Douglass Winthrop 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
Q1 | $8.28M | Sell |
66,624
-140
| -0.2% | -$17.2K | 0.15% | 57 |
|
|
2025
Q4 | $7.44M | Buy |
66,764
+1,079
| +2% | +$116K | 0.13% | 64 |
|
|
2025
Q3 | $6.77M | Buy |
65,685
+452
| +0.7% | +$45K | 0.12% | 68 |
|
|
2025
Q2 | $6.38M | Buy |
65,233
+699
| +1% | +$66.6K | 0.12% | 66 |
|
|
2025
Q1 | $5.67M | Sell |
64,534
-816
| -1% | -$76.5K | 0.11% | 69 |
|
|
2024
Q4 | $5.9M | Hold |
65,350
| – | – | 0.11% | 69 |
|
|
2024
Q3 | $5.28M | Sell |
65,350
-779
| -1% | -$57.2K | 0.1% | 73 |
|
|
2024
Q2 | $4.48M | Buy |
66,129
+9,369
| +17% | +$590K | 0.09% | 74 |
|
|
2024
Q1 | $3.42M | Sell |
56,760
-408
| -0.7% | -$23.3K | 0.07% | 85 |
|
|
2023
Q4 | $3M | Buy |
57,168
+2,550
| +5% | +$135K | 0.07% | 84 |
|
|
2023
Q3 | $2.91M | Hold |
54,618
| – | – | 0.07% | 82 |
|
|
2023
Q2 | $2.86M | Hold |
54,618
| – | – | 0.07% | 85 |
|
|
2023
Q1 | $2.68M | Sell |
54,618
-750
| -1% | -$35.6K | 0.07% | 84 |
|
|
2022
Q4 | $2.62M | Sell |
55,368
-54
| -0.1% | -$2.56K | 0.07% | 86 |
|
|
2022
Q3 | $2.4M | Sell |
55,422
-3,000
| -5% | -$131K | 0.07% | 87 |
|
|
2022
Q2 | $2.37M | Sell |
58,422
-1,050
| -2% | -$48.4K | 0.07% | 91 |
|
|
2022
Q1 | $2.95M | Sell |
59,472
-588
| -1% | -$27.6K | 0.07% | 87 |
|
|
2021
Q4 | $2.9M | Buy |
60,060
+2,700
| +5% | +$129K | 0.07% | 94 |
|
|
2021
Q3 | $2.67M | Buy |
57,360
+381
| +0.7% | +$18.4K | 0.07% | 94 |
|
|
2021
Q2 | $2.68M | Buy |
56,979
+1,116
| +2% | +$52K | 0.07% | 98 |
|
|
2021
Q1 | $2.53M | Buy |
55,863
+10,434
| +23% | +$483K | 0.07% | 95 |
|
|
2020
Q4 | $2.18M | Sell |
45,429
-351
| -0.8% | -$17K | 0.06% | 89 |
|
|
2020
Q3 | $2.13M | Buy |
45,780
+150
| +0.3% | +$6.67K | 0.07% | 84 |
|
|
2020
Q2 | $1.82M | Buy |
45,630
+7,686
| +20% | +$316K | 0.07% | 83 |
|
|
2020
Q1 | $1.44M | Sell |
37,944
-1,725
| -4% | -$66.4K | 0.06% | 93 |
|
|
2019
Q4 | $1.57M | Sell |
39,669
-9,219
| -19% | -$366K | 0.06% | 103 |
|
|
2019
Q3 | $1.93M | Buy |
48,888
+6,000
| +14% | +$226K | 0.07% | 90 |
|
|
2019
Q2 | $1.58M | Sell |
42,888
-30,300
| -41% | -$1.04M | 0.06% | 99 |
|
|
2019
Q1 | $2.38M | Sell |
73,188
-42,000
| -36% | -$1.36M | 0.1% | 83 |
|
|
2018
Q4 | $3.58M | Sell |
115,188
-3,900
| -3% | -$125K | 0.18% | 70 |
|
|
2018
Q3 | $3.73M | Sell |
119,088
-56,400
| -32% | -$1.73M | 0.16% | 75 |
|
|
2018
Q2 | $5.01M | Buy |
175,488
+38,325
| +28% | +$1.09M | 0.23% | 67 |
|
|
2018
Q1 | $4.07M | Buy |
