Main Street Research’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8M | Buy |
335,746
+322,903
| +2,514% | +$31.6M | 2.04% | 26 |
|
|
2025
Q1 | $1.13M | Sell |
12,843
-2,203
| -15% | -$194K | 0.07% | 56 |
|
|
2024
Q4 | $1.36M | Buy |
15,046
+3,172
| +27% | +$287K | 0.08% | 55 |
|
|
2024
Q3 | $959K | Buy |
11,874
+559
| +5% | +$45.1K | 0.06% | 61 |
|
|
2024
Q2 | $766K | Sell |
11,315
-1,516
| -12% | -$103K | 0.05% | 56 |
|
|
2024
Q1 | $775K | Sell |
12,831
-285
| -2% | -$17.2K | 0.05% | 58 |
|
|
2023
Q4 | $692K | Buy |
13,116
+981
| +8% | +$51.7K | 0.06% | 61 |
|
|
2023
Q3 | $647K | Sell |
12,135
-75
| -0.6% | -$4K | 0.07% | 60 |
|
|
2023
Q2 | $640K | Buy |
12,210
+75
| +0.6% | +$3.93K | 0.1% | 53 |
|
|
2023
Q1 | $599K | Sell |
12,135
-564
| -4% | -$27.8K | 0.12% | 50 |
|
|
2022
Q4 | $603K | Buy |
12,699
+549
| +5% | +$26K | 0.15% | 52 |
|
|
2022
Q3 | $525K | Buy |
12,150
+4,194
| +53% | +$181K | 0.12% | 52 |
|
|
2022
Q2 | $322K | Sell |
7,956
-14,631
| -65% | -$592K | 0.08% | 58 |
|
|
2022
Q1 | $1.12M | Sell |
22,587
-5,121
| -18% | -$254K | 0.11% | 49 |
|
|
2021
Q4 | $1.34M | Buy |
27,708
+1,824
| +7% | +$87.9K | 0.1% | 55 |
|
|
2021
Q3 | $1.2M | Buy |
25,884
+1,395
| +6% | +$64.8K | 0.11% | 58 |
|
|
2021
Q2 | $1.15M | Sell |
24,489
-402,204
| -94% | -$18.9M | 0.09% | 64 |
|
|
2021
Q1 | $19.3M | Buy |
426,693
+29,505
| +7% | +$1.34M | 1.82% | 31 |
|
|
2020
Q4 | $19.1M | Buy |
397,188
+17,625
| +5% | +$847K | 2.05% | 25 |
|
|
2020
Q3 | $17.7M | Buy |
379,563
+19,860
| +6% | +$926K | 2.25% | 17 |
|
|
2020
Q2 | $14.4M | Buy |
359,703
+24,831
| +7% | +$991K | 2.25% | 21 |
|
|
2020
Q1 | $12.7M | Buy |
334,872
+321,729
| +2,448% | +$12.2M | 3.11% | 13 |
|
|
2019
Q4 | $521K | Sell |
13,143
-336
| -2% | -$13.3K | 0.08% | 61 |
|
|
2019
Q3 | $533K | Sell |
13,479
-1,353
| -9% | -$53.5K | 0.1% | 57 |
|
|
2019
Q2 | $546K | Buy |
14,832
+363
| +3% | +$13.4K | 0.12% | 56 |
|
|
2019
Q1 | $470K | Hold |
14,469
| – | – | 0.15% | 53 |
|
|
2018
Q4 | $449K | Buy |
14,469
+1,176
| +9% | +$36.5K | 0.17% | 47 |
|
|
2018
Q3 | $416K | Sell |
13,293
-327
| -2% | -$10.2K | 0.06% | 71 |
|
|
2018
Q2 | $389K | Buy |
13,620
+504
| +4% | +$14.4K | 0.06% | 78 |
|
|
2018
Q1 | $389K | Sell |
13,116
-1,812
| -12% | -$53.7K | 0.06% | 79 |
|
|
2017
Q4 | $491K | Sell |
14,928
-477
| -3% | -$15.7K | 0.07% | 72 |
|
|
2017
Q3 | $401K | Sell |
15,405
-1,365
| -8% | -$35.5K | 0.06% | 83 |
|
|
2017
Q2 | $423K | Buy |
16,770
+1,482
| +10% | +$37.4K | 0.07% | 89 |
|
|
2017
Q1 | $367K | Sell |
15,288
-1,680
| -10% | -$40.3K | 0.06% | 87 |
|
|
2016
Q4 | $391K | Sell |
16,968
-1,623
| -9% | -$37.4K | 0.08% | 82 |
|
|
2016
Q3 | $447K | Sell |
18,591
-771
| -4% | -$18.5K | 0.09% | 81 |
|
|
2016
Q2 | $471K | Hold |
19,362
| – | – | 0.1% | 77 |
|
|
2016
Q1 | $442K | Sell |
19,362
-2,325
| -11% | -$53.1K | 0.11% | 71 |
|
|
2015
Q4 | $443K | Sell |
21,687
-93
| -0.4% | -$1.9K | 0.09% | 85 |
|
|
2015
Q3 | $416K | Buy |
21,780
+858
| +4% | +$16.4K | 0.1% | 84 |
|
|
2015
Q2 | $495K | Buy |
20,922
+2,724
| +15% | +$64.4K | 0.1% | 97 |
|
|
2015
Q1 | $499K | Buy |
18,198
+5,064
| +39% | +$139K | 0.11% | 94 |
|
|
2014
Q4 | $376K | Buy |
13,134
+915
| +7% | +$26.2K | 0.08% | 102 |
|
|
2014
Q3 | $311K | Sell |
12,219
-393
| -3% | -$10K | 0.07% | 114 |
|
|
2014
Q2 | $316K | Buy |
12,612
+1,290
| +11% | +$32.3K | 0.07% | 109 |
|
|
2014
Q1 | $288K | Sell |
11,322
-150
| -1% | -$3.82K | 0.07% | 114 |
|
|
2013
Q4 | $301K | Hold |
11,472
| – | – | 0.08% | 117 |
|
|
2013
Q3 | $283K | Sell |
11,472
-75
| -0.6% | -$1.85K | 0.08% | 113 |
|
|
2013
Q2 | $287K | Buy |
+11,547
| New | +$287K | 0.09% | 117 |
|