Mark Sheptoff Financial Planning’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 | $288K | Sell |
2,200
-900
| -29% | -$110K | 0.15% | 84 |
|
|
2025
Q4 | $345K | Buy |
3,100
+150
| +5% | +$16.1K | 0.16% | 75 |
|
|
2025
Q3 | $304K | Buy |
2,950
+67
| +2% | +$6.67K | 0.15% | 82 |
|
|
2025
Q2 | $282K | Buy |
2,883
+33
| +1% | +$3.14K | 0.15% | 80 |
|
|
2025
Q1 | $250K | Hold |
2,850
| – | – | 0.14% | 80 |
|
|
2024
Q4 | $257K | Buy |
2,850
+750
| +36% | +$65.1K | 0.14% | 81 |
|
|
2024
Q3 | $170K | Hold |
2,100
| – | – | 0.09% | 99 |
|
|
2024
Q2 | $142K | Sell |
2,100
-700
| -25% | -$44.1K | 0.08% | 109 |
|
|
2024
Q1 | $168K | Sell |
2,800
-7,202
| -72% | -$412K | 0.09% | 106 |
|
|
2023
Q4 | $526K | Hold |
10,002
| – | – | 0.32% | 48 |
|
|
2023
Q3 | $533K | Buy |
10,002
+4,614
| +86% | +$246K | 0.34% | 46 |
|
|
2023
Q2 | $282K | Hold |
5,388
| – | – | 0.16% | 78 |
|
|
2023
Q1 | $265K | Sell |
5,388
-39
| -0.7% | -$1.85K | 0.15% | 84 |
|
|
2022
Q4 | $256K | Buy |
5,427
+591
| +12% | +$28.1K | 0.15% | 83 |
|
|
2022
Q3 | $209K | Hold |
4,836
| – | – | 0.13% | 84 |
|
|
2022
Q2 | $196K | Sell |
4,836
-14,820
| -75% | -$683K | 0.11% | 92 |
|
|
2022
Q1 | $976K | Buy |
19,656
+450
| +2% | +$21.1K | 0.49% | 41 |
|
|
2021
Q4 | $926K | Sell |
19,206
-1,695
| -8% | -$80.9K | 0.44% | 43 |
|
|
2021
Q3 | $971K | Sell |
20,901
-6,609
| -24% | -$318K | 0.53% | 37 |
|
|
2021
Q2 | $1.29M | Sell |
27,510
-5,835
| -17% | -$272K | 0.69% | 28 |
|
|
2021
Q1 | $1.51M | Sell |
33,345
-2,394
| -7% | -$111K | 0.87% | 24 |
|
|
2020
Q4 | $1.72M | Buy |
35,739
+1,425
| +4% | +$69.2K | 0.98% | 25 |
|
|
2020
Q3 | $1.6M | Sell |
34,314
-7,197
| -17% | -$320K | 0.98% | 25 |
|
|
2020
Q2 | $1.66M | Buy |
41,511
+36,900
| +800% | +$1.52M | 1.07% | 25 |
|
|
2020
Q1 | $175K | Sell |
4,611
-5,157
| -53% | -$198K | 0.13% | 83 |
|
|
2019
Q4 | $387K | Buy |
9,768
+2,100
| +27% | +$83.4K | 0.24% | 65 |
|
|
2019
Q3 | $303K | Buy |
7,668
+492
| +7% | +$18.6K | 0.2% | 72 |
|
|
2019
Q2 | $264K | Buy |
7,176
+1,950
| +37% | +$67.2K | 0.18% | 83 |
|
|
2019
Q1 | $170K | Buy |
5,226
+3,636
| +229% | +$118K | 0.12% | 101 |
|
|
2018
Q4 | $49K | Hold |
1,590
| – | – | 0.04% | 136 |
|
|
2018
Q3 | $50K | Buy |
1,590
+1,140
| +253% | +$34.9K | 0.03% | 164 |
|
|
2018
Q2 | $13K | Hold |
450
| – | – | 0.01% | 260 |
|
|
2018
Q1 | $13K | Buy |
+450
| New | +$14.5K | 0.01% | 265 |
|
|
2016
Q4 | – | Sell |
-300
| Closed | -$7K | – | 375 |
|
|
2016
Q3 | $7K | Hold |
300
| – | – | 0.01% | 280 |
|
|
2016
Q2 | $7K | Hold |
300
| – | – | 0.01% | 266 |
|
|
2016
Q1 | $7K | Hold |
300
| – | – | 0.01% | 264 |
|
|
2015
Q4 | $6K | Sell |
300
-87
| -22% | -$1.75K | ﹤0.01% | 298 |
|
|
2015
Q3 | $8K | Buy |
+387
| New | +$8.88K | 0.01% | 265 |
|
Other funds holding WMT
VCM
VPM
Mark Sheptoff Financial Planning's WMT Position: Q1 2026 in Review
Mark Sheptoff Financial Planning reduced its Walmart Inc (WMT) stake by 29% in Q1 2026, selling an estimated $110K and leaving 2,200 shares worth $288K. The position accounts for 0.15% of the portfolio, ranked #84.
Mark Sheptoff Financial Planning first reported a position in WMT in Q3 2015 and has held it in 38 quarters since. The position peaked at $1.72M in Q4 2020. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Mark Sheptoff Financial Planning held 2,200 shares of Walmart Inc worth $288K as of Q1 2026.
- Mark Sheptoff Financial Planning sold 900 Walmart Inc shares in Q1 2026, an estimated $110K.
- Walmart Inc made up 0.15% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #84 holding.
- Mark Sheptoff Financial Planning first reported a position in Walmart Inc in Q3 2015 and has held it in 38 quarters since.
- Mark Sheptoff Financial Planning's Walmart Inc position peaked at $1.72M in Q4 2020.
- 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.