Boltwood Capital Management’s Walmart WMT Stock Holding History

Boltwood Capital Management’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	$1.93M	Sell	19,782 -104	-0.5%	-$10.2K	0.55%	50
2025 Q1	$1.75M	Sell	19,886 -211	-1%	-$18.5K	0.53%	52
2024 Q4	$1.82M	Sell	20,097 -40	-0.2%	-$3.61K	0.55%	51
2024 Q3	$1.63M	Sell	20,137 -610	-3%	-$49.3K	0.48%	57
2024 Q2	$1.4M	Sell	20,747 -1,294	-6%	-$87.6K	0.44%	62
2024 Q1	$1.33M	Sell	22,041 -180	-0.8%	-$10.8K	0.41%	65
2023 Q4	$1.17M	Sell	22,221 -75	-0.3%	-$3.94K	0.39%	67
2023 Q3	$1.19M	Sell	22,296 -120	-0.5%	-$6.4K	0.44%	59
2023 Q2	$1.17M	Sell	22,416 -1,905	-8%	-$99.8K	0.42%	63
2023 Q1	$1.2M	Sell	24,321 -1,554	-6%	-$76.4K	0.45%	57
2022 Q4	$1.22M	Sell	25,875 -600	-2%	-$28.4K	0.5%	51
2022 Q3	$1.15M	Sell	26,475 -12,600	-32%	-$545K	0.52%	54
2022 Q2	$1.58M	Sell	39,075 -531	-1%	-$21.5K	0.69%	47
2022 Q1	$1.97M	Sell	39,606 -441	-1%	-$21.9K	0.76%	44
2021 Q4	$1.93M	Buy	40,047 +141	+0.4%	+$6.8K	0.71%	44
2021 Q3	$1.85M	Sell	39,906 -300	-0.7%	-$13.9K	0.75%	42
2021 Q2	$1.89M	Hold	40,206	–	–	0.78%	43
2021 Q1	$1.82M	Hold	40,206	–	–	0.81%	42
2020 Q4	$1.93M	Hold	40,206	–	–	0.94%	34
2020 Q3	$1.88M	Hold	40,206	–	–	1.05%	32
2020 Q2	$1.61M	Sell	40,206 -1,440	-3%	-$57.5K	0.97%	36
2020 Q1	$1.58M	Sell	41,646 -750	-2%	-$28.4K	1.12%	30
2019 Q4	$1.68M	Sell	42,396 -432	-1%	-$17.1K	0.94%	35
2019 Q3	$1.69M	Hold	42,828	–	–	1.07%	32
2019 Q2	$1.58M	Sell	42,828 -1,116	-3%	-$41.1K	1%	35
2019 Q1	$1.43M	Sell	43,944 -1,047	-2%	-$34K	0.93%	36
2018 Q4	$1.4M	Hold	44,991	–	–	0.96%	35
2018 Q3	$1.41M	Sell	44,991 -300	-0.7%	-$9.39K	0.84%	37
2018 Q2	$1.29M	Sell	45,291 -1,800	-4%	-$51.4K	0.84%	37
2018 Q1	$1.4M	Sell	47,091 -9,000	-16%	-$267K	0.96%	37
2017 Q4	$1.85M	Sell	56,091 -1,500	-3%	-$49.4K	1.13%	28
2017 Q3	$1.5M	Sell	57,591 -891	-2%	-$23.2K	0.97%	36
2017 Q2	$1.48M	Hold	58,482	–	–	1%	35
2017 Q1	$1.41M	Hold	58,482	–	–	0.98%	35
2016 Q4	$1.35M	Hold	58,482	–	–	1.03%	33
2016 Q3	$1.41M	Hold	58,482	–	–	1.13%	33
2016 Q2	$1.42M	Hold	58,482	–	–	1.18%	25
2016 Q1	$1.34M	Hold	58,482	–	–	1.18%	29
2015 Q4	$1.2M	Buy	58,482 +1,500	+3%	+$30.7K	1.1%	32
2015 Q3	$1.23M	Hold	56,982	–	–	1.31%	27
2015 Q2	$1.35M	Sell	56,982 -89,202	-61%	-$2.11M	1.33%	26
2015 Q1	$4.01M	Sell	146,184 -6,999	-5%	-$192K	1.17%	27
2014 Q4	$4.39M	Hold	153,183	–	–	1.25%	27
2014 Q3	$3.91M	Sell	153,183 -600	-0.4%	-$15.3K	1.16%	28
2014 Q2	$3.85M	Hold	153,783	–	–	1.14%	28
2014 Q1	$3.92M	Sell	153,783 -300	-0.2%	-$7.64K	1.23%	29
2013 Q4	$4.04M	Hold	154,083	–	–	1.32%	28
2013 Q3	$3.8M	Sell	154,083 -22,350	-13%	-$551K	1.38%	25
2013 Q2	$4.38M	Buy	+176,433	New	+$4.38M	1.8%	19