Empirical Wealth Management’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 | $20.1M | Buy |
177,246
+979
| +0.6% | +$122K | 0.29% | 69 |
|
|
2026
Q1 | $21.9M | Sell |
176,267
-287
| -0.2% | -$35.2K | 0.38% | 47 |
|
|
2025
Q4 | $19.7M | Buy |
176,554
+2,910
| +2% | +$312K | 0.35% | 49 |
|
|
2025
Q3 | $17.9M | Sell |
173,644
-53,301
| -23% | -$5.31M | 0.36% | 55 |
|
|
2025
Q2 | $22.2M | Buy |
226,945
+35,143
| +18% | +$3.35M | 0.5% | 36 |
|
|
2025
Q1 | $16.8M | Buy |
191,802
+149,231
| +351% | +$14M | 0.43% | 43 |
|
|
2024
Q4 | $3.85M | Buy |
42,571
+3,120
| +8% | +$271K | 0.1% | 132 |
|
|
2024
Q3 | $3.19M | Buy |
39,451
+7,872
| +25% | +$578K | 0.09% | 148 |
|
|
2024
Q2 | $2.14M | Sell |
31,579
-1,211
| -4% | -$76.3K | 0.06% | 175 |
|
|
2024
Q1 | $1.97M | Buy |
32,790
+6,840
| +26% | +$391K | 0.06% | 181 |
|
|
2023
Q4 | $1.36M | Sell |
25,950
-1,473
| -5% | -$77.9K | 0.05% | 208 |
|
|
2023
Q3 | $1.46M | Buy |
27,423
+4,122
| +18% | +$219K | 0.06% | 185 |
|
|
2023
Q2 | $1.22M | Buy |
23,301
+972
| +4% | +$49K | 0.05% | 207 |
|
|
2023
Q1 | $1.1M | Buy |
22,329
+285
| +1% | +$13.5K | 0.05% | 204 |
|
|
2022
Q4 | $1.04M | Sell |
22,044
-2,931
| -12% | -$139K | 0.05% | 204 |
|
|
2022
Q3 | $1.08M | Buy |
24,975
+2,199
| +10% | +$96.3K | 0.06% | 191 |
|
|
2022
Q2 | $923K | Buy |
22,776
+5,607
| +33% | +$259K | 0.05% | 209 |
|
|
2022
Q1 | $852K | Sell |
17,169
-6,477
| -27% | -$304K | 0.04% | 239 |
|
|
2021
Q4 | $1.14M | Buy |
23,646
+30
| +0.1% | +$1.43K | 0.06% | 189 |
|
|
2021
Q3 | $1.1M | Buy |
23,616
+3,621
| +18% | +$174K | 0.06% | 178 |
|
|
2021
Q2 | $940K | Buy |
19,995
+942
| +5% | +$43.9K | 0.06% | 198 |
|
|
2021
Q1 | $863K | Buy |
19,053
+3,711
| +24% | +$172K | 0.07% | 177 |
|
|
2020
Q4 | $737K | Buy |
15,342
+3,585
| +30% | +$174K | 0.06% | 192 |
|
|
2020
Q3 | $548K | Sell |
11,757
-2,625
| -18% | -$117K | 0.05% | 199 |
|
|
2020
Q2 | $574K | Sell |
14,382
-807
| -5% | -$33.2K | 0.05% | 188 |
|
|
2020
Q1 | $575K | Sell |
15,189
-30
| -0.2% | -$1.15K | 0.06% | 162 |
|
|
2019
Q4 | $603K | Buy |
15,219
+405
| +3% | +$16.1K | 0.07% | 169 |
|
|
2019
Q3 | $586K | Sell |
14,814
-45
| -0.3% | -$1.7K | 0.07% | 158 |
|
|
2019
Q2 | $547K | Buy |
14,859
+2,346
| +19% | +$80.8K | 0.07% | 147 |
|
|
2019
Q1 | $407K | Buy |
12,513
+5,532
| +79% | +$179K | 0.06% | 155 |
|
|
2018
Q4 | $217K | Buy |
+6,981
| New | +$224K | 0.04% | 183 |
|
Other funds holding WMT
Empirical Wealth Management's WMT Position: Q2 2026 in Review
Empirical Wealth Management increased its Walmart Inc (WMT) stake by 0.56% in Q2 2026, buying an estimated $122K and bringing the position to 177,246 shares worth $20.1M. The position accounts for 0.29% of the portfolio, ranked #69.
Empirical Wealth Management first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $22.2M in Q2 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Empirical Wealth Management held 177,246 shares of Walmart Inc worth $20.1M as of Q2 2026.
- Empirical Wealth Management bought 979 Walmart Inc shares in Q2 2026, an estimated $122K.
- Walmart Inc made up 0.29% of Empirical Wealth Management's portfolio in Q2 2026, its #69 holding.
- Empirical Wealth Management first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
- Empirical Wealth Management's Walmart Inc position peaked at $22.2M in Q2 2025.
- 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.