Crewe Advisors’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 | $1.1M | Buy |
9,724
+881
| +10% | +$109K | 0.08% | 86 |
|
|
2026
Q1 | $1.1M | Buy |
8,843
+118
| +1% | +$14.5K | 0.09% | 80 |
|
|
2025
Q4 | $972K | Buy |
8,725
+5
| +0.1% | +$537 | 0.09% | 87 |
|
|
2025
Q3 | $899K | Buy |
8,720
+740
| +9% | +$73.7K | 0.09% | 84 |
|
|
2025
Q2 | $780K | Buy |
7,980
+115
| +1% | +$11K | 0.11% | 70 |
|
|
2025
Q1 | $690K | Buy |
7,865
+7
| +0.1% | +$657 | 0.1% | 68 |
|
|
2024
Q4 | $710K | Sell |
7,858
-434
| -5% | -$37.7K | 0.1% | 65 |
|
|
2024
Q3 | $670K | Sell |
8,292
-321
| -4% | -$23.6K | 0.08% | 69 |
|
|
2024
Q2 | $583K | Buy |
8,613
+908
| +12% | +$57.2K | 0.07% | 93 |
|
|
2024
Q1 | $464K | Buy |
+7,705
| New | +$441K | 0.05% | 106 |
|
|
2023
Q3 | – | Sell |
-6,732
| Closed | -$353K | – | 928 |
|
|
2023
Q2 | $353K | Sell |
6,732
-672
| -9% | -$33.9K | 0.05% | 99 |
|
|
2023
Q1 | $364K | Sell |
7,404
-27
| -0.4% | -$1.28K | 0.05% | 103 |
|
|
2022
Q4 | $351K | Sell |
7,431
-411
| -5% | -$19.5K | 0.06% | 100 |
|
|
2022
Q3 | $339K | Buy |
7,842
+525
| +7% | +$23K | 0.06% | 94 |
|
|
2022
Q2 | $297K | Buy |
7,317
+2,169
| +42% | +$100K | 0.07% | 92 |
|
|
2022
Q1 | $256K | Buy |
5,148
+1,665
| +48% | +$78.2K | 0.05% | 95 |
|
|
2021
Q4 | $168K | Buy |
3,483
+1,992
| +134% | +$95.1K | 0.03% | 97 |
|
|
2021
Q3 | $69K | Hold |
1,491
| – | – | 0.02% | 132 |
|
|
2021
Q2 | $70K | Hold |
1,491
| – | – | 0.02% | 135 |
|
|
2021
Q1 | $68K | Hold |
1,491
| – | – | 0.02% | 130 |
|
|
2020
Q4 | $72K | Buy |
1,491
+105
| +8% | +$5.1K | 0.03% | 110 |
|
|
2020
Q3 | $65K | Buy |
1,386
+597
| +76% | +$26.5K | 0.03% | 108 |
|
|
2020
Q2 | $32K | Hold |
789
| – | – | 0.02% | 123 |
|
|
2020
Q1 | $30K | Sell |
789
-78
| -9% | -$3K | 0.02% | 108 |
|
|
2019
Q4 | $34K | Buy |
867
+78
| +10% | +$3.1K | 0.01% | 128 |
|
|
2019
Q3 | $31K | Sell |
789
-81
| -9% | -$3.06K | 0.01% | 141 |
|
|
2019
Q2 | $32K | Buy |
870
+60
| +7% | +$2.07K | 0.01% | 162 |
|
|
2019
Q1 | $26K | Buy |
810
+21
| +3% | +$681 | 0.01% | 150 |
|
|
2018
Q4 | $24K | Sell |
789
-705
| -47% | -$22.6K | 0.01% | 153 |
|
|
2018
Q3 | $47K | Sell |
1,494
-1,494
| -50% | -$45.7K | 0.04% | 124 |
|
|
2018
Q2 | $87K | Buy |
2,988
+1,494
| +100% | +$42.5K | 0.08% | 85 |
|
|
2018
Q1 | $44K | Buy |
1,494
+705
| +89% | +$22.7K | 0.04% | 123 |
|
|
2017
Q4 | $26K | Buy |
+789
| New | +$24.1K | 0.03% | 173 |
|
Other funds holding WMT
Crewe Advisors's WMT Position: Q2 2026 in Review
Crewe Advisors increased its Walmart Inc (WMT) stake by 10% in Q2 2026, buying an estimated $109K and bringing the position to 9,724 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #86.
Crewe Advisors first reported a position in WMT in Q4 2017 and has held it in 33 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Crewe Advisors held 9,724 shares of Walmart Inc worth $1.1M as of Q2 2026.
- Crewe Advisors bought 881 Walmart Inc shares in Q2 2026, an estimated $109K.
- Walmart Inc made up 0.08% of Crewe Advisors's portfolio in Q2 2026, its #86 holding.
- Crewe Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 33 quarters since.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.