Commonwealth Equity Services’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
Q2
$225M Sell
1,988,933
-66,881
-3% -$8.3M 0.28% 62
2026
Q1
$255M Sell
2,055,814
-127,104
-6% -$15.6M 0.36% 52
2025
Q4
$243M Sell
2,182,918
-278,110
-11% -$29.9M 0.32% 56
2025
Q3
$254M Sell
2,461,028
-292,798
-11% -$29.1M 0.33% 56
2025
Q2
$269M Sell
2,753,826
-165,610
-6% -$15.8M 0.36% 48
2025
Q1
$256M Buy
2,919,436
+88,907
+3% +$8.34M 0.36% 49
2024
Q4
$256M Buy
2,830,529
+30,778
+1% +$2.67M 0.37% 48
2024
Q3
$226M Sell
2,799,751
-158,243
-5% -$11.6M 0.34% 52
2024
Q2
$200M Buy
2,957,994
+27,222
+0.9% +$1.71M 0.32% 54
2024
Q1
$176M Buy
2,930,772
+80,415
+3% +$4.6M 0.29% 64
2023
Q4
$150M Buy
2,850,357
+19,830
+0.7% +$1.05M 0.27% 70
2023
Q3
$151M Buy
2,830,527
+53,160
+2% +$2.83M 0.31% 60
2023
Q2
$146M Buy
2,777,367
+32,118
+1% +$1.62M 0.3% 62
2023
Q1
$135K Buy
2,745,249
+54,582
+2% +$2.59M 0.28% 64
2022
Q4
$127M Sell
2,690,667
-19,995
-0.7% -$950K 0.31% 63
2022
Q3
$117M Buy
2,710,662
+48,225
+2% +$2.11M 0.3% 66
2022
Q2
$108M Buy
2,662,437
+66,720
+3% +$3.08M 0.28% 71
2022
Q1
$129M Buy
2,595,717
+6,009
+0.2% +$282K 0.29% 63
2021
Q4
$125M Buy
2,589,708
+40,089
+2% +$1.91M 0.28% 70
2021
Q3
$118M Buy
2,549,619
+25,188
+1% +$1.21M 0.3% 67
2021
Q2
$119M Buy
2,524,431
+63,375
+3% +$2.95M 0.3% 65
2021
Q1
$111M Buy
2,461,056
+231,393
+10% +$10.7M 0.32% 66
2020
Q4
$107M Buy
2,229,663
+84,174
+4% +$4.09M 0.32% 60
2020
Q3
$100M Buy
2,145,489
+128,823
+6% +$5.73M 0.34% 59
2020
Q2
$80.5M Buy
2,016,666
+258,045
+15% +$10.6M 0.3% 72
2020
Q1
$66.6M Buy
1,758,621
+27,603
+2% +$1.06M 0.31% 69
2019
Q4
$68.6M Buy
1,731,018
+78,990
+5% +$3.14M 0.26% 78
2019
Q3
$65.4M Buy
1,652,028
+70,050
+4% +$2.64M 0.28% 74
2019
Q2
$58.3M Buy
1,581,978
+62,493
+4% +$2.15M 0.26% 79
2019
Q1
$49.4M Buy
1,519,485
+36,435
+2% +$1.18M 0.23% 88
2018
Q4
$46M Buy
1,483,050
+55,029
+4% +$1.76M 0.24% 83
2018
Q3
$44.7M Buy
1,428,021
+62,790
+5% +$1.92M 0.21% 98
2018
Q2
$39M Buy
1,365,231
+80,889
+6% +$2.3M 0.2% 108
2018
Q1
$38.1M Buy
1,284,342
+69,570
+6% +$2.24M 0.21% 107
2017
Q4
$40M Buy
1,214,772
+21,657
+2% +$663K 0.22% 101
2017
Q3
$31.1M Buy
1,193,115
+21,252
+2% +$558K 0.19% 112
2017
Q2
$29.6M Buy
1,171,863
+7,854
+0.7% +$199K 0.19% 114
2017
Q1
$28M Buy
1,164,009
+1,839
+0.2% +$42.3K 0.19% 111
2016
Q4
$26.8M Buy
1,162,170
+47,034
+4% +$1.1M 0.2% 104
2016
Q3
$26.8M Buy
1,115,136
+45,498
+4% +$1.1M 0.21% 100
2016
Q2
$26M Sell
1,069,638
-63,840
-6% -$1.48M 0.22% 98
2016
Q1
$25.9M Buy
1,133,478
+76,491
+7% +$1.68M 0.23% 93
2015
Q4
$21.6M Buy
1,056,987
+37,821
+4% +$759K 0.2% 108
2015
Q3
$22M Sell
1,019,166
-13,971
-1% -$321K 0.23% 95
2015
Q2
$24.4M Buy
1,033,137
+41,430
+4% +$1.06M 0.24% 87
2015
Q1
$27.2M Buy
991,707
+18,129
+2% +$514K 0.28% 72
2014
Q4
$27.9M Sell
973,578
-43,305
-4% -$1.17M 0.31% 66
2014
Q3
$25.9M Buy
1,016,883
+23,490
+2% +$593K 0.32% 65
2014
Q2
$24.9M Buy
993,393
+222,699
+29% +$5.72M 0.3% 65
2014
Q1
$19.6M Buy
770,694
+49,665
+7% +$1.25M 0.27% 78
2013
Q4
$18.9M Sell
721,029
-606
-0.1% -$15.7K 0.27% 78
2013
Q3
$17.8M Buy
721,635
+21,357
+3% +$538K 0.29% 74
2013
Q2
$17.4M Buy
+700,278
New +$17.9M 0.31% 72

Other funds holding WMT

Commonwealth Equity Services's WMT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Walmart Inc (WMT) stake by 3.3% in Q2 2026, selling an estimated $8.3M and leaving 1,988,933 shares worth $225M. The position accounts for 0.28% of the portfolio, ranked #62.

Commonwealth Equity Services first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $269M in Q2 2025. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Commonwealth Equity Services held 1,988,933 shares of Walmart Inc worth $225M as of Q2 2026.
  • Commonwealth Equity Services sold 66,881 Walmart Inc shares in Q2 2026, an estimated $8.3M.
  • Walmart Inc made up 0.28% of Commonwealth Equity Services's portfolio in Q2 2026, its #62 holding.
  • Commonwealth Equity Services first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's Walmart Inc position peaked at $269M in Q2 2025.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.