Cambridge Investment Research Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127M | Buy |
1,298,627
+25,391
| +2% | +$2.48M | 0.39% | 39 |
|
|
2025
Q1 | $112M | Buy |
1,273,236
+25,735
| +2% | +$2.26M | 0.38% | 41 |
|
|
2024
Q4 | $113M | Buy |
1,247,501
+68,946
| +6% | +$6.23M | 0.38% | 42 |
|
|
2024
Q3 | $95.2M | Buy |
1,178,555
+43,806
| +4% | +$3.54M | 0.32% | 50 |
|
|
2024
Q2 | $76.8M | Sell |
1,134,749
-10,033
| -0.9% | -$679K | 0.28% | 57 |
|
|
2024
Q1 | $68.9M | Buy |
1,144,782
+795,155
| +227% | +$47.8M | 0.27% | 66 |
|
|
2023
Q4 | $55.1M | Sell |
349,627
-15,630
| -4% | -$2.46M | 0.23% | 77 |
|
|
2023
Q3 | $58.4M | Sell |
365,257
-7,687
| -2% | -$1.23M | 0.27% | 62 |
|
|
2023
Q2 | $58.6M | Sell |
372,944
-40,968
| -10% | -$6.44M | 0.27% | 61 |
|
|
2023
Q1 | $61M | Buy |
413,912
+16,437
| +4% | +$2.42M | 0.3% | 55 |
|
|
2022
Q4 | $56.4M | Buy |
397,475
+1,513
| +0.4% | +$215K | 0.29% | 64 |
|
|
2022
Q3 | $51.4M | Buy |
395,962
+20,457
| +5% | +$2.65M | 0.29% | 60 |
|
|
2022
Q2 | $45.7M | Buy |
375,505
+11,615
| +3% | +$1.41M | 0.25% | 74 |
|
|
2022
Q1 | $54.2M | Sell |
363,890
-9,670
| -3% | -$1.44M | 0.25% | 72 |
|
|
2021
Q4 | $54.1M | Sell |
373,560
-2,881
| -0.8% | -$417K | 0.24% | 70 |
|
|
2021
Q3 | $52.5M | Buy |
376,441
+11,807
| +3% | +$1.65M | 0.26% | 68 |
|
|
2021
Q2 | $51.4M | Sell |
364,634
-24,796
| -6% | -$3.5M | 0.25% | 72 |
|
|
2021
Q1 | $52.9M | Buy |
389,430
+50,430
| +15% | +$6.85M | 0.29% | 63 |
|
|
2020
Q4 | $48.9M | Buy |
339,000
+32,976
| +11% | +$4.75M | 0.29% | 62 |
|
|
2020
Q3 | $42.8M | Buy |
306,024
+2,078
| +0.7% | +$291K | 0.29% | 66 |
|
|
2020
Q2 | $36.4M | Buy |
303,946
+22,929
| +8% | +$2.75M | 0.27% | 70 |
|
|
2020
Q1 | $31.9M | Buy |
281,017
+21,696
| +8% | +$2.47M | 0.31% | 68 |
|
|
2019
Q4 | $30.8M | Buy |
259,321
+28,871
| +13% | +$3.43M | 0.24% | 86 |
|
|
2019
Q3 | $27.4M | Sell |
230,450
-4,593
| -2% | -$545K | 0.24% | 86 |
|
|
2019
Q2 | $26M | Buy |
235,043
+14,105
| +6% | +$1.56M | 0.24% | 90 |
|
|
2019
Q1 | $21.5M | Buy |
220,938
+42,761
| +24% | +$4.17M | 0.21% | 103 |
|
|
2018
Q4 | $16.6M | Buy |
178,177
+5,349
| +3% | +$498K | 0.18% | 116 |
|
|
2018
Q3 | $16.2M | Buy |
172,828
+11,002
| +7% | +$1.03M | 0.16% | 143 |
|
|
2018
Q2 | $13.9M | Sell |
161,826
-31,922
| -16% | -$2.73M | 0.15% | 141 |
|
|
2018
Q1 | $17.2M | Buy |
193,748
+10,477
| +6% | +$932K | 0.19% | 112 |
|
|
2017
Q4 | $18.1M | Buy |
183,271
+3,947
| +2% | +$390K | 0.21% | 104 |
|
|
2017
Q3 | $14M | Buy |
179,324
+16,108
| +10% | +$1.26M | 0.19% | 109 |
|
|
2017
Q2 | $12.4M | Sell |
163,216
-5,609
| -3% | -$424K | 0.18% | 110 |
|
|
2017
Q1 | $12.2M | Buy |
168,825
+11,013
| +7% | +$794K | 0.21% | 97 |
|
|
2016
Q4 | $10.9M | Buy |
157,812
+29,274
| +23% | +$2.02M | 0.2% | 100 |
|
|
2016
Q3 | $9.27M | Buy |
128,538
+4,448
| +4% | +$321K | 0.17% | 111 |
|
|
2016
Q2 | $9.06M | Buy |
124,090
+5,106
| +4% | +$373K | 0.19% | 104 |
|
|
2016
Q1 | $8.15M | Buy |
118,984
+15,742
| +15% | +$1.08M | 0.18% | 111 |
|
|
2015
Q4 | $6.33M | Buy |
103,242
+6,489
| +7% | +$398K | 0.15% | 129 |
|
|
2015
Q3 | $6.27M | Buy |
96,753
+3,779
| +4% | +$245K | 0.18% | 116 |
|
|
2015
Q2 | $6.6M | Buy |
92,974
+1,427
| +2% | +$101K | 0.18% | 115 |
|
|
2015
Q1 | $7.53M | Buy |
91,547
+6,962
| +8% | +$573K | 0.21% | 96 |
|
|
2014
Q4 | $7.26M | Buy |
84,585
+9,385
| +12% | +$806K | 0.22% | 95 |
|
|
2014
Q3 | $5.75M | Buy |
75,200
+4,401
| +6% | +$337K | 0.17% | 127 |
|
|
2014
Q2 | $5.32M | Buy |
70,799
+5,111
| +8% | +$384K | 0.19% | 114 |
|
|
2014
Q1 | $5.02M | Sell |
65,688
-1,116
| -2% | -$85.3K | 0.19% | 112 |
|
|
2013
Q4 | $5.26M | Buy |
66,804
+1,867
| +3% | +$147K | 0.22% | 101 |
|
|
2013
Q3 | $4.8M | Sell |
64,937
-1,457
| -2% | -$108K | 0.21% | 107 |
|
|
2013
Q2 | $4.95M | Buy |
+66,394
| New | +$4.95M | 0.25% | 88 |
|