Jacobsen Capital Management’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$993K Buy
2025
Q2
$940K Buy
2025
Q1
$742K Buy
2024
Q4
$758K Buy
2024
Q3
$677K Buy
2024
Q2
$550K Buy
2024
Q1
$481K Buy
2023
Q4
$418K Sell
2023
Q3
$429K Buy
2023
Q2
$420K Buy
2023
Q1
$318K Buy