D.B. Root & Company’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 | $3.85M | Sell |
30,997
-1,112
| -3% | -$137K | 0.92% | 24 |
|
|
2025
Q4 | $3.58M | Sell |
32,109
-1,651
| -5% | -$177K | 0.87% | 25 |
|
|
2025
Q3 | $3.48M | Sell |
33,760
-288
| -0.8% | -$28.7K | 0.88% | 23 |
|
|
2025
Q2 | $3.33M | Sell |
34,048
-102
| -0.3% | -$9.72K | 0.98% | 24 |
|
|
2025
Q1 | $3M | Buy |
34,150
+1,509
| +5% | +$142K | 0.97% | 23 |
|
|
2024
Q4 | $2.95M | Sell |
32,641
-1,413
| -4% | -$123K | 0.94% | 24 |
|
|
2024
Q3 | $2.75M | Sell |
34,054
-4,874
| -13% | -$358K | 0.91% | 22 |
|
|
2024
Q2 | $2.64M | Sell |
38,928
-9,144
| -19% | -$576K | 0.9% | 24 |
|
|
2024
Q1 | $2.89M | Buy |
48,072
+525
| +1% | +$30K | 0.98% | 18 |
|
|
2023
Q4 | $2.5M | Sell |
47,547
-258
| -0.5% | -$13.7K | 0.91% | 18 |
|
|
2023
Q3 | $2.55M | Buy |
47,805
+2,067
| +5% | +$110K | 0.99% | 19 |
|
|
2023
Q2 | $2.4M | Sell |
45,738
-936
| -2% | -$47.2K | 0.91% | 18 |
|
|
2023
Q1 | $2.29M | Buy |
46,674
+3,198
| +7% | +$152K | 0.9% | 20 |
|
|
2022
Q4 | $2.05M | Buy |
43,476
+2,307
| +6% | +$110K | 0.87% | 23 |
|
|
2022
Q3 | $1.78M | Sell |
41,169
-51
| -0.1% | -$2.23K | 0.81% | 25 |
|
|
2022
Q2 | $1.67M | Buy |
41,220
+12,174
| +42% | +$561K | 0.72% | 26 |
|
|
2022
Q1 | $1.44M | Buy |
29,046
+1,173
| +4% | +$55.1K | 0.54% | 40 |
|
|
2021
Q4 | $1.34M | Sell |
27,873
-855
| -3% | -$40.8K | 0.48% | 46 |
|
|
2021
Q3 | $1.33M | Sell |
28,728
-45
| -0.2% | -$2.17K | 0.52% | 39 |
|
|
2021
Q2 | $1.35M | Sell |
28,773
-393
| -1% | -$18.3K | 0.5% | 38 |
|
|
2021
Q1 | $1.32M | Sell |
29,166
-555
| -2% | -$25.7K | 0.52% | 39 |
|
|
2020
Q4 | $1.43M | Sell |
29,721
-201
| -0.7% | -$9.76K | 0.57% | 38 |
|
|
2020
Q3 | $1.4M | Sell |
29,922
-1,029
| -3% | -$45.8K | 0.56% | 36 |
|
|
2020
Q2 | $1.24M | Sell |
30,951
-180
| -0.6% | -$7.4K | 0.54% | 41 |
|
|
2020
Q1 | $1.18M | Buy |
31,131
+1,698
| +6% | +$65.3K | 0.6% | 37 |
|
|
2019
Q4 | $1.17M | Sell |
29,433
-1,407
| -5% | -$55.9K | 0.51% | 48 |
|
|
2019
Q3 | $1.22M | Buy |
30,840
+480
| +2% | +$18.1K | 0.57% | 41 |
|
|
2019
Q2 | $1.12M | Sell |
30,360
-2,589
| -8% | -$89.2K | 0.5% | 52 |
|
|
2019
Q1 | $1.07M | Buy |
32,949
+636
| +2% | +$20.6K | 0.46% | 58 |
|
|
2018
Q4 | $1M | Buy |
32,313
+156
| +0.5% | +$5K | 0.5% | 61 |
|
|
2018
Q3 | $1.01M | Sell |
32,157
-600
| -2% | -$18.4K | 0.44% | 70 |
|
|
2018
Q2 | $935K | Buy |
32,757
+558
| +2% | +$15.9K | 0.44% | 77 |
|
|
2018
Q1 | $955K | Buy |
32,199
+6,159
| +24% | +$198K | 0.5% | 63 |
|
|
2017
Q4 | $857K | Buy |
+26,040
| New | +$797K | 0.73% | 41 |
|
Other funds holding WMT
VCM
VPM
D.B. Root & Company's WMT Position: Q1 2026 in Review
D.B. Root & Company reduced its Walmart Inc (WMT) stake by 3.5% in Q1 2026, selling an estimated $137K and leaving 30,997 shares worth $3.85M. The position accounts for 0.92% of the portfolio, ranked #24.
D.B. Root & Company first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- D.B. Root & Company held 30,997 shares of Walmart Inc worth $3.85M as of Q1 2026.
- D.B. Root & Company sold 1,112 Walmart Inc shares in Q1 2026, an estimated $137K.
- Walmart Inc made up 0.92% of D.B. Root & Company's portfolio in Q1 2026, its #24 holding.
- D.B. Root & Company first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.