Marietta Wealth Management’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 | $18.4M | Sell |
148,166
-1,184
| -0.8% | -$145K | 2.19% | 9 |
|
|
2025
Q4 | $16.6M | Buy |
149,350
+34
| +0% | +$3.65K | 1.92% | 11 |
|
|
2025
Q3 | $15.4M | Buy |
149,316
+1,525
| +1% | +$152K | 1.88% | 12 |
|
|
2025
Q2 | $14.5M | Sell |
147,791
-2,888
| -2% | -$275K | 1.88% | 14 |
|
|
2025
Q1 | $13.2M | Sell |
150,679
-288
| -0.2% | -$27K | 1.94% | 13 |
|
|
2024
Q4 | $13.6M | Sell |
150,967
-4,169
| -3% | -$362K | 1.96% | 14 |
|
|
2024
Q3 | $12.5M | Buy |
155,136
+368
| +0.2% | +$27K | 1.82% | 13 |
|
|
2024
Q2 | $10.5M | Sell |
154,768
-1,868
| -1% | -$118K | 1.63% | 16 |
|
|
2024
Q1 | $9.42M | Buy |
156,636
+2,820
| +2% | +$161K | 1.56% | 18 |
|
|
2023
Q4 | $8.08M | Buy |
153,816
+195
| +0.1% | +$10.3K | 1.44% | 20 |
|
|
2023
Q3 | $8.19M | Sell |
153,621
-6,612
| -4% | -$352K | 1.63% | 14 |
|
|
2023
Q2 | $8.4M | Buy |
160,233
+441
| +0.3% | +$22.2K | 1.58% | 14 |
|
|
2023
Q1 | $7.85M | Sell |
159,792
-3,513
| -2% | -$167K | 1.67% | 12 |
|
|
2022
Q4 | $7.72M | Buy |
163,305
+696
| +0.4% | +$33.1K | 1.75% | 8 |
|
|
2022
Q3 | $7.03M | Buy |
162,609
+2,271
| +1% | +$99.5K | 1.75% | 14 |
|
|
2022
Q2 | $6.5M | Buy |
160,338
+4,023
| +3% | +$186K | 1.57% | 19 |
|
|
2022
Q1 | $7.76M | Buy |
156,315
+3,933
| +3% | +$185K | 1.62% | 15 |
|
|
2021
Q4 | $7.35M | Buy |
152,382
+5,079
| +3% | +$242K | 1.48% | 26 |
|
|
2021
Q3 | $6.84M | Buy |
147,303
+3,684
| +3% | +$177K | 1.49% | 21 |
|
|
2021
Q2 | $6.75M | Buy |
143,619
+5,763
| +4% | +$268K | 1.52% | 21 |
|
|
2021
Q1 | $6.24M | Buy |
137,856
+10,935
| +9% | +$507K | 1.55% | 18 |
|
|
2020
Q4 | $6.1M | Buy |
126,921
+3,603
| +3% | +$175K | 1.68% | 16 |
|
|
2020
Q3 | $5.75M | Buy |
123,318
+7,986
| +7% | +$355K | 1.79% | 13 |
|
|
2020
Q2 | $4.61M | Sell |
115,332
-1,110
| -1% | -$45.7K | 1.57% | 16 |
|
|
2020
Q1 | $4.41M | Buy |
116,442
+4,671
| +4% | +$180K | 1.72% | 14 |
|
|
2019
Q4 | $4.43M | Buy |
111,771
+1,452
| +1% | +$57.7K | 1.46% | 20 |
|
|
2019
Q3 | $4.36M | Buy |
110,319
+3,333
| +3% | +$126K | 1.59% | 14 |
|
|
2019
Q2 | $3.94M | Buy |
106,986
+2,427
| +2% | +$83.6K | 1.53% | 17 |
|
|
2019
Q1 | $3.4M | Buy |
104,559
+1,488
| +1% | +$48.2K | 1.4% | 24 |
|
|
2018
Q4 | $3.2M | Buy |
103,071
+258
| +0.3% | +$8.27K | 1.53% | 20 |
|
|
2018
Q3 | $3.22M | Buy |
102,813
+12,654
| +14% | +$387K | 1.42% | 20 |
|
|
2018
Q2 | $2.57M | Buy |
90,159
+5,277
| +6% | +$150K | 1.26% | 29 |
|
|
2018
Q1 | $2.52M | Buy |
84,882
+5,943
| +8% | +$191K | 1.32% | 24 |
|
|
2017
Q4 | $2.6M | Sell |
78,939
-4,215
| -5% | -$129K | 1.41% | 25 |
|
|
2017
Q3 | $2.17M | Buy |
83,154
+5,715
| +7% | +$150K | 1.21% | 32 |
|
|
2017
Q2 | $1.95M | Buy |
77,439
+5,988
| +8% | +$152K | 1.19% | 35 |
|
|
2017
Q1 | $1.72M | Buy |
71,451
+14,424
| +25% | +$332K | 1.14% | 38 |
|
|
2016
Q4 | $1.31M | Buy |
+57,027
| New | +$1.33M | 1.05% | 38 |
|
Other funds holding WMT
VCM
VPM
