Dumont & Blake Investment 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 | $5.3M | Sell |
42,631
-660
| -2% | -$81K | 1.33% | 15 |
|
|
2025
Q4 | $4.82M | Sell |
43,291
-468
| -1% | -$50.3K | 1.16% | 20 |
|
|
2025
Q3 | $4.51M | Sell |
43,759
-1,042
| -2% | -$104K | 1.09% | 20 |
|
|
2025
Q2 | $4.38M | Buy |
44,801
+50
| +0.1% | +$4.76K | 1.14% | 17 |
|
|
2025
Q1 | $3.93M | Sell |
44,751
-26
| -0.1% | -$2.44K | 1.1% | 16 |
|
|
2024
Q4 | $4.05M | Sell |
44,777
-512
| -1% | -$44.4K | 1.09% | 16 |
|
|
2024
Q3 | $3.66M | Sell |
45,289
-45,400
| -50% | -$3.33M | 0.97% | 19 |
|
|
2024
Q2 | $6.14M | Buy |
90,689
+45,266
| +100% | +$2.85M | 0.87% | 22 |
|
|
2024
Q1 | $2.73M | Buy |
45,423
+300
| +0.7% | +$17.2K | 0.79% | 30 |
|
|
2023
Q4 | $2.37M | Sell |
45,123
-2,712
| -6% | -$143K | 0.73% | 33 |
|
|
2023
Q3 | $2.55M | Buy |
47,835
+147
| +0.3% | +$7.82K | 0.86% | 25 |
|
|
2023
Q2 | $2.5M | Sell |
47,688
-1,587
| -3% | -$80.1K | 0.81% | 29 |
|
|
2023
Q1 | $2.42M | Sell |
49,275
-300
| -0.6% | -$14.2K | 0.82% | 29 |
|
|
2022
Q4 | $2.34M | Sell |
49,575
-720
| -1% | -$34.2K | 0.83% | 29 |
|
|
2022
Q3 | $2.17M | Sell |
50,295
-3,006
| -6% | -$132K | 0.81% | 29 |
|
|
2022
Q2 | $2.16M | Buy |
53,301
+147
| +0.3% | +$6.78K | 0.71% | 38 |
|
|
2022
Q1 | $2.64M | Buy |
53,154
+306
| +0.6% | +$14.4K | 0.72% | 34 |
|
|
2021
Q4 | $2.55M | Sell |
52,848
-189
| -0.4% | -$9.02K | 0.66% | 38 |
|
|
2021
Q3 | $2.46M | Sell |
53,037
-126
| -0.2% | -$6.07K | 0.7% | 37 |
|
|
2021
Q2 | $2.5M | Buy |
53,163
+456
| +0.9% | +$21.2K | 0.71% | 35 |
|
|
2021
Q1 | $2.39M | Buy |
52,707
+288
| +0.5% | +$13.3K | 0.73% | 35 |
|
|
2020
Q4 | $2.52M | Sell |
52,419
-1,263
| -2% | -$61.3K | 0.86% | 26 |
|
|
2020
Q3 | $2.5M | Buy |
53,682
+1,038
| +2% | +$46.1K | 0.95% | 22 |
|
|
2020
Q2 | $2.1M | Sell |
52,644
-1,263
| -2% | -$52K | 0.88% | 27 |
|
|
2020
Q1 | $2.04M | Sell |
53,907
-453
| -0.8% | -$17.4K | 1.05% | 22 |
|
|
2019
Q4 | $2.15M | Buy |
54,360
+60
| +0.1% | +$2.38K | 0.85% | 29 |
|
|
2019
Q3 | $2.15M | Sell |
54,300
-3,750
| -6% | -$142K | 0.9% | 28 |
|
|
2019
Q2 | $2.14M | Sell |
58,050
-105
| -0.2% | -$3.62K | 0.89% | 29 |
|
|
2019
Q1 | $1.89M | Sell |
58,155
-6,564
| -10% | -$213K | 0.8% | 30 |
|
|
2018
Q4 | $2.01M | Sell |
64,719
-855
| -1% | -$27.4K | 0.94% | 26 |
|
|
2018
Q3 | $2.05M | Buy |
65,574
+1,380
| +2% | +$42.2K | 0.8% | 36 |
|
|
2018
Q2 | $1.83M | Buy |
64,194
+1,410
| +2% | +$40.1K | 0.77% | 37 |
|
