CCM Investment Advisers’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 | $24.9M | Sell |
200,296
-2,670
| -1% | -$328K | 2.38% | 11 |
|
|
2025
Q4 | $22.6M | Sell |
202,966
-910
| -0.4% | -$97.7K | 2.16% | 14 |
|
|
2025
Q3 | $21M | Buy |
203,876
+3,815
| +2% | +$380K | 2.07% | 18 |
|
|
2025
Q2 | $19.6M | Buy |
200,061
+3,535
| +2% | +$337K | 2.11% | 18 |
|
|
2025
Q1 | $17.3M | Sell |
196,526
-4,460
| -2% | -$418K | 2.12% | 16 |
|
|
2024
Q4 | $18.2M | Sell |
200,986
-2,822
| -1% | -$245K | 2.01% | 17 |
|
|
2024
Q3 | $16.5M | Buy |
203,808
+1,365
| +0.7% | +$100K | 1.84% | 21 |
|
|
2024
Q2 | $13.7M | Buy |
202,443
+1,717
| +0.9% | +$108K | 1.61% | 30 |
|
|
2024
Q1 | $12.1M | Buy |
200,726
+4,682
| +2% | +$268K | 1.44% | 37 |
|
|
2023
Q4 | $10.3M | Buy |
196,044
+813
| +0.4% | +$43K | 1.27% | 42 |
|
|
2023
Q3 | $10.4M | Buy |
195,231
+783
| +0.4% | +$41.7K | 1.44% | 39 |
|
|
2023
Q2 | $10.2M | Sell |
194,448
-1,083
| -0.6% | -$54.6K | 1.37% | 43 |
|
|
2023
Q1 | $9.61M | Sell |
195,531
-23,817
| -11% | -$1.13M | 1.36% | 46 |
|
|
2022
Q4 | $10.4M | Sell |
219,348
-8,397
| -4% | -$399K | 1.65% | 35 |
|
|
2022
Q3 | $9.85M | Sell |
227,745
-5,046
| -2% | -$221K | 1.68% | 32 |
|
|
2022
Q2 | $9.43M | Sell |
232,791
-273
| -0.1% | -$12.6K | 1.52% | 38 |
|
|
2022
Q1 | $11.6M | Sell |
233,064
-17,196
| -7% | -$807K | 1.58% | 37 |
|
|
2021
Q4 | $12.1M | Sell |
250,260
-6,723
| -3% | -$321K | 1.46% | 44 |
|
|
2021
Q3 | $11.9M | Sell |
256,983
-912
| -0.4% | -$43.9K | 1.55% | 36 |
|
|
2021
Q2 | $12.1M | Sell |
257,895
-5,610
| -2% | -$261K | 1.55% | 37 |
|
|
2021
Q1 | $11.9M | Sell |
263,505
-5,409
| -2% | -$251K | 1.61% | 33 |
|
|
2020
Q4 | $12.9M | Buy |
268,914
+816
| +0.3% | +$39.6K | 1.87% | 21 |
|
|
2020
Q3 | $12.5M | Buy |
268,098
+3,894
| +1% | +$173K | 2.03% | 13 |
|
|
2020
Q2 | $10.5M | Buy |
264,204
+71,367
| +37% | +$2.94M | 1.8% | 25 |
|
|
2020
Q1 | $7.3M | Buy |
+192,837
| New | +$7.42M | 1.46% | 43 |
|
|
2018
Q1 | – | Sell |
-7,878
| Closed | -$259K | – | 84 |
|
|
2017
Q4 | $259K | Buy |
+7,878
| New | +$241K | 0.05% | 79 |
|
|
2015
Q4 | – | Sell |
-28,836
| Closed | -$623K | – | 108 |
|
|
2015
Q3 | $623K | Sell |
28,836
-88,575
| -75% | -$2.03M | 0.06% | 71 |
|
|
2015
Q2 | $2.77M | Sell |
117,411
-285,720
| -71% | -$7.29M | 0.26% | 60 |
|
|
2015
Q1 | $11.1M | Sell |
403,131
-453,042
| -53% | -$12.9M | 1.08% | 50 |
|
|
2014
Q4 | $24.5M | Sell |
856,173
-49,947
| -6% | -$1.35M | 2.23% | 7 |
|
|
2014
Q3 | $23.1M | Buy |
906,120
+6,822
| +0.8% | +$172K | 2.06% | 14 |
|
|
2014
Q2 | $22.5M | Buy |
899,298
+76,338
| +9% | +$1.96M | 2.06% | 15 |
|
|
2014
Q1 | $21M | Sell |
822,960
-2,385
| -0.3% | -$59.9K | 2.08% | 16 |
|
|
2013
Q4 | $21.6M | Sell |
825,345
-3,681
| -0.4% | -$95.1K | 2.02% | 13 |
|
|
2013
Q3 | $20.4M | Buy |
829,026
+38,004
| +5% | +$958K | 2.03% | 11 |
|
|
2013
Q2 | $19.6M | Buy |
+791,022
| New | +$20.3M | 2.02% | 4 |
|
Other funds holding WMT
VCM
VPM
CCM Investment Advisers's WMT Position: Q1 2026 in Review
CCM Investment Advisers reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $328K and leaving 200,296 shares worth $24.9M. The position accounts for 2.38% of the portfolio, ranked #11.
CCM Investment Advisers first reported a position in WMT in Q2 2013 and has held it in 36 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- CCM Investment Advisers held 200,296 shares of Walmart Inc worth $24.9M as of Q1 2026.
- CCM Investment Advisers sold 2,670 Walmart Inc shares in Q1 2026, an estimated $328K.
- Walmart Inc made up 2.38% of CCM Investment Advisers's portfolio in Q1 2026, its #11 holding.
- CCM Investment Advisers first reported a position in Walmart Inc in Q2 2013 and has held it in 36 quarters since.
- 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on CCM Investment Advisers's 13F filing for Q1 2026, filed 20 May 2026.