CIBC Private Wealth Group’s Walmart WMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$99.1M Sell
1,013,407
-17,376
-2% -$1.7M 0.18% 131
2025
Q1
$84.3M Sell
1,030,783
-27,164
-3% -$2.22M 0.18% 126
2024
Q4
$97.1M Sell
1,057,947
-4,966
-0.5% -$456K 0.18% 125
2024
Q3
$85.8M Buy
1,062,913
+122,820
+13% +$9.92M 0.15% 137
2024
Q2
$65.5M Buy
940,093
+56,282
+6% +$3.92M 0.12% 152
2024
Q1
$53M Buy
883,811
+10,763
+1% +$646K 0.1% 169
2023
Q4
$45.9M Buy
873,048
+37,086
+4% +$1.95M 0.1% 173
2023
Q3
$44.6M Sell
835,962
-44,868
-5% -$2.39M 0.11% 166
2023
Q2
$46.1M Sell
880,830
-1,938
-0.2% -$102K 0.1% 169
2023
Q1
$22.9M Sell
882,768
-37,239
-4% -$967K 0.05% 232
2022
Q4
$36.5M Buy
920,007
+173,982
+23% +$6.91M 0.12% 115
2022
Q3
$32.3M Sell
746,025
-12,960
-2% -$560K 0.09% 169
2022
Q2
$30.8M Sell
758,985
-16,290
-2% -$660K 0.08% 181
2022
Q1
$38.5M Sell
775,275
-64,782
-8% -$3.22M 0.08% 171
2021
Q4
$40.5M Buy
840,057
+88,710
+12% +$4.28M 0.08% 171
2021
Q3
$34.9M Sell
751,347
-51,207
-6% -$2.38M 0.08% 176
2021
Q2
$37.7M Sell
802,554
-12,762
-2% -$600K 0.09% 176
2021
Q1
$36.9M Sell
815,316
-8,517
-1% -$386K 0.09% 175
2020
Q4
$39.6M Buy
823,833
+31,641
+4% +$1.52M 0.1% 157
2020
Q3
$36.7M Sell
792,192
-37,995
-5% -$1.76M 0.11% 148
2020
Q2
$33.1M Sell
830,187
-19,428
-2% -$776K 0.16% 102
2020
Q1
$32.2M Buy
849,615
+79,725
+10% +$3.02M 0.14% 136
2019
Q4
$30.5M Sell
769,890
-27
-0% -$1.07K 0.1% 161
2019
Q3
$30.5M Sell
769,917
-7,536
-1% -$298K 0.11% 162
2019
Q2
$28.6M Sell
777,453
-59,061
-7% -$2.18M 0.1% 178
2019
Q1
$27.2M Buy
836,514
+60,690
+8% +$1.97M 0.1% 173
2018
Q4
$24.1M Sell
775,824
-270
-0% -$8.38K 0.11% 174
2018
Q3
$24.3M Sell
776,094
-48,741
-6% -$1.53M 0.09% 190
2018
Q2
$23.5M Sell
824,835
-16,203
-2% -$463K 0.1% 193
2018
Q1
$24.9M Sell
841,038
-52,959
-6% -$1.57M 0.11% 181
2017
Q4
$29.4M Buy
893,997
+32,565
+4% +$1.07M 0.12% 171
2017
Q3
$22.4M Buy
861,432
+46,908
+6% +$1.22M 0.1% 180
2017
Q2
$20.5M Sell
814,524
-39,894
-5% -$1.01M 0.13% 132
2017
Q1
$20.5M Sell
854,418
-4,278
-0.5% -$103K 0.13% 129
2016
Q4
$19.8M Sell
858,696
-17,751
-2% -$409K 0.13% 131
2016
Q3
$21.1M Sell
876,447
-2,163
-0.2% -$52K 0.15% 129
2016
Q2
$21.4M Sell
878,610
-69,969
-7% -$1.7M 0.16% 124
2016
Q1
$21.7M Sell
948,579
-86,475
-8% -$1.97M 0.17% 118
2015
Q4
$21.1M Sell
1,035,054
-29,328
-3% -$599K 0.17% 126
2015
Q3
$23M Sell
1,064,382
-40,641
-4% -$878K 0.19% 112
2015
Q2
$26.1M Sell
1,105,023
-12,909
-1% -$305K 0.19% 110
2015
Q1
$30.6M Sell
1,117,932
-68,217
-6% -$1.87M 0.23% 100
2014
Q4
$34M Sell
1,186,149
-22,284
-2% -$638K 0.26% 98
2014
Q3
$30.8M Sell
1,208,433
-17,040
-1% -$434K 0.24% 104
2014
Q2
$30.7M Buy
1,225,473
+7,200
+0.6% +$180K 0.25% 102
2014
Q1
$31.3M Buy
+1,218,273
New +$31.3M 0.27% 105