 |
|
|
2020
Q1 | $17M | Sell |
447,807
-10,689
| -2% | -$411K | 0.52% | 59 |
|
|
2019
Q4 | $18.2M | Sell |
458,496
-9,255
| -2% | -$368K | 0.45% | 65 |
|
|
2019
Q3 | $18.5M | Buy |
467,751
+450,870
| +2,671% | +$17M | 0.49% | 61 |
|
|
2019
Q2 | $622K | Sell |
16,881
-192
| -1% | -$6.62K | 0.02% | 189 |
|
|
2019
Q1 | $558K | Buy |
17,073
+648
| +4% | +$21K | 0.02% | 195 |
|
|
2018
Q4 | $513K | Buy |
16,425
+639
| +4% | +$20.5K | 0.02% | 196 |
|
|
2018
Q3 | $494K | Buy |
15,786
+726
| +5% | +$22.2K | 0.02% | 206 |
|
|
2018
Q2 | $430K | Buy |
15,060
+1,593
| +12% | +$45.3K | 0.02% | 210 |
|
|
2018
Q1 | $402K | Buy |
+13,467
| New | +$433K | 0.02% | 209 |
|
Other funds holding WMT
VCM
VPM
Bartlett & Co Wealth Management's WMT Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Walmart Inc (WMT) stake by 6.1% in Q1 2026, selling an estimated $2.85M and leaving 358,670 shares worth $46.7M. The position accounts for 0.6% of the portfolio, ranked #46.
Bartlett & Co Wealth Management first reported a position in WMT in Q1 2018 and has held it in 33 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Bartlett & Co Wealth Management held 358,670 shares of Walmart Inc worth $46.7M as of Q1 2026.
- Bartlett & Co Wealth Management sold 23,243 Walmart Inc shares in Q1 2026, an estimated $2.85M.
- Walmart Inc made up 0.6% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #46 holding.
- Bartlett & Co Wealth Management first reported a position in Walmart Inc in Q1 2018 and has held it in 33 quarters since.
- 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.