Ironwood Investment Counsel’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
$3.9M Sell
31,410
-226
-0.7% -$27.7K 0.56% 54
2025
Q4
$3.52M Sell
31,636
-1,950
-6% -$209K 0.49% 58
2025
Q3
$3.46M Sell
33,586
-794
-2% -$79K 0.5% 59
2025
Q2
$3.36M Buy
34,380
+2,414
+8% +$230K 0.52% 54
2025
Q1
$2.81M Buy
31,966
+326
+1% +$30.6K 0.48% 60
2024
Q4
$2.86M Sell
31,640
-2,688
-8% -$233K 0.49% 56
2024
Q3
$2.77M Sell
34,328
-362
-1% -$26.6K 0.46% 62
2024
Q2
$2.35M Sell
34,690
-140
-0.4% -$8.82K 0.42% 65
2024
Q1
$2.1M Sell
34,830
-1,050
-3% -$60.1K 0.37% 68
2023
Q4
$1.89M Sell
35,880
-1,200
-3% -$63.5K 0.35% 75
2023
Q3
$1.98M Buy
37,080
+450
+1% +$23.9K 0.42% 64
2023
Q2
$1.92M Sell
36,630
-1,926
-5% -$97.2K 0.43% 64
2023
Q1
$1.9M Sell
38,556
-1,080
-3% -$51.3K 0.45% 67
2022
Q4
$1.87M Sell
39,636
-633
-2% -$30.1K 0.45% 68
2022
Q3
$1.74M Buy
40,269
+696
+2% +$30.5K 0.5% 62
2022
Q2
$1.6M Sell
39,573
-1,371
-3% -$63.2K 0.45% 64
2022
Q1
$2.03M Sell
40,944
-3,078
-7% -$145K 0.5% 62
2021
Q4
$2.12M Sell
44,022
-42
-0.1% -$2K 0.48% 54
2021
Q3
$2.05M Buy
44,064
+153
+0.3% +$7.37K 0.52% 52
2021
Q2
$2.06M Sell
43,911
-1,656
-4% -$77.1K 0.55% 50
2021
Q1
$2.06M Sell
45,567
-13,176
-22% -$610K 0.59% 52
2020
Q4
$2.82M Buy
58,743
+5,334
+10% +$259K 0.64% 49
2020
Q3
$2.49M Sell
53,409
-774
-1% -$34.4K 0.67% 48
2020
Q2
$2.16M Sell
54,183
-831
-2% -$34.2K 0.66% 47
2020
Q1
$2.08M Sell
55,014
-1,164
-2% -$44.8K 0.82% 36
2019
Q4
$2.23M Buy
56,178
+3,978
+8% +$158K 0.76% 42
2019
Q3
$2.06M Sell
52,200
-1,752
-3% -$66.1K 0.76% 43
2019
Q2
$1.99M Buy
53,952
+432
+0.8% +$14.9K 0.76% 42
2019
Q1
$1.74M Sell
53,520
-103,104
-66% -$3.34M 0.68% 46
2018
Q4
$4.86M Sell
156,624
-22,143
-12% -$710K 2.14% 9
2018
Q3
$5.6M Sell
178,767
-1,002
-0.6% -$30.6K 2.16% 9
2018
Q2
$5.13M Sell
179,769
-6,654
-4% -$189K 2.24% 10
2018
Q1
$5.53M Sell
186,423
-2,160
-1% -$69.5K 2.46% 10
2017
Q4
$6.21M Buy
188,583
+7,782
+4% +$238K 2.29% 12
2017
Q3
$4.71M Sell
180,801
-13,728
-7% -$360K 1.91% 15
2017
Q2
$4.67M Hold
194,529
1.76% 17
2017
Q1
$4.67M Buy
194,529
+2,304
+1% +$53K 1.96% 15
2016
Q4
$4.43M Buy
192,225
+1,395
+0.7% +$32.6K 1.97% 13
2016
Q3
$4.59M Buy
190,830
+69,936
+58% +$1.7M 2.14% 10
2016
Q2
$2.94M Sell
120,894
-59,313
-33% -$1.37M 1.72% 17
2016
Q1
$4.11M Buy
180,207
+19,716
+12% +$432K 2.15% 11
2015
Q4
$3.28M Buy
160,491
+30,480
+23% +$612K 1.88% 12
2015
Q3
$2.81M Buy
130,011
+402
+0.3% +$9.22K 1.52% 16
2015
Q2
$3.06M Buy
129,609
+9,648
+8% +$246K 1.56% 16
2015
Q1
$3.29M Sell
119,961
-909
-0.8% -$25.8K 1.68% 14
2014
Q4
$3.46M Sell
120,870
-357
-0.3% -$9.65K 1.75% 13
2014
Q3
$3.09M Sell
121,227
-660
-0.5% -$16.7K 1.64% 15
2014
Q2
$3.05M Buy
121,887
+3,195
+3% +$82.1K 1.58% 18
2014
Q1
$3.02M Sell
118,692
-4,917
-4% -$123K 1.65% 16
2013
Q4
$3.24M Sell
123,609
-4,275
-3% -$110K 1.84% 13
2013
Q3
$3.15M Sell
127,884
-1,995
-2% -$50.3K 2.08% 12
2013
Q2
$3.23M Buy
+129,879
New +$3.33M 2.09% 10

Other funds holding WMT

Ironwood Investment Counsel's WMT Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its Walmart Inc (WMT) stake by 0.71% in Q1 2026, selling an estimated $27.7K and leaving 31,410 shares worth $3.9M. The position accounts for 0.56% of the portfolio, ranked #54.

Ironwood Investment Counsel first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.21M in Q4 2017. 4,429 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Ironwood Investment Counsel held 31,410 shares of Walmart Inc worth $3.9M as of Q1 2026.
  • Ironwood Investment Counsel sold 226 Walmart Inc shares in Q1 2026, an estimated $27.7K.
  • Walmart Inc made up 0.56% of Ironwood Investment Counsel's portfolio in Q1 2026, its #54 holding.
  • Ironwood Investment Counsel first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • Ironwood Investment Counsel's Walmart Inc position peaked at $6.21M in Q4 2017.
  • 4,429 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.