Kayne Anderson Rudnick Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
125,401
+11,800
| +10% | +$1.15M | 0.03% | 220 |
|
|
2025
Q1 | $9.97M | Buy |
113,601
+37,717
| +50% | +$3.31M | 0.02% | 237 |
|
|
2024
Q4 | $6.86M | Buy |
75,884
+36,475
| +93% | +$3.3M | 0.02% | 259 |
|
|
2024
Q3 | $3.18M | Buy |
39,409
+3,064
| +8% | +$247K | 0.01% | 295 |
|
|
2024
Q2 | $2.46M | Sell |
36,345
-1,555
| -4% | -$105K | 0.01% | 318 |
|
|
2024
Q1 | $2.28M | Sell |
37,900
-1,070
| -3% | -$64.4K | 0.01% | 326 |
|
|
2023
Q4 | $2.05M | Buy |
38,970
+3,306
| +9% | +$174K | 0.01% | 332 |
|
|
2023
Q3 | $1.9M | Buy |
35,664
+3
| +0% | +$160 | 0.01% | 336 |
|
|
2023
Q2 | $1.87M | Buy |
35,661
+123
| +0.3% | +$6.45K | 0.01% | 339 |
|
|
2023
Q1 | $1.75M | Buy |
35,538
+3
| +0% | +$147 | 0.01% | 330 |
|
|
2022
Q4 | $1.68M | Buy |
35,535
+366
| +1% | +$17.3K | 0.01% | 338 |
|
|
2022
Q3 | $1.52M | Hold |
35,169
| – | – | 0.01% | 333 |
|
|
2022
Q2 | $1.43M | Sell |
35,169
-366
| -1% | -$14.8K | ﹤0.01% | 327 |
|
|
2022
Q1 | $1.76M | Buy |
35,535
+2,466
| +7% | +$122K | ﹤0.01% | 314 |
|
|
2021
Q4 | $1.6M | Hold |
33,069
| – | – | ﹤0.01% | 326 |
|
|
2021
Q3 | $1.54M | Sell |
33,069
-600
| -2% | -$27.9K | ﹤0.01% | 314 |
|
|
2021
Q2 | $1.58M | Sell |
33,669
-45
| -0.1% | -$2.12K | ﹤0.01% | 310 |
|
|
2021
Q1 | $1.53M | Buy |
33,714
+600
| +2% | +$27.2K | ﹤0.01% | 302 |
|
|
2020
Q4 | $1.59M | Hold |
33,114
| – | – | ﹤0.01% | 300 |
|
|
2020
Q3 | $1.54M | Buy |
33,114
+1,575
| +5% | +$73.4K | 0.01% | 289 |
|
|
2020
Q2 | $1.26M | Hold |
31,539
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $1.19M | Sell |
31,539
-51
| -0.2% | -$1.93K | 0.01% | 286 |
|
|
2019
Q4 | $1.25M | Buy |
31,590
+51
| +0.2% | +$2.02K | 0.01% | 297 |
|
|
2019
Q3 | $1.25M | Hold |
31,539
| – | – | 0.01% | 286 |
|
|
2019
Q2 | $1.16M | Hold |
31,539
| – | – | 0.01% | 284 |
|
|
2019
Q1 | $1.03M | Hold |
31,539
| – | – | 0.01% | 283 |
|
|
2018
Q4 | $979K | Hold |
31,539
| – | – | 0.01% | 292 |
|
|
2018
Q3 | $987K | Hold |
31,539
| – | – | 0.01% | 286 |
|
|
2018
Q2 | $900K | Hold |
31,539
| – | – | 0.01% | 291 |
|
|
2018
Q1 | $935K | Hold |
31,539
| – | – | 0.01% | 303 |
|
|
2017
Q4 | $1.04M | Hold |
31,539
| – | – | 0.01% | 292 |
|
|
2017
Q3 | $821K | Hold |
31,539
| – | – | 0.01% | 299 |
|
|
2017
Q2 | $796K | Sell |
31,539
-8,874
| -22% | -$224K | 0.01% | 300 |
|
|
2017
Q1 | $971K | Sell |
40,413
-21,456
| -35% | -$516K | 0.01% | 297 |
|
|
2016
Q4 | $1.43M | Sell |
61,869
-1,599
| -3% | -$36.8K | 0.02% | 272 |
|
|
2016
Q3 | $1.53M | Hold |
63,468
| – | – | 0.02% | 263 |
|
|
2016
Q2 | $1.55M | Hold |
63,468
| – | – | 0.02% | 253 |
|
|
2016
Q1 | $1.45M | Hold |
63,468
| – | – | 0.02% | 249 |
|
|
2015
Q4 | $1.3M | Hold |
63,468
| – | – | 0.02% | 247 |
|
|
2015
Q3 | $1.37M | Sell |
63,468
-7,215
| -10% | -$156K | 0.02% | 244 |
|
|
2015
Q2 | $1.67M | Buy |
70,683
+7,215
| +11% | +$171K | 0.03% | 228 |
|
|
2015
Q1 | $1.74M | Hold |
63,468
| – | – | 0.03% | 220 |
|
|
2014
Q4 | $1.82M | Hold |
63,468
| – | – | 0.03% | 219 |
|
|
2014
Q3 | $1.62M | Hold |
63,468
| – | – | 0.03% | 215 |
|
|
2014
Q2 | $1.59M | Hold |
63,468
| – | – | 0.03% | 217 |
|
|
2014
Q1 | $1.62M | Hold |
63,468
| – | – | 0.03% | 213 |
|
|
2013
Q4 | $1.67M | Hold |
63,468
| – | – | 0.03% | 209 |
|
|
2013
Q3 | $1.57M | Hold |
63,468
| – | – | 0.03% | 204 |
|
|
2013
Q2 | $1.58M | Buy |
+63,468
| New | +$1.58M | 0.03% | 196 |
|