Cumberland Partners’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 | $52.1M | Sell |
419,100
-180,441
| -30% | -$22.2M | 3.95% | 5 |
|
|
2025
Q4 | $66.8M | Sell |
599,541
-22,233
| -4% | -$2.39M | 4.09% | 3 |
|
|
2025
Q3 | $64.1M | Sell |
621,774
-107,396
| -15% | -$10.7M | 4.19% | 4 |
|
|
2025
Q2 | $71.3M | Sell |
729,170
-5,631
| -0.8% | -$536K | 4.94% | 2 |
|
|
2025
Q1 | $64.5M | Sell |
734,801
-22,749
| -3% | -$2.13M | 4.98% | 2 |
|
|
2024
Q4 | $68.4M | Sell |
757,550
-10,277
| -1% | -$892K | 4.77% | 2 |
|
|
2024
Q3 | $62M | Buy |
767,827
+109,665
| +17% | +$8.05M | 4.3% | 3 |
|
|
2024
Q2 | $44.6M | Buy |
658,162
+65,226
| +11% | +$4.11M | 3.24% | 5 |
|
|
2024
Q1 | $35.7M | Buy |
592,936
+520,156
| +715% | +$29.8M | 2.59% | 10 |
|
|
2023
Q4 | $3.88M | Buy |
72,780
+6,450
| +10% | +$341K | 0.35% | 62 |
|
|
2023
Q3 | $3.54M | Sell |
66,330
-32,871
| -33% | -$1.75M | 0.34% | 61 |
|
|
2023
Q2 | $5.2M | Buy |
99,201
+17,085
| +21% | +$862K | 0.48% | 50 |
|
|
2023
Q1 | $4.04M | Buy |
82,116
+22,074
| +37% | +$1.05M | 0.4% | 55 |
|
|
2022
Q4 | $2.84M | Buy |
60,042
+6,795
| +13% | +$323K | 0.3% | 68 |
|
|
2022
Q3 | $2.3M | Sell |
53,247
-525
| -1% | -$23K | 0.24% | 68 |
|
|
2022
Q2 | $2.18M | Buy |
53,772
+888
| +2% | +$41K | 0.21% | 78 |
|
|
2022
Q1 | $2.63M | Sell |
52,884
-3,294
| -6% | -$155K | 0.2% | 87 |
|
|
2021
Q4 | $2.71M | Buy |
56,178
+951
| +2% | +$45.4K | 0.19% | 88 |
|
|
2021
Q3 | $2.57M | Buy |
55,227
+2,517
| +5% | +$121K | 0.21% | 88 |
|
|
2021
Q2 | $2.48M | Buy |
52,710
+12
| +0% | +$559 | 0.19% | 89 |
|
|
2021
Q1 | $2.39M | Buy |
52,698
+960
| +2% | +$44.5K | 0.2% | 89 |
|
|
2020
Q4 | $2.49M | Sell |
51,738
-132,300
| -72% | -$6.42M | 0.22% | 80 |
|
|
2020
Q3 | $8.58M | Buy |
184,038
+867
| +0.5% | +$38.5K | 0.9% | 35 |
|
|
2020
Q2 | $7.31M | Sell |
183,171
-13,230
| -7% | -$544K | 0.76% | 39 |
|
|
2020
Q1 | $7.44M | Sell |
196,401
-6,873
| -3% | -$264K | 0.89% | 37 |
|
|
2019
Q4 | $8.05M | Sell |
203,274
-2,214
| -1% | -$87.9K | 0.71% | 45 |
|
|
2019
Q3 | $8.13M | Sell |
205,488
-1,107
| -0.5% | -$41.8K | 0.78% | 39 |
|
|
2019
Q2 | $7.61M | Sell |
206,595
-5,418
| -3% | -$187K | 0.73% | 39 |
|
|
2019
Q1 | $6.89M | Sell |
212,013
-11,817
| -5% | -$383K | 0.69% | 44 |
|
|
2018
Q4 | $6.95M | Buy |
223,830
+216,405
| +2,915% | +$6.94M | 0.79% | 36 |
|
|
2018
Q3 | $232K | Hold |
7,425
| – | – | 0.02% | 171 |
|
|
2018
Q2 | $212K | Buy |
+7,425
| New | +$211K | 0.02% | 183 |
|
|
2013
Q3 | – | Sell |
-613,440
| Closed | -$15.2M | – | 69 |
|
|
2013
Q2 | $15.2M | Buy |
+613,440
| New | +$15.7M | 1.94% | 22 |
|
Other funds holding WMT
VCM
VPM
Cumberland Partners's WMT Position: Q1 2026 in Review
Cumberland Partners reduced its Walmart Inc (WMT) stake by 30% in Q1 2026, selling an estimated $22.2M and leaving 419,100 shares worth $52.1M. The position accounts for 3.95% of the portfolio, ranked #5.
Cumberland Partners first reported a position in WMT in Q2 2013 and has held it in 33 quarters since. The position peaked at $71.3M in Q2 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Cumberland Partners held 419,100 shares of Walmart Inc worth $52.1M as of Q1 2026.
- Cumberland Partners sold 180,441 Walmart Inc shares in Q1 2026, an estimated $22.2M.
- Walmart Inc made up 3.95% of Cumberland Partners's portfolio in Q1 2026, its #5 holding.
- Cumberland Partners first reported a position in Walmart Inc in Q2 2013 and has held it in 33 quarters since.
- Cumberland Partners's Walmart Inc position peaked at $71.3M in Q2 2025.
- 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.