Biltmore Family Office’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 | $2.59M | Sell |
20,822
-35
| -0.2% | -$4.3K | 0.36% | 56 |
|
|
2025
Q4 | $2.33M | Buy |
20,857
+1,519
| +8% | +$163K | 0.32% | 62 |
|
|
2025
Q3 | $1.99M | Buy |
19,338
+107
| +0.6% | +$10.7K | 0.28% | 65 |
|
|
2025
Q2 | $1.88M | Sell |
19,231
-250
| -1% | -$23.8K | 0.32% | 61 |
|
|
2025
Q1 | $1.71M | Buy |
19,481
+140
| +0.7% | +$13.1K | 0.29% | 61 |
|
|
2024
Q4 | $1.75M | Sell |
19,341
-224
| -1% | -$19.4K | 0.29% | 61 |
|
|
2024
Q3 | $1.58M | Buy |
19,565
+2,787
| +17% | +$205K | 0.27% | 66 |
|
|
2024
Q2 | $1.14M | Buy |
16,778
+45
| +0.3% | +$2.83K | 0.21% | 75 |
|
|
2024
Q1 | $1.01M | Sell |
16,733
-1
| -0% | -$57 | 0.2% | 81 |
|
|
2023
Q4 | $883K | Sell |
16,734
-738
| -4% | -$39K | 0.18% | 83 |
|
|
2023
Q3 | $931K | Hold |
17,472
| – | – | 0.21% | 71 |
|
|
2023
Q2 | $915K | Buy |
17,472
+738
| +4% | +$37.2K | 0.19% | 71 |
|
|
2023
Q1 | $826K | Sell |
16,734
-5,550
| -25% | -$263K | 0.17% | 85 |
|
|
2022
Q4 | $1.06M | Buy |
22,284
+600
| +3% | +$28.5K | 0.22% | 67 |
|
|
2022
Q3 | $937K | Buy |
21,684
+72
| +0.3% | +$3.15K | 0.21% | 66 |
|
|
2022
Q2 | $876K | Buy |
21,612
+3
| +0% | +$138 | 0.22% | 72 |
|
|
2022
Q1 | $1.08M | Buy |
21,609
+228
| +1% | +$10.7K | 0.23% | 70 |
|
|
2021
Q4 | $1.03M | Sell |
21,381
-540
| -2% | -$25.8K | 0.2% | 79 |
|
|
2021
Q3 | $1.02M | Buy |
21,921
+3
| +0% | +$145 | 0.25% | 66 |
|
|
2021
Q2 | $1.03M | Buy |
21,918
+111
| +0.5% | +$5.17K | 0.29% | 58 |
|
|
2021
Q1 | $991K | Buy |
21,807
+3
| +0% | +$139 | 0.31% | 54 |
|
|
2020
Q4 | $1.05M | Buy |
21,804
+10,800
| +98% | +$524K | 0.32% | 50 |
|
|
2020
Q3 | $513K | Sell |
11,004
-2,775
| -20% | -$123K | 0.29% | 80 |
|
|
2020
Q2 | $550K | Sell |
13,779
-729
| -5% | -$30K | 0.33% | 75 |
|
|
2020
Q1 | $552K | Buy |
14,508
+1,530
| +12% | +$58.9K | 0.36% | 72 |
|
|
2019
Q4 | $516K | Buy |
12,978
+3,642
| +39% | +$145K | 0.21% | 92 |
|
|
2019
Q3 | $369K | Buy |
9,336
+306
| +3% | +$11.5K | 0.16% | 114 |
|
|
2019
Q2 | $333K | Hold |
9,030
| – | – | 0.18% | 102 |
|
|
2019
Q1 | $295K | Buy |
9,030
+2,400
| +36% | +$77.8K | 0.15% | 121 |
|
|
2018
Q4 | $207K | Buy |
+6,630
| New | +$213K | 0.12% | 137 |
|
|
2018
Q2 | – | Sell |
-9,675
| Closed | -$289K | – | 157 |
|
|
2018
Q1 | $289K | Hold |
9,675
| – | – | 0.13% | 131 |
|
|
2017
Q4 | $320K | Buy |
+9,675
| New | +$296K | 0.14% | 119 |
|
Other funds holding WMT
VCM
VPM
Biltmore Family Office's WMT Position: Q1 2026 in Review
Biltmore Family Office reduced its Walmart Inc (WMT) stake by 0.17% in Q1 2026, selling an estimated $4.3K and leaving 20,822 shares worth $2.59M. The position accounts for 0.36% of the portfolio, ranked #56.
Biltmore Family Office first reported a position in WMT in Q4 2017 and has held it in 32 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Biltmore Family Office held 20,822 shares of Walmart Inc worth $2.59M as of Q1 2026.
- Biltmore Family Office sold 35 Walmart Inc shares in Q1 2026, an estimated $4.3K.
- Walmart Inc made up 0.36% of Biltmore Family Office's portfolio in Q1 2026, its #56 holding.
- Biltmore Family Office first reported a position in Walmart Inc in Q4 2017 and has held it in 32 quarters since.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.