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Goelzer Investment Management’s Walmart Inc WMT Stock Holding History

Goelzer Investment Management’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.5M Sell
83,861
-20,435
-20% -$2.54M 0.41% 42
2026
Q1 		$13M Buy
104,296
+434
+0.4% +$53.3K 0.63% 27
2025
Q4 		$11.6M Buy
103,862
+1,364
+1% +$146K 0.54% 33
2025
Q3 		$10.6M Buy
102,498
+19,525
+24% +$1.94M 0.56% 32
2025
Q2 		$8.11M Sell
82,973
-712
-0.9% -$67.8K 0.44% 48
2025
Q1 		$7.35M Buy
83,685
+71
+0.1% +$6.66K 0.43% 52
2024
Q4 		$7.55M Sell
83,614
-36,609
-30% -$3.18M 0.44% 48
2024
Q3 		$9.71M Sell
120,223
-2,345
-2% -$172K 0.53% 32
2024
Q2 		$8.3M Sell
122,568
-1,327
-1% -$83.6K 0.46% 39
2024
Q1 		$7.45M Sell
123,895
-1,298
-1% -$74.3K 0.42% 48
2023
Q4 		$6.58M Buy
125,193
+1,125
+0.9% +$59.5K 0.42% 55
2023
Q3 		$6.61M Sell
124,068
-2,919
-2% -$155K 0.47% 49
2023
Q2 		$6.65M Sell
126,987
-2,253
-2% -$114K 0.56% 53
2023
Q1 		$6.35M Buy
129,240
+336
+0.3% +$15.9K 0.55% 54
2022
Q4 		$6.09M Buy
128,904
+837
+0.7% +$39.7K 0.52% 63
2022
Q3 		$5.54M Buy
128,067
+13,518
+12% +$592K 0.55% 55
2022
Q2 		$4.64M Buy
114,549
+8,097
+8% +$373K 0.45% 73
2022
Q1 		$5.28M Buy
106,452
+264
+0.2% +$12.4K 0.46% 67
2021
Q4 		$5.12M Sell
106,188
-1,758
-2% -$83.9K 0.42% 71
2021
Q3 		$5.01M Sell
107,946
-5,496
-5% -$265K 0.44% 71
2021
Q2 		$5.33M Sell
113,442
-798
-0.7% -$37.2K 0.44% 72
2021
Q1 		$5.17M Sell
114,240
-5,589
-5% -$259K 0.46% 70
2020
Q4 		$5.76M Sell
119,829
-16,623
-12% -$807K 0.53% 61
2020
Q3 		$6.36M Sell
136,452
-2,016
-1% -$89.6K 0.59% 49
2020
Q2 		$5.53M Sell
138,468
-16,950
-11% -$697K 0.53% 53
2020
Q1 		$5.89M Sell
155,418
-58,542
-27% -$2.25M 0.67% 37
2019
Q4 		$8.48M Sell
213,960
-1,233
-0.6% -$49K 0.73% 41
2019
Q3 		$8.51M Sell
215,193
-144
-0.1% -$5.43K 0.78% 35
2019
Q2 		$7.93M Buy
215,337
+8,223
+4% +$283K 0.73% 38
2019
Q1 		$6.73M Buy
207,114
+16,086
+8% +$522K 0.64% 42
2018
Q4 		$5.93M Buy
191,028
+1,755
+0.9% +$56.3K 0.76% 41
2018
Q3 		$5.92M Sell
189,273
-1,035
-0.5% -$31.7K 0.66% 57
2018
Q2 		$5.43M Buy
190,308
+180
+0.1% +$5.12K 0.63% 58
2018
Q1 		$5.64M Sell
190,128
-91,068
-32% -$2.93M 0.68% 51
2017
Q4 		$9.26M Sell
281,196
-1,071
-0.4% -$32.8K 1.04% 19
2017
Q3 		$7.35M Sell
282,267
-435
-0.2% -$11.4K 0.87% 31
2017
Q2 		$7.13M Buy
282,702
+4,911
+2% +$125K 0.87% 30
2017
Q1 		$6.67M Sell
277,791
-495
-0.2% -$11.4K 0.83% 33
2016
Q4 		$6.41M Buy
278,286
+30,423
+12% +$710K 0.83% 32
2016
Q3 		$5.96M Buy
247,863
+4,455
+2% +$108K 0.8% 33
2016
Q2 		$5.92M Buy
243,408
+3,930
+2% +$91K 0.82% 33
2016
Q1 		$5.47M Buy
239,478
+190,848
+392% +$4.18M 0.78% 38
2015
Q4 		$994K Sell
48,630
-3,432
-7% -$68.9K 0.15% 151
2015
Q3 		$1.13M Buy
52,062
+3,033
+6% +$69.6K 0.18% 147
2015
Q2 		$1.16M Hold
49,029
– – 0.18% 141
2015
Q1 		$1.34M Sell
49,029
-2,400
-5% -$68.1K 0.2% 137
2014
Q4 		$1.47M Sell
51,429
-1,110
-2% -$30K 0.22% 136
2014
Q3 		$1.34M Hold
52,539
– – 0.22% 132
2014
Q2 		$1.31M Sell
52,539
-381
-0.7% -$9.79K 0.22% 130
2014
Q1 		$1.35M Sell
52,920
-3,300
-6% -$82.9K 0.24% 129
2013
Q4 		$1.48M Hold
56,220
– – 0.27% 127
2013
Q3 		$1.39M Sell
56,220
-63,420
-53% -$1.6M 0.28% 119
2013
Q2 		$2.97M Buy
+119,640
New +$3.07M 0.32% 121

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Goelzer Investment Management's WMT Position: Q2 2026 in Review

Goelzer Investment Management reduced its Walmart Inc (WMT) stake by 20% in Q2 2026, selling an estimated $2.54M and leaving 83,861 shares worth $9.5M. The position accounts for 0.41% of the portfolio, ranked #42.

Goelzer Investment Management first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $13M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Goelzer Investment Management held 83,861 shares of Walmart Inc worth $9.5M as of Q2 2026.
  • Goelzer Investment Management sold 20,435 Walmart Inc shares in Q2 2026, an estimated $2.54M.
  • Walmart Inc made up 0.41% of Goelzer Investment Management's portfolio in Q2 2026, its #42 holding.
  • Goelzer Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's Walmart Inc position peaked at $13M in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.