Exeter Financial’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 | $4.25M | Sell |
37,495
-1,036
| -3% | -$129K | 1.62% | 22 |
|
|
2026
Q1 | $4.79M | Sell |
38,531
-1,271
| -3% | -$156K | 1.96% | 16 |
|
|
2025
Q4 | $4.43M | Sell |
39,802
-293
| -0.7% | -$31.5K | 1.89% | 17 |
|
|
2025
Q3 | $4.13M | Sell |
40,095
-8,461
| -17% | -$842K | 1.78% | 19 |
|
|
2025
Q2 | $4.75M | Sell |
48,556
-14,177
| -23% | -$1.35M | 2.11% | 13 |
|
|
2025
Q1 | $5.51M | Sell |
62,733
-12,776
| -17% | -$1.2M | 2.47% | 9 |
|
|
2024
Q4 | $6.82M | Sell |
75,509
-2,918
| -4% | -$253K | 3.12% | 6 |
|
|
2024
Q3 | $6.33M | Sell |
78,427
-5,730
| -7% | -$421K | 2.81% | 7 |
|
|
2024
Q2 | $5.7M | Sell |
84,157
-6,382
| -7% | -$402K | 2.72% | 6 |
|
|
2024
Q1 | $5.39M | Buy |
90,539
+272
| +0.3% | +$15.6K | 2.48% | 7 |
|
|
2023
Q4 | $4.79M | Buy |
90,267
+1,491
| +2% | +$78.9K | 2.32% | 9 |
|
|
2023
Q3 | $4.74M | Sell |
88,776
-720
| -0.8% | -$38.3K | 2.51% | 9 |
|
|
2023
Q2 | $4.61M | Buy |
89,496
+69
| +0.1% | +$3.48K | 2.38% | 9 |
|
|
2023
Q1 | $4.49M | Sell |
89,427
-525
| -0.6% | -$24.9K | 2.25% | 11 |
|
|
2022
Q4 | $4.25M | Sell |
89,952
-459
| -0.5% | -$21.8K | 2.21% | 15 |
|
|
2022
Q3 | $3.92M | Buy |
90,411
+411
| +0.5% | +$18K | 2.28% | 11 |
|
|
2022
Q2 | $3.65M | Buy |
90,000
+822
| +0.9% | +$37.9K | 2.04% | 16 |
|
|
2022
Q1 | $4.43M | Buy |
89,178
+1,032
| +1% | +$48.4K | 2.4% | 11 |
|
|
2021
Q4 | $4.25M | Buy |
88,146
+573
| +0.7% | +$27.4K | 2.33% | 11 |
|
|
2021
Q3 | $4.07M | Sell |
87,573
-444
| -0.5% | -$21.4K | 2.43% | 11 |
|
|
2021
Q2 | $4.11M | Buy |
88,017
+2,658
| +3% | +$124K | 2.38% | 11 |
|
|
2021
Q1 | $3.87M | Buy |
85,359
+1,257
| +1% | +$58.2K | 2.44% | 12 |
|
|
2020
Q4 | $4.04M | Buy |
84,102
+594
| +0.7% | +$28.8K | 2.8% | 7 |
|
|
2020
Q3 | $3.89M | Sell |
83,508
-207
| -0.2% | -$9.2K | 3.04% | 7 |
|
|
2020
Q2 | $3.34M | Sell |
83,715
-1,356
| -2% | -$55.8K | 2.78% | 10 |
|
|
2020
Q1 | $3.22M | Sell |
85,071
-234
| -0.3% | -$9K | 3.03% | 6 |
|
|
2019
Q4 | $3.38M | Sell |
85,305
-8,511
| -9% | -$338K | 2.62% | 11 |
|
|
2019
Q3 | $3.71M | Sell |
93,816
-3,888
| -4% | -$147K | 2.95% | 8 |
|
|
2019
Q2 | $3.6M | Sell |
97,704
-105
| -0.1% | -$3.62K | 3.01% | 7 |
|
|
2019
Q1 | $3.18M | Buy |
97,809
+219
| +0.2% | +$7.1K | 2.75% | 10 |
|
|
2018
Q4 | $3.03M | Hold |
97,590
| – | – | 2.86% | 9 |
|
|
2018
Q3 | $3.06M | Sell |
97,590
-504
| -0.5% | -$15.4K | 2.51% | 13 |
|
|
2018
Q2 | $2.8M | Buy |
98,094
+522
| +0.5% | +$14.8K | 2.47% | 13 |
|
|
2018
Q1 | $2.89M | Buy |
97,572
+2,574
| +3% | +$82.8K | 2.48% | 12 |
|
|
2017
Q4 | $3.13M | Buy |
+94,998
| New | +$2.91M | 2.73% | 11 |
|
Other funds holding WMT
ATO
FAF
Exeter Financial's WMT Position: Q2 2026 in Review
Exeter Financial reduced its Walmart Inc (WMT) stake by 2.7% in Q2 2026, selling an estimated $129K and leaving 37,495 shares worth $4.25M. The position accounts for 1.62% of the portfolio, ranked #22.
Exeter Financial first reported a position in WMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.82M in Q4 2024. 1,826 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Exeter Financial held 37,495 shares of Walmart Inc worth $4.25M as of Q2 2026.
- Exeter Financial sold 1,036 Walmart Inc shares in Q2 2026, an estimated $129K.
- Walmart Inc made up 1.62% of Exeter Financial's portfolio in Q2 2026, its #22 holding.
- Exeter Financial first reported a position in Walmart Inc in Q4 2017 and has held it in 35 quarters since.
- Exeter Financial's Walmart Inc position peaked at $6.82M in Q4 2024.
- 1,826 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.