Laurel Wealth Advisors (North Carolina)’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
Q2 | $13M | Sell |
115,206
-905
| -0.8% | -$112K | 1.26% | 15 |
|
|
2026
Q1 | $15.1M | Sell |
116,111
-1,509
| -1% | -$185K | 1.5% | 14 |
|
|
2025
Q4 | $13.1M | Sell |
117,620
-157
| -0.1% | -$16.9K | 1.73% | 16 |
|
|
2025
Q3 | $12.1M | Buy |
117,777
+305
| +0.3% | +$30.4K | 1.7% | 15 |
|
|
2025
Q2 | $11.5M | Sell |
117,472
-353
| -0.3% | -$33.6K | 1.72% | 16 |
|
|
2025
Q1 | $10.3M | Sell |
117,825
-2,333
| -2% | -$219K | 1.62% | 16 |
|
|
2024
Q4 | $10.9M | Sell |
120,158
-2,000
| -2% | -$174K | 1.7% | 16 |
|
|
2024
Q3 | $9.86M | Buy |
122,158
+93
| +0.1% | +$6.83K | 1.57% | 16 |
|
|
2024
Q2 | $8.27M | Sell |
122,065
-5,825
| -5% | -$367K | 1.43% | 16 |
|
|
2024
Q1 | $7.7M | Buy |
127,890
+1,089
| +0.9% | +$62.3K | 1.31% | 19 |
|
|
2023
Q4 | $6.66M | Buy |
126,801
+1,425
| +1% | +$75.4K | 1.26% | 22 |
|
|
2023
Q3 | $6.68M | Sell |
125,376
-6,249
| -5% | -$333K | 1.41% | 19 |
|
|
2023
Q2 | $6.9M | Sell |
131,625
-843
| -0.6% | -$42.5K | 1.38% | 18 |
|
|
2023
Q1 | $6.51M | Buy |
132,468
+6,030
| +5% | +$286K | 1.38% | 18 |
|
|
2022
Q4 | $5.98M | Buy |
126,438
+2,043
| +2% | +$97K | 1.35% | 20 |
|
|
2022
Q3 | $5.38M | Buy |
124,395
+879
| +0.7% | +$38.5K | 1.34% | 20 |
|
|
2022
Q2 | $5.01M | Buy |
123,516
+1,410
| +1% | +$65K | 1.21% | 22 |
|
|
2022
Q1 | $6.06M | Buy |
122,106
+1,086
| +0.9% | +$51K | 1.27% | 24 |
|
|
2021
Q4 | $5.84M | Buy |
121,020
+1,908
| +2% | +$91.1K | 1.2% | 24 |
|
|
2021
Q3 | $5.53M | Sell |
119,112
-2,580
| -2% | -$124K | 1.22% | 20 |
|
|
2021
Q2 | $5.72M | Buy |
121,692
+606
| +0.5% | +$28.2K | 1.23% | 22 |
|
|
2021
Q1 | $5.48M | Buy |
121,086
+1,656
| +1% | +$76.7K | 1.33% | 19 |
|
|
2020
Q4 | $5.74M | Buy |
119,430
+3,348
| +3% | +$163K | 1.49% | 18 |
|
|
2020
Q3 | $5.41M | Sell |
116,082
-1,044
| -0.9% | -$46.4K | 1.62% | 16 |
|
|
2020
Q2 | $4.68M | Sell |
117,126
-216
| -0.2% | -$8.88K | 1.54% | 16 |
|
|
2020
Q1 | $4.44M | Buy |
117,342
+1,956
| +2% | +$75.2K | 1.67% | 14 |
|
|
2019
Q4 | $4.57M | Sell |
115,386
-1,350
| -1% | -$53.6K | 1.44% | 17 |
|
|
2019
Q3 | $4.62M | Sell |
116,736
-2,670
| -2% | -$101K | 1.58% | 16 |
|
|
2019
Q2 | $4.4M | Sell |
119,406
-195
| -0.2% | -$6.72K | 1.55% | 17 |
|
|
2019
Q1 | $3.89M | Buy |
119,601
+1,428
| +1% | +$46.3K | 1.43% | 16 |
|
|
2018
Q4 | $3.67M | Buy |
+118,173
| New | +$3.79M | 1.47% | 17 |
|
Other funds holding WMT
Laurel Wealth Advisors (North Carolina)'s WMT Position: Q2 2026 in Review
Laurel Wealth Advisors (North Carolina) reduced its Walmart Inc (WMT) stake by 0.78% in Q2 2026, selling an estimated $112K and leaving 115,206 shares worth $13M. The position accounts for 1.26% of the portfolio, ranked #15.
Laurel Wealth Advisors (North Carolina) first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.1M in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Laurel Wealth Advisors (North Carolina) held 115,206 shares of Walmart Inc worth $13M as of Q2 2026.
- Laurel Wealth Advisors (North Carolina) sold 905 Walmart Inc shares in Q2 2026, an estimated $112K.
- Walmart Inc made up 1.26% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #15 holding.
- Laurel Wealth Advisors (North Carolina) first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
- Laurel Wealth Advisors (North Carolina)'s Walmart Inc position peaked at $15.1M in Q1 2026.
- 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.