Berkshire Asset 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 | $47.8M | Sell |
384,220
-6,827
| -2% | -$838K | 2.05% | 16 |
|
|
2025
Q4 | $43.6M | Buy |
391,047
+1,150
| +0.3% | +$123K | 1.91% | 15 |
|
|
2025
Q3 | $40.2M | Buy |
389,897
+427
| +0.1% | +$42.5K | 1.71% | 21 |
|
|
2025
Q2 | $38.1M | Sell |
389,470
-681
| -0.2% | -$64.9K | 1.73% | 21 |
|
|
2025
Q1 | $38M | Sell |
390,151
-212,903
| -35% | -$20M | 1.82% | 21 |
|
|
2024
Q4 | $57.1M | Sell |
603,054
-15,148
| -2% | -$1.31M | 2.7% | 6 |
|
|
2024
Q3 | $41.9M | Hold |
618,202
| – | – | 2.13% | 13 |
|
|
2024
Q2 | $41.9M | Buy |
618,202
+22,264
| +4% | +$1.4M | 2.09% | 13 |
|
|
2024
Q1 | $35.9M | Sell |
595,938
-1,548
| -0.3% | -$88.6K | 1.9% | 17 |
|
|
2023
Q4 | $31.4M | Buy |
597,486
+696
| +0.1% | +$36.8K | 1.79% | 22 |
|
|
2023
Q3 | $31.8M | Sell |
596,790
-4,743
| -0.8% | -$252K | 1.98% | 17 |
|
|
2023
Q2 | $31.5M | Buy |
601,533
+10,053
| +2% | +$507K | 1.87% | 24 |
|
|
2023
Q1 | $29.1M | Sell |
591,480
-885
| -0.1% | -$42K | 1.8% | 22 |
|
|
2022
Q4 | $28M | Buy |
592,365
+10,212
| +2% | +$485K | 1.8% | 25 |
|
|
2022
Q3 | $25.2M | Sell |
582,153
-555
| -0.1% | -$24.3K | 1.78% | 26 |
|
|
2022
Q2 | $23.6M | Buy |
582,708
+40,674
| +8% | +$1.88M | 1.54% | 31 |
|
|
2022
Q1 | $26.9M | Buy |
542,034
+26,718
| +5% | +$1.25M | 1.7% | 27 |
|
|
2021
Q4 | $24.9M | Buy |
515,316
+10,857
| +2% | +$518K | 1.51% | 28 |
|
|
2021
Q3 | $23.4M | Buy |
504,459
+8,010
| +2% | +$386K | 1.57% | 26 |
|
|
2021
Q2 | $23.3M | Buy |
496,449
+45,201
| +10% | +$2.11M | 1.58% | 28 |
|
|
2021
Q1 | $20.4M | Sell |
451,248
-31,089
| -6% | -$1.44M | 1.52% | 28 |
|
|
2020
Q4 | $23.2M | Buy |
482,337
+2,583
| +0.5% | +$125K | 1.78% | 23 |
|
|
2020
Q3 | $22.4M | Sell |
479,754
-49,104
| -9% | -$2.18M | 2.16% | 22 |
|
|
2020
Q2 | $21.1M | Buy |
528,858
+40,728
| +8% | +$1.68M | 1.94% | 22 |
|
|
2020
Q1 | $18.5M | Sell |
488,130
-19,695
| -4% | -$758K | 1.92% | 20 |
|
|
2019
Q4 | $20.1M | Sell |
507,825
-17,976
| -3% | -$714K | 1.71% | 29 |
|
|
2019
Q3 | $20.8M | Sell |
525,801
-39,933
| -7% | -$1.51M | 1.79% | 27 |
|
|
2019
Q2 | $20.8M | Sell |
565,734
-5,073
| -0.9% | -$175K | 1.73% | 28 |
|
|
2019
Q1 | $18.6M | Sell |
570,807
-8,997
| -2% | -$292K | 1.57% | 29 |
|
|
2018
Q4 | $18M | Buy |
579,804
+12,174
| +2% | +$390K | 1.68% | 24 |
|
|
2018
Q3 | $17.8M | Buy |
567,630
+26,130
| +5% | +$799K | 1.5% | 31 |
|
|
2018
Q2 | $15.5M | Buy |
541,500
+27,612