137,163
+16,068
| +13% | +$517K | 0.2% | 75 |
|
|
2017
Q4 | $3.99M | Buy |
121,095
+1,617
| +1% | +$49.5K | 0.22% | 63 |
|
|
2017
Q3 | $3.11M | Sell |
119,478
-1,035
| -0.9% | -$27.2K | 0.18% | 70 |
|
|
2017
Q2 | $3.04M | Sell |
120,513
-3,300
| -3% | -$83.8K | 0.18% | 69 |
|
|
2017
Q1 | $2.98M | Sell |
123,813
-97,200
| -44% | -$2.24M | 0.19% | 66 |
|
|
2016
Q4 | $5.09M | Sell |
221,013
-12,300
| -5% | -$287K | 0.34% | 52 |
|
|
2016
Q3 | $5.61M | Hold |
233,313
| – | – | 0.39% | 51 |
|
|
2016
Q2 | $5.68M | Sell |
233,313
-726
| -0.3% | -$16.8K | 0.4% | 52 |
|
|
2016
Q1 | $5.34M | Sell |
234,039
-2,400
| -1% | -$52.6K | 0.39% | 55 |
|
|
2015
Q4 | $4.83M | Buy |
236,439
+28,872
| +14% | +$579K | 0.36% | 62 |
|
|
2015
Q3 | $4.49M | Sell |
207,567
-297,954
| -59% | -$6.84M | 0.35% | 59 |
|
|
2015
Q2 | $13.9M | Hold |
505,521
| – | – | 1.08% | 31 |
|
|
2015
Q1 | $13.9M | Buy |
505,521
+33,006
| +7% | +$936K | 1.08% | 31 |
|
|
2014
Q4 | $13.5M | Sell |
472,515
-3,255
| -0.7% | -$88K | 1.21% | 32 |
|
|
2014
Q3 | $12.1M | Sell |
475,770
-7,800
| -2% | -$197K | 1.12% | 31 |
|
|
2014
Q2 | $12.1M | Sell |
483,570
-36,450
| -7% | -$936K | 1.11% | 32 |
|
|
2014
Q1 | $13.2M | Sell |
520,020
-64,731
| -11% | -$1.63M | 1.31% | 30 |
|
|
2013
Q4 | $15.3M | Sell |
584,751
-1,611
| -0.3% | -$41.6K | 1.59% | 26 |
|
|
2013
Q3 | $14.5M | Sell |
586,362
-10,845
| -2% | -$273K | 1.68% | 25 |
|
|
2013
Q2 | $14.8M | Buy |
+597,207
| New | +$15.3M | 1.79% | 21 |
|
Other funds holding WMT
VCM
VPM
Douglass Winthrop Advisors's WMT Position: Q1 2026 in Review
Douglass Winthrop Advisors reduced its Walmart Inc (WMT) stake by 0.21% in Q1 2026, selling an estimated $17.2K and leaving 66,624 shares worth $8.28M. The position accounts for 0.15% of the portfolio, ranked #57.
Douglass Winthrop Advisors first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.3M in Q4 2013. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Douglass Winthrop Advisors held 66,624 shares of Walmart Inc worth $8.28M as of Q1 2026.
- Douglass Winthrop Advisors sold 140 Walmart Inc shares in Q1 2026, an estimated $17.2K.
- Walmart Inc made up 0.15% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #57 holding.
- Douglass Winthrop Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
- Douglass Winthrop Advisors's Walmart Inc position peaked at $15.3M in Q4 2013.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.