Buckingham Strategic Wealth’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.55M | Sell |
126,229
-10,697
| -8% | -$674K | 0.09% | 103 |
|
|
2024
Q1 | $8.24M | Sell |
136,926
-31,554
| -19% | -$1.81M | 0.09% | 106 |
|
|
2023
Q4 | $8.85M | Sell |
168,480
-6,195
| -4% | -$328K | 0.11% | 106 |
|
|
2023
Q3 | $9.31M | Buy |
174,675
+11,364
| +7% | +$605K | 0.13% | 87 |
|
|
2023
Q2 | $8.56M | Buy |
163,311
+49,005
| +43% | +$2.47M | 0.12% | 95 |
|
|
2023
Q1 | $5.4M | Hold |
114,306
| – | – | 0.1% | 106 |
|
|
2022
Q4 | $5.4M | Buy |
114,306
+5,448
| +5% | +$259K | 0.1% | 106 |
|
|
2022
Q3 | $4.71M | Sell |
108,858
-2,163
| -2% | -$94.8K | 0.1% | 106 |
|
|
2022
Q2 | $4.5M | Buy |
111,021
+1,929
| +2% | +$89K | 0.09% | 114 |
|
|
2022
Q1 | $5.42M | Sell |
109,092
-3,318
| -3% | -$156K | 0.11% | 102 |
|
|
2021
Q4 | $5.42M | Sell |
112,410
-4,173
| -4% | -$199K | 0.1% | 99 |
|
|
2021
Q3 | $5.42M | Buy |
116,583
+15,207
| +15% | +$733K | 0.11% | 102 |
|
|
2021
Q2 | $4.76M | Buy |
101,376
+333
| +0.3% | +$15.5K | 0.12% | 104 |
|
|
2021
Q1 | $4.58M | Sell |
101,043
-1,986
| -2% | -$92K | 0.23% | 95 |
|
|
2020
Q4 | $4.95M | Buy |
103,029
+4,194
| +4% | +$204K | 0.26% | 90 |
|
|
2020
Q3 | $4.61M | Sell |
98,835
-1,857
| -2% | -$82.6K | 0.35% | 59 |
|
|
2020
Q2 | $4.02M | Sell |
100,692
-20,631
| -17% | -$849K | 0.38% | 58 |
|
|
2020
Q1 | $4.59M | Buy |
121,323
+8,133
| +7% | +$313K | 0.44% | 50 |
|
|
2019
Q4 | $4.48M | Buy |
113,190
+1,128
| +1% | +$44.8K | 0.43% | 56 |
|
|
2019
Q3 | $4.43M | Buy |
112,062
+14,994
| +15% | +$566K | 0.48% | 49 |
|
|
2019
Q2 | $3.58M | Buy |
97,068
+22,782
| +31% | +$785K | 0.39% | 56 |
|
|
2019
Q1 | $2.42M | Sell |
74,286
-3,168
| -4% | -$103K | 0.3% | 71 |
|
|
2018
Q4 | $2.4M | Buy |
77,454
+4,125
| +6% | +$132K | 0.37% | 57 |
|
|
2018
Q3 | $2.29M | Buy |
73,329
+1,896
| +3% | +$58K | 0.35% | 58 |
|
|
2018
Q2 | $2.04M | Sell |
71,433
-6,732
| -9% | -$191K | 0.33% | 62 |
|
|
2018
Q1 | $2.32M | Buy |
78,165
+693
| +0.9% | +$22.3K | 0.45% | 47 |
|
|
2017
Q4 | $2.55M | Buy |
77,472
+1,392
| +2% | +$42.6K | 0.53% | 40 |
|
|
2017
Q3 | $1.98M | Sell |
76,080
-4,161
| -5% | -$109K | 0.47% | 48 |
|
|
2017
Q2 | $2.02M | Buy |
80,241
+39,765
| +98% | +$1.01M | 0.48% | 46 |
|
|
2017
Q1 | $972K | Buy |
40,476
+1,851
| +5% | +$42.6K | 0.28% | 78 |
|
|
2016
Q4 | $890K | Buy |
38,625
+795
| +2% | +$18.6K | 0.29% | 74 |
|
|
2016
Q3 | $909K | Buy |
37,830
+3,381
| +10% | +$82K | 0.31% | 65 |
|
|
2016
Q2 | $839K | Buy |
34,449
+633
| +2% | +$14.7K | 0.29% | 73 |
|
|
2016
Q1 | $772K | Sell |
33,816
-5,004
| -13% | -$110K | 0.26% | 78 |
|
|
2015
Q4 | $793K | Sell |
38,820
-1,038
| -3% | -$20.8K | 0.27% | 66 |
|
|
2015
Q3 | $861K | Buy |
39,858
+4,629
| +13% | +$106K | 0.3% | 62 |
|
|
2015
Q2 | $833K | Sell |
35,229
-5,685
| -14% | -$145K | 0.27% | 71 |
|
|
2015
Q1 | $1.12M | Buy |
40,914
+1,860
| +5% | +$52.8K | 0.42% | 48 |
|
|
2014
Q4 | $1.12M | Sell |
39,054
-4,026
| -9% | -$109K | 0.43% | 45 |
|
|
2014
Q3 | $1.1M | Buy |
43,080
+11,388
| +36% | +$288K | 0.45% | 46 |
|
|
2014
Q2 | $793K | Sell |
31,692
-5,670
| -15% | -$146K | 0.35% | 54 |
|
|
2014
Q1 | $952K | Sell |
37,362
-1,035
| -3% | -$26K | 0.44% | 46 |
|
|
2013
Q4 | $1.01M | Buy |
38,397
+507
| +1% | +$13.1K | 0.47% | 44 |
|
|
2013
Q3 | $934K | Buy |
37,890
+2,370
| +7% | +$59.7K | 0.49% | 41 |
|
|
2013
Q2 | $882K | Buy |
+35,520
| New | +$910K | 0.5% | 37 |
|
Other funds holding WMT
Buckingham Strategic Wealth's WMT Position: Q2 2024 in Review
Buckingham Strategic Wealth reduced its Walmart Inc (WMT) stake by 7.8% in Q2 2024, selling an estimated $674K and leaving 126,229 shares worth $8.55M. The position accounts for 0.09% of the portfolio, ranked #103.
Buckingham Strategic Wealth first reported a position in WMT in Q2 2013 and has held it in 45 quarters since. The position peaked at $9.31M in Q3 2023. 3,310 funds tracked by Wall St. Rank hold WMT as of Q2 2024.
- Buckingham Strategic Wealth held 126,229 shares of Walmart Inc worth $8.55M as of Q2 2024.
- Buckingham Strategic Wealth sold 10,697 Walmart Inc shares in Q2 2024, an estimated $674K.
- Walmart Inc made up 0.09% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #103 holding.
- Buckingham Strategic Wealth first reported a position in Walmart Inc in Q2 2013 and has held it in 45 quarters since.
- Buckingham Strategic Wealth's Walmart Inc position peaked at $9.31M in Q3 2023.
- 3,310 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.