CX Institutional’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 | $5.78M | Sell |
51,046
-16,902
| -25% | -$2.1M | 0.17% | 142 |
|
|
2026
Q1 | $8.45M | Buy |
67,948
+19,003
| +39% | +$2.33M | 0.26% | 88 |
|
|
2025
Q4 | $5.45M | Sell |
48,945
-23,896
| -33% | -$2.57M | 0.16% | 141 |
|
|
2025
Q3 | $7.51M | Sell |
72,841
-603
| -0.8% | -$60K | 0.23% | 107 |
|
|
2025
Q2 | $7.18M | Sell |
73,444
-1,207
| -2% | -$115K | 0.25% | 87 |
|
|
2025
Q1 | $6.55M | Sell |
74,651
-8,465
| -10% | -$794K | 0.25% | 95 |
|
|
2024
Q4 | $7.51M | Buy |
83,116
+6,451
| +8% | +$560K | 0.3% | 79 |
|
|
2024
Q3 | $6.19M | Sell |
76,665
-6,065
| -7% | -$445K | 0.27% | 101 |
|
|
2024
Q2 | $5.6M | Sell |
82,730
-656
| -0.8% | -$41.3K | 0.26% | 95 |
|
|
2024
Q1 | $5.02M | Buy |
83,386
+3,676
| +5% | +$210K | 0.24% | 98 |
|
|
2023
Q4 | $4.19M | Buy |
79,710
+1,284
| +2% | +$67.9K | 0.22% | 116 |
|
|
2023
Q3 | $4.18M | Buy |
78,426
+339
| +0.4% | +$18K | 0.23% | 112 |
|
|
2023
Q2 | $4.09M | Buy |
78,087
+4,320
| +6% | +$218K | 0.21% | 142 |
|
|
2023
Q1 | $3.65M | Buy |
73,767
+6,471
| +10% | +$307K | 0.19% | 160 |
|
|
2022
Q4 | $3.18M | Buy |
67,296
+1,269
| +2% | +$60.3K | 0.19% | 151 |
|
|
2022
Q3 | $2.85M | Sell |
66,027
-35,649
| -35% | -$1.56M | 0.2% | 130 |
|
|
2022
Q2 | $4.12M | Sell |
101,676
-4,311
| -4% | -$199K | 0.31% | 77 |
|
|
2022
Q1 | $5.26M | Sell |
105,987
-12,315
| -10% | -$578K | 0.42% | 60 |
|
|
2021
Q4 | $5.71M | Buy |
118,302
+24,870
| +27% | +$1.19M | 0.45% | 60 |
|
|
2021
Q3 | $4.34M | Sell |
93,432
-324
| -0.3% | -$15.6K | 0.35% | 80 |
|
|
2021
Q2 | $4.41M | Sell |
93,756
-186
| -0.2% | -$8.66K | 0.36% | 84 |
|
|
2021
Q1 | $4.25M | Sell |
93,942
-11,982
| -11% | -$555K | 0.38% | 83 |
|
|
2020
Q4 | $5.09M | Sell |
105,924
-11,118
| -9% | -$540K | 0.49% | 55 |
|
|
2020
Q3 | $5.46M | Buy |
117,042
+23,118
| +25% | +$1.03M | 0.59% | 48 |
|
|
2020
Q2 | $3.75M | Buy |
93,924
+7,527
| +9% | +$310K | 0.49% | 47 |
|
|
2020
Q1 | $3.27M | Buy |
86,397
+39,927
| +86% | +$1.54M | 0.53% | 43 |
|
|
2019
Q4 | $1.84M | Buy |
46,470
+276
| +0.6% | +$11K | 0.32% | 78 |
|
|
2019
Q3 | $1.83M | Sell |
46,194
-99
| -0.2% | -$3.74K | 0.3% | 89 |
|
|
2019
Q2 | $1.71M | Buy |
46,293
+630
| +1% | +$21.7K | 0.27% | 87 |
|
|
2019
Q1 | $1.49M | Buy |
45,663
+1,341
| +3% | +$43.5K | 0.26% | 106 |
|
|
2018
Q4 | $1.38M | Sell |
44,322
-3,807
| -8% | -$122K | 0.29% | 80 |
|
|
2018
Q3 | $1.51M | Buy |
48,129
+47,853
| +17,338% | +$1.46M | 0.5% | 61 |
|
|
2018
Q2 | $8K | Buy |
+276
| New | +$7.85K | ﹤0.01% | 246 |
|
Other funds holding WMT
CX Institutional's WMT Position: Q2 2026 in Review
CX Institutional reduced its Walmart Inc (WMT) stake by 25% in Q2 2026, selling an estimated $2.1M and leaving 51,046 shares worth $5.78M. The position accounts for 0.17% of the portfolio, ranked #142.
CX Institutional first reported a position in WMT in Q2 2018 and has held it in 33 quarters since. The position peaked at $8.45M in Q1 2026. 2,129 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- CX Institutional held 51,046 shares of Walmart Inc worth $5.78M as of Q2 2026.
- CX Institutional sold 16,902 Walmart Inc shares in Q2 2026, an estimated $2.1M.
- Walmart Inc made up 0.17% of CX Institutional's portfolio in Q2 2026, its #142 holding.
- CX Institutional first reported a position in Walmart Inc in Q2 2018 and has held it in 33 quarters since.
- CX Institutional's Walmart Inc position peaked at $8.45M in Q1 2026.
- 2,129 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.