| +5% | +$785K | 1.45% | 29 |
|
|
2018
Q1 | $15.2M | Buy |
513,888
+31,302
| +6% | +$1.01M | 1.48% | 28 |
|
|
2017
Q4 | $15.9M | Buy |
482,586
+63,672
| +15% | +$1.95M | 1.54% | 27 |
|
|
2017
Q3 | $10.9M | Buy |
418,914
+2,673
| +0.6% | +$70.1K | 1.22% | 34 |
|
|
2017
Q2 | $10.5M | Buy |
416,241
+5,982
| +1% | +$152K | 1.19% | 34 |
|
|
2017
Q1 | $9.86M | Buy |
410,259
+33,369
| +9% | +$768K | 1.17% | 33 |
|
|
2016
Q4 | $8.68M | Buy |
376,890
+32,661
| +9% | +$762K | 1.12% | 37 |
|
|
2016
Q3 | $8.28M | Buy |
344,229
+42,249
| +14% | +$1.02M | 1.19% | 33 |
|
|
2016
Q2 | $7.35M | Buy |
301,980
+31,635
| +12% | +$732K | 1.12% | 35 |
|
|
2016
Q1 | $6.17M | Buy |
270,345
+19,911
| +8% | +$437K | 0.96% | 38 |
|
|
2015
Q4 | $5.12M | Sell |
250,434
-34,827
| -12% | -$699K | 0.85% | 43 |
|
|
2015
Q3 | $6.17M | Buy |
285,261
+216,921
| +317% | +$4.98M | 1.1% | 34 |
|
|
2015
Q2 | $1.62M | Buy |
68,340
+1,836
| +3% | +$46.8K | 0.27% | 72 |
|
|
2015
Q1 | $1.82M | Sell |
66,504
-540
| -0.8% | -$15.3K | 0.31% | 66 |
|
|
2014
Q4 | $1.92M | Sell |
67,044
-1,968
| -3% | -$53.2K | 0.33% | 64 |
|
|
2014
Q3 | $1.76M | Hold |
69,012
| – | – | 0.32% | 65 |
|
|
2014
Q2 | $1.73M | Sell |
69,012
-549
| -0.8% | -$14.1K | 0.32% | 66 |
|
|
2014
Q1 | $1.77M | Buy |
69,561
+204
| +0.3% | +$5.12K | 0.34% | 63 |
|
|
2013
Q4 | $1.82M | Buy |
69,357
+8,529
| +14% | +$220K | 0.34% | 65 |
|
|
2013
Q3 | $1.5M | Buy |
60,828
+1,611
| +3% | +$40.6K | 0.36% | 68 |
|
|
2013
Q2 | $1.47M | Buy |
+59,217
| New | +$1.52M | 0.41% | 63 |
|
Other funds holding WMT
VCM
VPM
Berkshire Asset Management's WMT Position: Q1 2026 in Review
Berkshire Asset Management reduced its Walmart Inc (WMT) stake by 1.7% in Q1 2026, selling an estimated $838K and leaving 384,220 shares worth $47.8M. The position accounts for 2.05% of the portfolio, ranked #16.
Berkshire Asset Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $57.1M in Q4 2024. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Berkshire Asset Management held 384,220 shares of Walmart Inc worth $47.8M as of Q1 2026.
- Berkshire Asset Management sold 6,827 Walmart Inc shares in Q1 2026, an estimated $838K.
- Walmart Inc made up 2.05% of Berkshire Asset Management's portfolio in Q1 2026, its #16 holding.
- Berkshire Asset Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
- Berkshire Asset Management's Walmart Inc position peaked at $57.1M in Q4 2024.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.