Level Four Advisory Services’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 | $22.8M | Buy |
183,591
+1,541
| +0.8% | +$189K | 0.75% | 20 |
|
|
2025
Q4 | $20.3M | Buy |
182,050
+6,733
| +4% | +$723K | 0.66% | 21 |
|
|
2025
Q3 | $18.1M | Sell |
175,317
-5,568
| -3% | -$554K | 0.62% | 25 |
|
|
2025
Q2 | $17.7M | Buy |
180,885
+11,391
| +7% | +$1.09M | 0.65% | 24 |
|
|
2025
Q1 | $14.9M | Sell |
169,494
-524
| -0.3% | -$49.2K | 0.61% | 25 |
|
|
2024
Q4 | $15.4M | Sell |
170,018
-7,531
| -4% | -$654K | 0.63% | 24 |
|
|
2024
Q3 | $14.6M | Buy |
177,549
+27,128
| +18% | +$1.99M | 0.61% | 26 |
|
|
2024
Q2 | $10.2M | Buy |
150,421
+96,698
| +180% | +$6.09M | 0.46% | 39 |
|
|
2024
Q1 | $8.47M | Sell |
53,723
-103,933
| -66% | -$5.95M | 0.47% | 42 |
|
|
2023
Q4 | $8.28M | Buy |
157,656
+1,917
| +1% | +$101K | 0.46% | 40 |
|
|
2023
Q3 | $8.3M | Sell |
155,739
-17,421
| -10% | -$927K | 0.54% | 33 |
|
|
2023
Q2 | $9.07M | Sell |
173,160
-1,968
| -1% | -$99.3K | 0.55% | 31 |
|
|
2023
Q1 | $8.61M | Sell |
175,128
-9,702
| -5% | -$460K | 0.56% | 29 |
|
|
2022
Q4 | $8.74M | Buy |
184,830
+44,838
| +32% | +$2.13M | 0.65% | 27 |
|
|
2022
Q3 | $6.05M | Sell |
139,992
-9
| -0% | -$394 | 0.59% | 33 |
|
|
2022
Q2 | $5.67M | Buy |
140,001
+3,729
| +3% | +$172K | 0.54% | 40 |
|
|
2022
Q1 | $6.76M | Sell |
136,272
-2,268
| -2% | -$106K | 0.53% | 35 |
|
|
2021
Q4 | $6.68M | Buy |
138,540
+49,644
| +56% | +$2.37M | 0.51% | 39 |
|
|
2021
Q3 | $4.13M | Sell |
88,896
-41,307
| -32% | -$1.99M | 0.43% | 59 |
|
|
2021
Q2 | $6.12M | Sell |
130,203
-15,897
| -11% | -$740K | 0.42% | 48 |
|
|
2021
Q1 | $6.62M | Buy |
146,100
+14,733
| +11% | +$682K | 0.51% | 37 |
|
|
2020
Q4 | $6.31M | Sell |
131,367
-13,059
| -9% | -$634K | 0.51% | 44 |
|
|
2020
Q3 | $6.74M | Buy |
144,426
+35,787
| +33% | +$1.59M | 0.52% | 38 |
|
|
2020
Q2 | $4.34M | Buy |
108,639
+5,562
| +5% | +$229K | 0.34% | 70 |
|
|
2020
Q1 | $3.9M | Sell |
103,077
-3,285
| -3% | -$126K | 0.47% | 43 |
|
|
2019
Q4 | $11.9M | Buy |
106,362
+5,313
| +5% | +$211K | 0.47% | 61 |
|
|
2019
Q3 | $4M | Sell |
101,049
-2,457
| -2% | -$92.7K | 0.41% | 53 |
|
|
2019
Q2 | $3.81M | Buy |
103,506
+942
| +0.9% | +$32.5K | 0.38% | 59 |
|
|
2019
Q1 | $3.33M | Buy |
102,564
+840
| +0.8% | +$27.2K | 0.37% | 63 |
|
|
2018
Q4 | $3.16M | Buy |
101,724
+9,402
| +10% | +$301K | 0.39% | 63 |
|
|
2018
Q3 | $2.89M | Sell |
92,322
-3,480
| -4% | -$106K | 0.31% | 79 |
|
|
2018
Q2 | $2.73M | Sell |
95,802
-5,712
| -6% | -$162K | 0.2% | 112 |
|
|
2018
Q1 | $3.01M | Buy |
101,514
+6,255
| +7% | +$201K | 0.23% | 92 |
|
|
2017
Q4 | $3.14M | Sell |
95,259
-7,092
| -7% | -$217K | 0.24% | 89 |
|
|
2017
Q3 | $2.67M | Buy |
102,351
+29,211
| +40% | +$766K | 0.24% | 89 |
|
|
2017
Q2 | $1.75M | Sell |
73,140
-26,829
| -27% | -$681K | 0.27% | 96 |
|
|
2017
Q1 | $2.39M | Buy |
99,969
+39,273
| +65% | +$904K | 0.24% | 95 |
|
|
2016
Q4 | $1.4M | Buy |
+60,696
| New | +$1.42M | 0.18% | 122 |
|
Other funds holding WMT
VCM
VPM
Level Four Advisory Services's WMT Position: Q1 2026 in Review
Level Four Advisory Services increased its Walmart Inc (WMT) stake by 0.85% in Q1 2026, buying an estimated $189K and bringing the position to 183,591 shares worth $22.8M. The position accounts for 0.75% of the portfolio, ranked #20.
Level Four Advisory Services first reported a position in WMT in Q4 2016 and has held it in 38 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Level Four Advisory Services held 183,591 shares of Walmart Inc worth $22.8M as of Q1 2026.
- Level Four Advisory Services bought 1,541 Walmart Inc shares in Q1 2026, an estimated $189K.
- Walmart Inc made up 0.75% of Level Four Advisory Services's portfolio in Q1 2026, its #20 holding.
- Level Four Advisory Services first reported a position in Walmart Inc in Q4 2016 and has held it in 38 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.