Birch Hill Investment Advisors’s Walmart WMT Stock Holding History

Birch Hill Investment Advisors’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.19M	Buy	12,192 +955	+8%	+$93.4K	0.05%	104
2025 Q1	$986K	Buy	11,237 +1,564	+16%	+$137K	0.05%	110
2024 Q4	$874K	Buy	9,673 +298	+3%	+$26.9K	0.04%	115
2024 Q3	$757K	Hold	9,375	–	–	0.04%	116
2024 Q2	$635K	Hold	9,375	–	–	0.03%	123
2024 Q1	$564K	Sell	9,375 -453	-5%	-$27.3K	0.03%	124
2023 Q4	$516K	Buy	9,828 +525	+6%	+$27.6K	0.03%	117
2023 Q3	$496K	Hold	9,303	–	–	0.03%	116
2023 Q2	$487K	Sell	9,303 -60	-0.6%	-$3.14K	0.03%	116
2023 Q1	$460K	Hold	9,363	–	–	0.03%	121
2022 Q4	$443K	Hold	9,363	–	–	0.03%	118
2022 Q3	$405K	Hold	9,363	–	–	0.03%	117
2022 Q2	$379K	Sell	9,363 -2,934	-24%	-$119K	0.02%	123
2022 Q1	$610K	Sell	12,297 -4,575	-27%	-$227K	0.03%	111
2021 Q4	$814K	Sell	16,872 -5,475	-24%	-$264K	0.04%	107
2021 Q3	$1.04M	Sell	22,347 -1,200	-5%	-$55.7K	0.06%	97
2021 Q2	$1.11M	Sell	23,547 -3,000	-11%	-$141K	0.06%	92
2021 Q1	$1.2M	Sell	26,547 -8,850	-25%	-$401K	0.07%	89
2020 Q4	$1.7M	Buy	35,397 +5,475	+18%	+$263K	0.1%	78
2020 Q3	$1.4M	Sell	29,922 -135	-0.4%	-$6.29K	0.09%	78
2020 Q2	$1.2M	Sell	30,057 -600	-2%	-$24K	0.09%	80
2020 Q1	$1.16M	Sell	30,657 -3,975	-11%	-$151K	0.1%	74
2019 Q4	$1.37M	Sell	34,632 -2,610	-7%	-$103K	0.09%	81
2019 Q3	$1.47M	Buy	37,242 +324	+0.9%	+$12.8K	0.11%	78
2019 Q2	$1.36M	Hold	36,918	–	–	0.1%	78
2019 Q1	$1.2M	Sell	36,918 -750	-2%	-$24.4K	0.09%	80
2018 Q4	$1.17M	Sell	37,668 -750	-2%	-$23.3K	0.1%	79
2018 Q3	$1.2M	Buy	38,418 +2,025	+6%	+$63.4K	0.09%	80
2018 Q2	$1.04M	Buy	36,393 +13,995	+62%	+$400K	0.08%	82
2018 Q1	$664K	Buy	+22,398	New	+$664K	0.06%	93
2014 Q2	–	Sell	-12,432	Closed	-$317K	–	138
2014 Q1	$317K	Sell	12,432 -7,617	-38%	-$194K	0.03%	116
2013 Q4	$526K	Hold	20,049	–	–	0.06%	105
2013 Q3	$494K	Sell	20,049 -3,966	-17%	-$97.7K	0.06%	105
2013 Q2	$596K	Buy	+24,015	New	+$596K	0.07%	98