Bellecapital’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 | $17.9M | Sell |
158,099
-4,456
| -3% | -$553K | 2.86% | 12 |
|
|
2026
Q1 | $20.2M | Sell |
162,555
-6,131
| -4% | -$753K | 3.64% | 6 |
|
|
2025
Q4 | $18.8M | Sell |
168,686
-35,072
| -17% | -$3.77M | 3.34% | 8 |
|
|
2025
Q3 | $21M | Buy |
203,758
+3,913
| +2% | +$390K | 3.39% | 11 |
|
|
2025
Q2 | $19.5M | Sell |
199,845
-42,493
| -18% | -$4.05M | 3.47% | 11 |
|
|
2025
Q1 | $21.3M | Sell |
242,338
-44,927
| -16% | -$4.21M | 4.2% | 5 |
|
|
2024
Q4 | $26M | Sell |
287,265
-2,285
| -0.8% | -$198K | 4.58% | 4 |
|
|
2024
Q3 | $23.4M | Buy |
289,550
+3,742
| +1% | +$275K | 4.64% | 3 |
|
|
2024
Q2 | $19.4M | Sell |
285,808
-7,429
| -3% | -$468K | 4.1% | 6 |
|
|
2024
Q1 | $17.6M | Buy |
293,237
+6,692
| +2% | +$383K | 3.89% | 4 |
|
|
2023
Q4 | $15.1M | Sell |
286,545
-10,677
| -4% | -$565K | 3.41% | 6 |
|
|
2023
Q3 | $15.8M | Sell |
297,222
-1,746
| -0.6% | -$92.9K | 3.97% | 5 |
|
|
2023
Q2 | $15.7M | Sell |
298,968
-4,116
| -1% | -$208K | 3.79% | 5 |
|
|
2023
Q1 | $14.9M | Buy |
303,084
+957
| +0.3% | +$45.4K | 3.7% | 3 |
|
|
2022
Q4 | $14.3M | Sell |
302,127
-15,030
| -5% | -$714K | 4.01% | 3 |
|
|
2022
Q3 | $13.7M | Sell |
317,157
-46,182
| -13% | -$2.02M | 4.18% | 3 |
|
|
2022
Q2 | $14.7M | Buy |
363,339
+204,177
| +128% | +$9.42M | 4.11% | 4 |
|
|
2022
Q1 | $7.9M | Buy |
159,162
+13,110
| +9% | +$615K | 2.51% | 7 |
|
|
2021
Q4 | $7.04M | Buy |
146,052
+13,098
| +10% | +$625K | 2.01% | 11 |
|
|
2021
Q3 | $6.18M | Buy |
132,954
+2,154
| +2% | +$104K | 1.89% | 14 |
|
|
2021
Q2 | $6.15M | Sell |
130,800
-9,228
| -7% | -$430K | 1.87% | 19 |
|
|
2021
Q1 | $6.34M | Buy |
140,028
+27,414
| +24% | +$1.27M | 1.98% | 16 |
|
|
2020
Q4 | $5.41M | Buy |
112,614
+6,063
| +6% | +$294K | 1.8% | 18 |
|
|
2020
Q3 | $4.97M | Buy |
106,551
+40,128
| +60% | +$1.78M | 2.27% | 14 |
|
|
2020
Q2 | $2.65M | Buy |
66,423
+5,178
| +8% | +$213K | 1.24% | 24 |
|
|
2020
Q1 | $2.32M | Sell |
61,245
-20,238
| -25% | -$778K | 1.48% | 19 |
|
|
2019
Q4 | $3.23M | Buy |
81,483
+12,951
| +19% | +$514K | 1.66% | 17 |
|
|
2019
Q3 | $2.71M | Buy |
68,532
+3,633
| +6% | +$137K | 1.63% | 18 |
|
|
2019
Q2 | $2.39M | Sell |
64,899
-2,691
| -4% | -$92.7K | 1.49% | 21 |
|
|
2019
Q1 | $2.2M | Buy |
67,590
+924
| +1% | +$30K | 1.4% | 23 |
|
|
2018
Q4 | $2.07M | Sell |
66,666
-4,662
| -7% | -$149K | 1.48% | 23 |
|
|
2018
Q3 | $2.23M | Sell |
71,328
-1,113
| -2% | -$34K | 1.46% | 24 |
|
|
2018
Q2 | $2.07M | Buy |
72,441
+46,434
| +179% | +$1.32M | 1.49% | 23 |
|
|
2018
Q1 | $771K | Buy |
26,007
+186
| +0.7% | +$5.98K | 0.72% | 30 |
|
|
2017
Q4 | $850K | Hold |
25,821
| – | – | 0.69% | 30 |
|
|
2017
Q3 | $673K | Buy |
25,821
+12
| +0% | +$315 | 0.79% | 32 |
|
|
2017
Q2 | $651K | Sell |
25,809
-2,754
| -10% | -$69.9K | 0.57% | 37 |
|
|
2017
Q1 | $686K | Hold |
28,563
| – | – | 0.63% | 35 |
|
|
2016
Q4 | $658K | Buy |
28,563
+453
| +2% | +$10.6K | 0.59% | 37 |
|
|
2016
Q3 | $654K | Buy |
28,110
+6,435
| +30% | +$156K | 0.73% | 33 |
|
|
2016
Q2 | $528K | Buy |
21,675
+6,180
| +40% | +$143K | 0.58% | 36 |
|
|
2016
Q1 | $342K | Hold |
15,495
| – | – | 0.46% | 38 |
|
|
2015
Q4 | $317K | Buy |
+15,495
| New | +$311K | 0.41% | 40 |
|
Other funds holding WMT
Bellecapital's WMT Position: Q2 2026 in Review
Bellecapital reduced its Walmart Inc (WMT) stake by 2.7% in Q2 2026, selling an estimated $553K and leaving 158,099 shares worth $17.9M. The position accounts for 2.86% of the portfolio, ranked #12.
Bellecapital first reported a position in WMT in Q4 2015 and has held it in 43 quarters since. The position peaked at $26M in Q4 2024. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Bellecapital held 158,099 shares of Walmart Inc worth $17.9M as of Q2 2026.
- Bellecapital sold 4,456 Walmart Inc shares in Q2 2026, an estimated $553K.
- Walmart Inc made up 2.86% of Bellecapital's portfolio in Q2 2026, its #12 holding.
- Bellecapital first reported a position in Walmart Inc in Q4 2015 and has held it in 43 quarters since.
- Bellecapital's Walmart Inc position peaked at $26M in Q4 2024.
- 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.