Cypress Wealth 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 | $1.96M | Buy |
17,284
+540
| +3% | +$67K | 0.24% | 79 |
|
|
2026
Q1 | $2.08M | Sell |
16,744
-936
| -5% | -$115K | 0.29% | 73 |
|
|
2025
Q4 | $1.97M | Buy |
17,680
+2,684
| +18% | +$288K | 0.27% | 71 |
|
|
2025
Q3 | $1.55M | Buy |
14,996
+390
| +3% | +$38.8K | 0.25% | 75 |
|
|
2025
Q2 | $1.43M | Buy |
14,606
+458
| +3% | +$43.6K | 0.26% | 75 |
|
|
2025
Q1 | $1.24M | Buy |
14,148
+31
| +0.2% | +$2.91K | 0.25% | 76 |
|
|
2024
Q4 | $1.28M | Buy |
14,117
+931
| +7% | +$80.8K | 0.26% | 72 |
|
|
2024
Q3 | $1.06M | Buy |
13,186
+7
| +0.1% | +$514 | 0.22% | 78 |
|
|
2024
Q2 | $892K | Buy |
13,179
+201
| +2% | +$12.7K | 0.2% | 84 |
|
|
2024
Q1 | $781K | Buy |
12,978
+1,968
| +18% | +$113K | 0.18% | 98 |
|
|
2023
Q4 | $579K | Sell |
11,010
-237
| -2% | -$12.5K | 0.14% | 123 |
|
|
2023
Q3 | $600K | Hold |
11,247
| – | – | 0.17% | 114 |
|
|
2023
Q2 | $581K | Buy |
11,247
+45
| +0.4% | +$2.27K | 0.15% | 117 |
|
|
2023
Q1 | $551K | Sell |
11,202
-21
| -0.2% | -$997 | 0.16% | 110 |
|
|
2022
Q4 | $530K | Buy |
11,223
+135
| +1% | +$6.41K | 0.17% | 113 |
|
|
2022
Q3 | $475K | Buy |
11,088
+24
| +0.2% | +$1.05K | 0.16% | 117 |
|
|
2022
Q2 | $448K | Buy |
11,064
+1,164
| +12% | +$53.7K | 0.14% | 125 |
|
|
2022
Q1 | $491K | Sell |
9,900
-282
| -3% | -$13.2K | 0.13% | 124 |
|
|
2021
Q4 | $491K | Buy |
10,182
+450
| +5% | +$21.5K | 0.13% | 115 |
|
|
2021
Q3 | $452K | Sell |
9,732
-4,056
| -29% | -$195K | 0.14% | 127 |
|
|
2021
Q2 | $648K | Sell |
13,788
-2,169
| -14% | -$101K | 0.18% | 101 |
|
|
2021
Q1 | $722K | Buy |
15,957
+864
| +6% | +$40K | 0.15% | 113 |
|
|
2020
Q4 | $725K | Buy |
+15,093
| New | +$733K | 0.16% | 103 |
|
|
2020
Q3 | – | Sell |
-88,605
| Closed | -$3.94M | – | 505 |
|
|
2020
Q2 | $3.54M | Sell |
88,605
-417
| -0.5% | -$17.2K | 0.84% | 35 |
|
|
2020
Q1 | $3.37M | Buy |
89,022
+27
| +0% | +$1.04K | 0.99% | 28 |
|
|
2019
Q4 | $3.52M | Sell |
88,995
-66
| -0.1% | -$2.62K | 0.89% | 33 |
|
|
2019
Q3 | $3.52M | Sell |
89,061
-411
| -0.5% | -$15.5K | 0.97% | 29 |
|
|
2019
Q2 | $3.29M | Buy |
89,472
+2,505
| +3% | +$86.3K | 0.95% | 31 |
|
|
2019
Q1 | $2.83M | Buy |
86,967
+2,532
| +3% | +$82.1K | 0.9% | 31 |
|
|
2018
Q4 | $2.62M | Sell |
84,435
-2,301
| -3% | -$73.8K | 1.04% | 28 |
|
|
2018
Q3 | $2.71M | Buy |
86,736
+27
| +0% | +$826 | 0.97% | 30 |
|
|
2018
Q2 | $2.48M | Buy |
86,709
+6,249
| +8% | +$178K | 0.94% | 31 |
|
|
2018
Q1 | $2.39M | Sell |
80,460
-225
| -0.3% | -$7.24K | 1.02% | 29 |
|
|
2017
Q4 | $2.66M | Buy |
+80,685
| New | +$2.47M | 1.1% | 28 |
|
Other funds holding WMT
Cypress Wealth Services's WMT Position: Q2 2026 in Review
Cypress Wealth Services increased its Walmart Inc (WMT) stake by 3.2% in Q2 2026, buying an estimated $67K and bringing the position to 17,284 shares worth $1.96M. The position accounts for 0.24% of the portfolio, ranked #79.
Cypress Wealth Services first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.54M in Q2 2020. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Cypress Wealth Services held 17,284 shares of Walmart Inc worth $1.96M as of Q2 2026.
- Cypress Wealth Services bought 540 Walmart Inc shares in Q2 2026, an estimated $67K.
- Walmart Inc made up 0.24% of Cypress Wealth Services's portfolio in Q2 2026, its #79 holding.
- Cypress Wealth Services first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
- Cypress Wealth Services's Walmart Inc position peaked at $3.54M in Q2 2020.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.