Horizon Investments’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 | $38.6M | Buy |
311,492
+24,053
| +8% | +$2.95M | 0.43% | 38 |
|
|
2025
Q4 | $32M | Sell |
287,439
-102,345
| -26% | -$11M | 0.41% | 38 |
|
|
2025
Q3 | $40.2M | Buy |
389,784
+147,725
| +61% | +$14.7M | 0.53% | 27 |
|
|
2025
Q2 | $23.7M | Buy |
242,059
+147,812
| +157% | +$14.1M | 0.37% | 44 |
|
|
2025
Q1 | $8.25M | Buy |
94,247
+2,432
| +3% | +$228K | 0.25% | 53 |
|
|
2024
Q4 | $8.3M | Buy |
91,815
+1,836
| +2% | +$159K | 0.24% | 53 |
|
|
2024
Q3 | $7.27M | Sell |
89,979
-2,396
| -3% | -$176K | 0.19% | 52 |
|
|
2024
Q2 | $6.25M | Sell |
92,375
-16,860
| -15% | -$1.06M | 0.17% | 61 |
|
|
2024
Q1 | $6.55M | Buy |
109,235
+6,122
| +6% | +$350K | 0.17% | 69 |
|
|
2023
Q4 | $5.42M | Sell |
103,113
-54,111
| -34% | -$2.86M | 0.15% | 74 |
|
|
2023
Q3 | $8.38M | Buy |
157,224
+1,215
| +0.8% | +$64.7K | 0.26% | 54 |
|
|
2023
Q2 | $8.14M | Buy |
156,009
+5,316
| +4% | +$268K | 0.23% | 53 |
|
|
2023
Q1 | $7.38M | Sell |
150,693
-42,741
| -22% | -$2.03M | 0.22% | 56 |
|
|
2022
Q4 | $9.14M | Buy |
193,434
+37,014
| +24% | +$1.76M | 0.26% | 54 |
|
|
2022
Q3 | $6.76M | Buy |
156,420
+21,627
| +16% | +$947K | 0.21% | 50 |
|
|
2022
Q2 | $5.44M | Buy |
134,793
+79,170
| +142% | +$3.65M | 0.17% | 59 |
|
|
2022
Q1 | $2.75M | Sell |
55,623
-107,913
| -66% | -$5.07M | 0.08% | 120 |
|
|
2021
Q4 | $7.89M | Buy |
163,536
+11,451
| +8% | +$547K | 0.23% | 55 |
|
|
2021
Q3 | $7.07M | Buy |
152,085
+42,465
| +39% | +$2.05M | 0.18% | 63 |
|
|
2021
Q2 | $5.13M | Sell |
109,620
-95,052
| -46% | -$4.43M | 0.15% | 72 |
|
|
2021
Q1 | $9.27M | Buy |
+204,672
| New | +$9.48M | 0.34% | 38 |
|
|
2020
Q4 | – | Sell |
-335,958
| Closed | -$15.7M | – | 401 |
|
|
2020
Q3 | $15.7M | Sell |
335,958
-91,026
| -21% | -$4.05M | 0.56% | 34 |
|
|
2020
Q2 | $17M | Buy |
426,984
+325,725
| +322% | +$13.4M | 0.42% | 33 |
|
|
2020
Q1 | $3.82M | Sell |
101,259
-26,607
| -21% | -$1.02M | 0.19% | 42 |
|
|
2019
Q4 | $5.07M | Buy |
127,866
+61,632
| +93% | +$2.45M | 0.22% | 64 |
|
|
2019
Q3 | $2.62M | Buy |
66,234
+7,788
| +13% | +$294K | 0.11% | 84 |
|
|
2019
Q2 | $2.15M | Sell |
58,446
-1,698
| -3% | -$58.5K | 0.06% | 90 |
|
|
2019
Q1 | $1.95M | Buy |
60,144
+18,009
| +43% | +$584K | 0.07% | 131 |
|
|
2018
Q4 | $1.31M | Buy |
42,135
+5,787
| +16% | +$186K | 0.07% | 126 |
|
|
2018
Q3 | $1.14M | Buy |
36,348
+747
| +2% | +$22.8K | 0.04% | 134 |
|
|
2018
Q2 | $1.01M | Sell |
35,601
-1,932
| -5% | -$54.9K | 0.04% | 133 |
|
|
2018
Q1 | $1.11M | Sell |
37,533
-26,982
| -42% | -$868K | 0.05% | 112 |
|
|
2017
Q4 | $1.63M | Buy |
64,515
+1,842
| +3% | +$56.4K | 0.1% | 62 |
|
|
2017
Q3 | $1.58M | Buy |
62,673
+7,821
| +14% | +$205K | 0.09% | 62 |
|
|
2017
Q2 | $1.39M | Sell |
54,852
-18,966
| -26% | -$481K | 0.08% | 56 |
|
|
2017
Q1 | $1.77M | Buy |
73,818
+42,807
| +138% | +$985K | 0.12% | 44 |
|
|
2016
Q4 | $714K | Sell |
31,011
-516
| -2% | -$12K | 0.05% | 78 |
|
|
2016
Q3 | $758K | Sell |
31,527
-116,082
| -79% | -$2.82M | 0.05% | 56 |
|
|
2016
Q2 | $3.59M | Sell |
147,609
-23,031
| -13% | -$533K | 0.27% | 35 |
|
|
2016
Q1 | $3.9M | Buy |
+170,640
| New | +$3.74M | 0.31% | 27 |
|
Other funds holding WMT
VCM
VPM
Horizon Investments's WMT Position: Q1 2026 in Review
Horizon Investments increased its Walmart Inc (WMT) stake by 8.4% in Q1 2026, buying an estimated $2.95M and bringing the position to 311,492 shares worth $38.6M. The position accounts for 0.43% of the portfolio, ranked #38.
Horizon Investments first reported a position in WMT in Q1 2016 and has held it in 40 quarters since. The position peaked at $40.2M in Q3 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Horizon Investments held 311,492 shares of Walmart Inc worth $38.6M as of Q1 2026.
- Horizon Investments bought 24,053 Walmart Inc shares in Q1 2026, an estimated $2.95M.
- Walmart Inc made up 0.43% of Horizon Investments's portfolio in Q1 2026, its #38 holding.
- Horizon Investments first reported a position in Walmart Inc in Q1 2016 and has held it in 40 quarters since.
- Horizon Investments's Walmart Inc position peaked at $40.2M in Q3 2025.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.