Clean Yield Group’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 | $510K | Hold |
4,101
| – | – | 0.14% | 92 |
|
|
2025
Q4 | $457K | Hold |
4,101
| – | – | 0.13% | 100 |
|
|
2025
Q3 | $423K | Hold |
4,101
| – | – | 0.12% | 101 |
|
|
2025
Q2 | $401K | Hold |
4,101
| – | – | 0.12% | 97 |
|
|
2025
Q1 | $360K | Hold |
4,101
| – | – | 0.12% | 100 |
|
|
2024
Q4 | $371K | Hold |
4,101
| – | – | 0.12% | 103 |
|
|
2024
Q3 | $331K | Sell |
4,101
-624
| -13% | -$45.8K | 0.1% | 111 |
|
|
2024
Q2 | $320K | Hold |
4,725
| – | – | 0.12% | 100 |
|
|
2024
Q1 | $284K | Hold |
4,725
| – | – | 0.11% | 110 |
|
|
2023
Q4 | $248K | Hold |
4,725
| – | – | 0.1% | 109 |
|
|
2023
Q3 | $249K | Sell |
4,725
-123
| -3% | -$6.54K | 0.11% | 109 |
|
|
2023
Q2 | $254K | Buy |
4,848
+123
| +3% | +$6.21K | 0.1% | 111 |
|
|
2023
Q1 | $232K | Sell |
4,725
-525
| -10% | -$24.9K | 0.1% | 114 |
|
|
2022
Q4 | $248K | Buy |
5,250
+450
| +9% | +$21.4K | 0.11% | 113 |
|
|
2022
Q3 | $208K | Buy |
4,800
+150
| +3% | +$6.57K | 0.1% | 120 |
|
|
2022
Q2 | $188K | Hold |
4,650
| – | – | 0.08% | 138 |
|
|
2022
Q1 | $231K | Hold |
4,650
| – | – | 0.08% | 135 |
|
|
2021
Q4 | $224K | Sell |
4,650
-93
| -2% | -$4.44K | 0.07% | 146 |
|
|
2021
Q3 | $220K | Buy |
4,743
+1,620
| +52% | +$78K | 0.07% | 149 |
|
|
2021
Q2 | $147K | Buy |
+3,123
| New | +$145K | 0.05% | 170 |
|
|
2021
Q1 | – | Sell |
-2,847
| Closed | -$137K | – | 382 |
|
|
2020
Q4 | $137K | Buy |
2,847
+975
| +52% | +$47.3K | 0.05% | 168 |
|
|
2020
Q3 | $87K | Buy |
1,872
+123
| +7% | +$5.47K | 0.04% | 181 |
|
|
2020
Q2 | $70K | Hold |
1,749
| – | – | 0.03% | 189 |
|
|
2020
Q1 | $66K | Sell |
1,749
-7,350
| -81% | -$283K | 0.03% | 178 |
|
|
2019
Q4 | $360K | Hold |
9,099
| – | – | 0.11% | 110 |
|
|
2019
Q3 | $360K | Sell |
9,099
-4,770
| -34% | -$180K | 0.12% | 106 |
|
|
2019
Q2 | $511K | Sell |
13,869
-45
| -0.3% | -$1.55K | 0.18% | 81 |
|
|
2019
Q1 | $452K | Sell |
13,914
-6
| -0% | -$195 | 0.18% | 87 |
|
|
2018
Q4 | $432K | Buy |
13,920
+3,060
| +28% | +$98.1K | 0.19% | 93 |
|
|
2018
Q3 | $340K | Buy |
10,860
+852
| +9% | +$26.1K | 0.14% | 111 |
|
|
2018
Q2 | $286K | Buy |
10,008
+348
| +4% | +$9.89K | 0.12% | 115 |
|
|
2018
Q1 | $286K | Hold |
9,660
| – | – | 0.12% | 116 |
|
|
2017
Q4 | $318K | Hold |
9,660
| – | – | 0.13% | 113 |
|
|
2017
Q3 | $252K | Hold |
9,660
| – | – | 0.1% | 123 |
|
|
2017
Q2 | $246K | Hold |
9,660
| – | – | 0.1% | 124 |
|
|
2017
Q1 | $232K | Hold |
9,660
| – | – | 0.1% | 124 |
|
|
2016
Q4 | $223K | Hold |
9,660
| – | – | 0.1% | 120 |
|
|
2016
Q3 | $232K | Hold |
9,660
| – | – | 0.1% | 120 |
|
|
2016
Q2 | $235K | Hold |
9,660
| – | – | 0.1% | 114 |
|
|
2016
Q1 | $222K | Hold |
9,660
| – | – | 0.1% | 116 |
|
|
2015
Q4 | $206K | Buy |
+9,660
| New | +$194K | 0.1% | 120 |
|
|
2015
Q2 | – | Sell |
-5,160
| Closed | -$141K | – | 293 |
|
|
2015
Q1 | $141K | Buy |
+5,160
| New | +$146K | 0.06% | 140 |
|
Other funds holding WMT
VCM
VPM
Clean Yield Group's WMT Position: Q1 2026 in Review
Clean Yield Group held its Walmart Inc (WMT) position steady in Q1 2026 at 4,101 shares worth $510K. The position accounts for 0.14% of the portfolio, ranked #92.
Clean Yield Group first reported a position in WMT in Q1 2015 and has held it in 42 quarters since. The position peaked at $511K in Q2 2019. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Clean Yield Group held 4,101 shares of Walmart Inc worth $510K as of Q1 2026.
- Clean Yield Group left its Walmart Inc share count unchanged in Q1 2026.
- Walmart Inc made up 0.14% of Clean Yield Group's portfolio in Q1 2026, its #92 holding.
- Clean Yield Group first reported a position in Walmart Inc in Q1 2015 and has held it in 42 quarters since.
- Clean Yield Group's Walmart Inc position peaked at $511K in Q2 2019.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.