Financial & Tax Architects’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 | $8.93M | Sell |
71,868
-7,182
| -9% | -$882K | 1.99% | 12 |
|
|
2025
Q4 | $8.81M | Sell |
79,050
-6,080
| -7% | -$653K | 1.98% | 11 |
|
|
2025
Q3 | $8.77M | Buy |
85,130
+4,094
| +5% | +$408K | 1.94% | 13 |
|
|
2025
Q2 | $7.92M | Buy |
81,036
+726
| +0.9% | +$69.2K | 1.92% | 13 |
|
|
2025
Q1 | $7.05M | Sell |
80,310
-3,749
| -4% | -$352K | 1.77% | 22 |
|
|
2024
Q4 | $7.59M | Sell |
84,059
-10,440
| -11% | -$906K | 1.93% | 11 |
|
|
2024
Q3 | $7.63M | Sell |
94,499
-9,479
| -9% | -$696K | 1.96% | 13 |
|
|
2024
Q2 | $7.04M | Sell |
103,978
-2,135
| -2% | -$134K | 1.89% | 13 |
|
|
2024
Q1 | $6.38M | Buy |
106,113
+93
| +0.1% | +$5.32K | 1.76% | 17 |
|
|
2023
Q4 | $5.57M | Sell |
106,020
-5,547
| -5% | -$294K | 1.65% | 22 |
|
|
2023
Q3 | $5.95M | Buy |
111,567
+1,014
| +0.9% | +$54K | 1.85% | 14 |
|
|
2023
Q2 | $5.79M | Sell |
110,553
-78
| -0.1% | -$3.94K | 1.79% | 13 |
|
|
2023
Q1 | $5.44M | Buy |
110,631
+5,628
| +5% | +$267K | 1.79% | 14 |
|
|
2022
Q4 | $4.92M | Sell |
105,003
-1,896
| -2% | -$90K | 1.68% | 24 |
|
|
2022
Q3 | $4.62M | Buy |
106,899
+9,132
| +9% | +$400K | 1.73% | 17 |
|
|
2022
Q2 | $3.96M | Buy |
97,767
+13,224
| +16% | +$610K | 1.5% | 27 |
|
|
2022
Q1 | $4.2M | Buy |
84,543
+7,173
| +9% | +$337K | 1.58% | 26 |
|
|
2021
Q4 | $3.73M | Buy |
77,370
+5,208
| +7% | +$249K | 1.52% | 28 |
|
|
2021
Q3 | $3.35M | Buy |
72,162
+4,203
| +6% | +$202K | 1.53% | 26 |
|
|
2021
Q2 | $3.19M | Buy |
67,959
+5,517
| +9% | +$257K | 1.57% | 28 |
|
|
2021
Q1 | $2.83M | Buy |
+62,442
| New | +$2.89M | 1.59% | 25 |
|
Other funds holding WMT
VCM
VPM
