LVM Capital Management’s Walmart WMT Stock Holding History

LVM Capital Management’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$444K	Sell	4,539 -45	-1%	-$4.4K	0.05%	119
2025 Q1	$402K	Sell	4,584 -25	-0.5%	-$2.19K	0.04%	117
2024 Q4	$416K	Sell	4,609 -482	-9%	-$43.5K	0.04%	120
2024 Q3	$345K	Hold	5,091	–	–	0.04%	122
2024 Q2	$345K	Buy	5,091 +225	+5%	+$15.2K	0.04%	122
2024 Q1	$293K	Sell	4,866 -13,134	-73%	-$791K	0.03%	124
2023 Q4	$946K	Buy	18,000 +75	+0.4%	+$3.94K	0.12%	70
2023 Q3	$956K	Buy	17,925 +12,084	+207%	+$644K	0.13%	68
2023 Q2	$306K	Hold	5,841	–	–	0.04%	117
2023 Q1	$287K	Hold	5,841	–	–	0.04%	120
2022 Q4	$276K	Sell	5,841 -3,000	-34%	-$142K	0.04%	116
2022 Q3	$382K	Buy	8,841 +3,030	+52%	+$131K	0.06%	97
2022 Q2	$236K	Buy	5,811 +84	+1%	+$3.41K	0.03%	119
2022 Q1	$284K	Buy	5,727 +1,392	+32%	+$69K	0.04%	116
2021 Q4	$209K	Buy	+4,335	New	+$209K	0.03%	124
2017 Q2	–	Sell	-14,400	Closed	-$346K	–	120
2017 Q1	$346K	Hold	14,400	–	–	0.09%	79
2016 Q4	$332K	Sell	14,400 -140,826	-91%	-$3.25M	0.09%	82
2016 Q3	$3.88M	Buy	155,226 +140,826	+978%	+$3.52M	1.25%	28
2016 Q2	$350K	Hold	14,400	–	–	0.1%	76
2016 Q1	$329K	Sell	14,400 -53,400	-79%	-$1.22M	0.1%	81
2015 Q4	$1.39M	Sell	67,800 -19,725	-23%	-$403K	0.49%	38
2015 Q3	$1.89M	Sell	87,525 -3,375	-4%	-$73K	0.68%	35
2015 Q2	$2.15M	Sell	90,900 -900	-1%	-$21.3K	0.72%	37
2015 Q1	$2.52M	Sell	91,800 -19,800	-18%	-$543K	0.84%	36
2014 Q4	$3.2M	Sell	111,600 -37,476	-25%	-$1.07M	1.06%	30
2014 Q3	$3.8M	Sell	149,076 -6,150	-4%	-$157K	1.25%	28
2014 Q2	$3.88M	Sell	155,226 -85,425	-35%	-$2.14M	1.25%	28
2014 Q1	$6.13M	Buy	240,651 +27,240	+13%	+$694K	2.14%	21
2013 Q4	$5.6M	Buy	213,411 +2,211	+1%	+$58K	1.99%	25
2013 Q3	$5.21M	Sell	211,200 -12,600	-6%	-$311K	1.96%	24
2013 Q2	$5.56M	Buy	+223,800	New	+$5.56M	2.21%	21