|
2018
Q1 | $1.86M | Sell |
62,784
-885
| -1% | -$28.5K | 0.79% | 36 |
|
|
2017
Q4 | $2.1M | Sell |
63,669
-5,514
| -8% | -$169K | 0.85% | 32 |
|
|
2017
Q3 | $1.8M | Sell |
69,183
-390
| -0.6% | -$10.2K | 0.77% | 38 |
|
|
2017
Q2 | $1.75M | Sell |
69,573
-345
| -0.5% | -$8.76K | 0.78% | 36 |
|
|
2017
Q1 | $1.68M | Sell |
69,918
-1,140
| -2% | -$26.2K | 0.76% | 36 |
|
|
2016
Q4 | $1.64M | Buy |
71,058
+285
| +0.4% | +$6.65K | 0.77% | 37 |
|
|
2016
Q3 | $1.7M | Sell |
70,773
-8,535
| -11% | -$207K | 0.84% | 33 |
|
|
2016
Q2 | $1.93M | Sell |
79,308
-405
| -0.5% | -$9.37K | 0.97% | 26 |
|
|
2016
Q1 | $1.82M | Sell |
79,713
-855
| -1% | -$18.7K | 0.94% | 30 |
|
|
2015
Q4 | $1.65M | Buy |
80,568
+30,462
| +61% | +$611K | 0.84% | 34 |
|
|
2015
Q3 | $1.08M | Sell |
50,106
-465
| -0.9% | -$10.7K | 0.59% | 64 |
|
|
2015
Q2 | $1.2M | Hold |
50,571
| – | – | 0.58% | 63 |
|
|
2015
Q1 | $1.39M | Sell |
50,571
-16,746
| -25% | -$475K | 0.67% | 54 |
|
|
2014
Q4 | $1.93M | Sell |
67,317
-150
| -0.2% | -$4.05K | 0.95% | 29 |
|
|
2014
Q3 | $1.72M | Hold |
67,467
| – | – | 0.89% | 31 |
|
|
2014
Q2 | $1.69M | Sell |
67,467
-825
| -1% | -$21.2K | 0.85% | 34 |
|
|
2014
Q1 | $1.74M | Sell |
68,292
-1,215
| -2% | -$30.5K | 0.91% | 34 |
|
|
2013
Q4 | $1.82M | Sell |
69,507
-6,798
| -9% | -$176K | 0.94% | 33 |
|
|
2013
Q3 | $1.88M | Buy |
76,305
+225
| +0.3% | +$5.67K | 0.89% | 33 |
|
|
2013
Q2 | $1.89M | Buy |
+76,080
| New | +$1.95M | 1.13% | 27 |
|
Other funds holding WMT
VCM
VPM
Dumont & Blake Investment Advisors's WMT Position: Q1 2026 in Review
Dumont & Blake Investment Advisors reduced its Walmart Inc (WMT) stake by 1.5% in Q1 2026, selling an estimated $81K and leaving 42,631 shares worth $5.3M. The position accounts for 1.33% of the portfolio, ranked #15.
Dumont & Blake Investment Advisors first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.14M in Q2 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Dumont & Blake Investment Advisors held 42,631 shares of Walmart Inc worth $5.3M as of Q1 2026.
- Dumont & Blake Investment Advisors sold 660 Walmart Inc shares in Q1 2026, an estimated $81K.
- Walmart Inc made up 1.33% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #15 holding.
- Dumont & Blake Investment Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
- Dumont & Blake Investment Advisors's Walmart Inc position peaked at $6.14M in Q2 2024.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.