Gladstone Institutional Advisory’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 | $11.4M | Buy |
100,317
+12,098
| +14% | +$1.5M | 0.36% | 62 |
|
|
2026
Q1 | $11M | Sell |
88,219
-5,380
| -6% | -$661K | 0.41% | 53 |
|
|
2025
Q4 | $10.4M | Sell |
93,599
-13,785
| -13% | -$1.48M | 0.39% | 52 |
|
|
2025
Q3 | $11.1M | Buy |
107,384
+14,123
| +15% | +$1.41M | 0.43% | 49 |
|
|
2025
Q2 | $9.12M | Buy |
93,261
+11,532
| +14% | +$1.1M | 0.38% | 54 |
|
|
2025
Q1 | $7.17M | Sell |
81,729
-10,120
| -11% | -$949K | 0.33% | 72 |
|
|
2024
Q4 | $8.3M | Buy |
91,849
+6,857
| +8% | +$595K | 0.38% | 55 |
|
|
2024
Q3 | $6.86M | Sell |
84,992
-6,418
| -7% | -$471K | 0.34% | 74 |
|
|
2024
Q2 | $6.19M | Buy |
91,410
+5,145
| +6% | +$324K | 0.32% | 78 |
|
|
2024
Q1 | $5.19M | Buy |
86,265
+2,796
| +3% | +$160K | 0.28% | 93 |
|
|
2023
Q4 | $4.39M | Buy |
83,469
+1,056
| +1% | +$55.9K | 0.25% | 107 |
|
|
2023
Q3 | $4.39M | Buy |
82,413
+2,787
| +4% | +$148K | 0.28% | 91 |
|
|
2023
Q2 | $4.17M | Sell |
79,626
-396
| -0.5% | -$20K | 0.25% | 104 |
|
|
2023
Q1 | $3.93M | Buy |
80,022
+22,119
| +38% | +$1.05M | 0.25% | 110 |
|
|
2022
Q4 | $2.74M | Sell |
57,903
-8,646
| -13% | -$411K | 0.19% | 153 |
|
|
2022
Q3 | $2.88M | Sell |
66,549
-21,660
| -25% | -$949K | 0.22% | 111 |
|
|
2022
Q2 | $3.58M | Buy |
88,209
+25,212
| +40% | +$1.16M | 0.28% | 83 |
|
|
2022
Q1 | $3.13M | Sell |
62,997
-31,542
| -33% | -$1.48M | 0.21% | 124 |
|
|
2021
Q4 | $4.56M | Buy |
94,539
+39,417
| +72% | +$1.88M | 0.35% | 78 |
|
|
2021
Q3 | $2.56M | Buy |
55,122
+29,160
| +112% | +$1.4M | 0.25% | 115 |
|
|
2021
Q2 | $1.22M | Buy |
25,962
+6,507
| +33% | +$303K | 0.14% | 167 |
|
|
2021
Q1 | $881K | Buy |
19,455
+6,477
| +50% | +$300K | 0.14% | 163 |
|
|
2020
Q4 | $624K | Sell |
12,978
-6,666
| -34% | -$324K | 0.12% | 144 |
|
|
2020
Q3 | $916K | Buy |
19,644
+1,629
| +9% | +$72.4K | 0.22% | 105 |
|
|
2020
Q2 | $719K | Buy |
18,015
+6,225
| +53% | +$256K | 0.18% | 107 |
|
|
2020
Q1 | $447K | Buy |
11,790
+4,566
| +63% | +$176K | 0.12% | 149 |
|
|
2019
Q4 | $286K | Sell |
7,224
-4,008
| -36% | -$159K | 0.07% | 197 |
|
|
2019
Q3 | $444K | Sell |
11,232
-945
| -8% | -$35.7K | 0.11% | 160 |
|
|
2019
Q2 | $448K | Buy |
12,177
+4,236
| +53% | +$146K | 0.14% | 151 |
|
|
2019
Q1 | $258K | Buy |
7,941
+33
| +0.4% | +$1.07K | 0.09% | 167 |
|
|
2018
Q4 | $246K | Buy |
+7,908
| New | +$254K | 0.14% | 146 |
|
Other funds holding WMT
Gladstone Institutional Advisory's WMT Position: Q2 2026 in Review
Gladstone Institutional Advisory increased its Walmart Inc (WMT) stake by 14% in Q2 2026, buying an estimated $1.5M and bringing the position to 100,317 shares worth $11.4M. The position accounts for 0.36% of the portfolio, ranked #62.
Gladstone Institutional Advisory first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Gladstone Institutional Advisory held 100,317 shares of Walmart Inc worth $11.4M as of Q2 2026.
- Gladstone Institutional Advisory bought 12,098 Walmart Inc shares in Q2 2026, an estimated $1.5M.
- Walmart Inc made up 0.36% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #62 holding.
- Gladstone Institutional Advisory first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
- 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.