LPL Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758M | Buy |
7,755,412
+295,986
| +4% | +$28.9M | 0.25% | 85 |
|
|
2025
Q1 | $655M | Buy |
7,459,426
+653,190
| +10% | +$57.3M | 0.25% | 88 |
|
|
2024
Q4 | $615M | Buy |
6,806,236
+505,975
| +8% | +$45.7M | 0.25% | 89 |
|
|
2024
Q3 | $509M | Buy |
6,300,261
+325,122
| +5% | +$26.3M | 0.23% | 98 |
|
|
2024
Q2 | $405M | Buy |
5,975,139
+395,598
| +7% | +$26.8M | 0.2% | 103 |
|
|
2024
Q1 | $336M | Buy |
5,579,541
+308,964
| +6% | +$18.6M | 0.18% | 113 |
|
|
2023
Q4 | $277M | Buy |
5,270,577
+300,879
| +6% | +$15.8M | 0.17% | 117 |
|
|
2023
Q3 | $265M | Buy |
4,969,698
+329,361
| +7% | +$17.6M | 0.19% | 112 |
|
|
2023
Q2 | $243M | Buy |
4,640,337
+286,002
| +7% | +$15M | 0.17% | 117 |
|
|
2023
Q1 | $214M | Buy |
4,354,335
+142,590
| +3% | +$7.01M | 0.17% | 118 |
|
|
2022
Q4 | $199M | Buy |
4,211,745
+96,435
| +2% | +$4.56M | 0.17% | 118 |
|
|
2022
Q3 | $178M | Sell |
4,115,310
-45,414
| -1% | -$1.96M | 0.17% | 117 |
|
|
2022
Q2 | $169M | Buy |
4,160,724
+260,493
| +7% | +$10.6M | 0.16% | 120 |
|
|
2022
Q1 | $194M | Buy |
3,900,231
+116,685
| +3% | +$5.79M | 0.17% | 115 |
|
|
2021
Q4 | $182M | Buy |
3,783,546
+327,426
| +9% | +$15.8M | 0.15% | 125 |
|
|
2021
Q3 | $161M | Buy |
3,456,120
+198,054
| +6% | +$9.2M | 0.15% | 128 |
|
|
2021
Q2 | $153M | Buy |
3,258,066
+66,870
| +2% | +$3.14M | 0.15% | 121 |
|
|
2021
Q1 | $144M | Buy |
3,191,196
+382,245
| +14% | +$17.3M | 0.17% | 115 |
|
|
2020
Q4 | $135M | Buy |
2,808,951
+324,648
| +13% | +$15.6M | 0.17% | 114 |
|
|
2020
Q3 | $116M | Buy |
2,484,303
+36,234
| +1% | +$1.69M | 0.18% | 110 |
|
|
2020
Q2 | $97.7M | Buy |
2,448,069
+258,555
| +12% | +$10.3M | 0.17% | 120 |
|
|
2020
Q1 | $82.9M | Buy |
2,189,514
+81,288
| +4% | +$3.08M | 0.18% | 110 |
|
|
2019
Q4 | $83.5M | Buy |
2,108,226
+184,332
| +10% | +$7.3M | 0.15% | 128 |
|
|
2019
Q3 | $76.1M | Buy |
1,923,894
+82,419
| +4% | +$3.26M | 0.15% | 124 |
|
|
2019
Q2 | $67.8M | Buy |
1,841,475
+362,790
| +25% | +$13.4M | 0.14% | 128 |
|
|
2019
Q1 | $48.1M | Buy |
1,478,685
+89,427
| +6% | +$2.91M | 0.11% | 173 |
|
|
2018
Q4 | $43.1M | Buy |
1,389,258
+96,675
| +7% | +$3M | 0.11% | 160 |
|
|
2018
Q3 | $40.5M | Sell |
1,292,583
-221,223
| -15% | -$6.92M | 0.1% | 186 |
|
|
2018
Q2 | $43.2M | Buy |
1,513,806
+11,574
| +0.8% | +$330K | 0.11% | 157 |
|
|
2018
Q1 | $44.6M | Buy |
1,502,232
+535,485
| +55% | +$15.9M | 0.12% | 148 |
|
|
2017
Q4 | $31.8M | Buy |
966,747
+148,176
| +18% | +$4.88M | 0.1% | 184 |
|
|
2017
Q3 | $21.3M | Buy |
818,571
+53,856
| +7% | +$1.4M | 0.08% | 219 |
|
|
2017
Q2 | $19.3M | Buy |
764,715
+700,467
| +1,090% | +$17.7M | 0.07% | 218 |
|
|
2017
Q1 | $1.54M | Buy |
64,248
+43,005
| +202% | +$1.03M | 0.01% | 983 |
|
|
2016
Q4 | $486K | Sell |
21,243
-624
| -3% | -$14.3K | ﹤0.01% | 1773 |
|
|
2016
Q3 | $523K | Buy |
21,867
+1,158
| +6% | +$27.7K | 0.01% | 1673 |
|
|
2016
Q2 | $509K | Sell |
20,709
-1,481,481
| -99% | -$36.4M | ﹤0.01% | 1654 |
|
|
2016
Q1 | $34.4M | Buy |
1,502,190
+369
| +0% | +$8.44K | 0.1% | 187 |
|
|
2015
Q4 | $31.5M | Buy |
1,501,821
+988,965
| +193% | +$20.7M | 0.09% | 212 |
|
|
2015
Q3 | $11.3M | Buy |
512,856
+60,090
| +13% | +$1.32M | 0.06% | 264 |
|
|
2015
Q2 | $10.9M | Buy |
452,766
+79,455
| +21% | +$1.92M | 0.06% | 298 |
|
|
2015
Q1 | $10M | Sell |
373,311
-66,870
| -15% | -$1.8M | 0.05% | 304 |
|
|
2014
Q4 | $12.6M | Sell |
440,181
-672
| -0.2% | -$19.2K | 0.07% | 252 |
|
|
2014
Q3 | $11.2M | Sell |
440,853
-21,825
| -5% | -$554K | 0.07% | 257 |
|
|
2014
Q2 | $11.6M | Sell |
462,678
-257,769
| -36% | -$6.45M | 0.07% | 250 |
|
|
2014
Q1 | $18.4M | Buy |
720,447
+14,061
| +2% | +$358K | 0.11% | 171 |
|
|
2013
Q4 | $18.5M | Buy |
706,386
+4,413
| +0.6% | +$116K | 0.12% | 167 |
|
|
2013
Q3 | $17.5M | Buy |
701,973
+13,038
| +2% | +$325K | 0.12% | 164 |
|
|
2013
Q2 | $17.1M | Buy |
+688,935
| New | +$17.1M | 0.12% | 147 |
|