McGowan Group Asset 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 | $1.04M | Buy |
8,387
+317
| +4% | +$38.9K | 0.13% | 60 |
|
|
2025
Q4 | $899K | Buy |
8,070
+245
| +3% | +$26.3K | 0.11% | 61 |
|
|
2025
Q3 | $806K | Sell |
7,825
-2,039
| -21% | -$203K | 0.1% | 63 |
|
|
2025
Q2 | $964K | Sell |
9,864
-692
| -7% | -$65.9K | 0.12% | 61 |
|
|
2025
Q1 | $927K | Sell |
10,556
-811
| -7% | -$76.1K | 0.12% | 56 |
|
|
2024
Q4 | $1.03M | Buy |
11,367
+1,690
| +17% | +$147K | 0.14% | 53 |
|
|
2024
Q3 | $781K | Buy |
9,677
+10
| +0.1% | +$734 | 0.1% | 58 |
|
|
2024
Q2 | $655K | Buy |
9,667
+109
| +1% | +$6.86K | 0.09% | 64 |
|
|
2024
Q1 | $575K | Sell |
9,558
-12
| -0.1% | -$687 | 0.08% | 67 |
|
|
2023
Q4 | $503K | Sell |
9,570
-432
| -4% | -$22.9K | 0.08% | 69 |
|
|
2023
Q3 | $533K | Sell |
10,002
-294
| -3% | -$15.6K | 0.08% | 70 |
|
|
2023
Q2 | $539K | Buy |
10,296
+552
| +6% | +$27.8K | 0.08% | 82 |
|
|
2023
Q1 | $479K | Buy |
9,744
+1,023
| +12% | +$48.6K | 0.08% | 81 |
|
|
2022
Q4 | $412K | Buy |
8,721
+1,023
| +13% | +$48.6K | 0.07% | 86 |
|
|
2022
Q3 | $333K | Sell |
7,698
-576
| -7% | -$25.2K | 0.06% | 84 |
|
|
2022
Q2 | $335K | Buy |
8,274
+723
| +10% | +$33.3K | 0.06% | 87 |
|
|
2022
Q1 | $375K | Buy |
7,551
+15
| +0.2% | +$704 | 0.06% | 83 |
|
|
2021
Q4 | $363K | Hold |
7,536
| – | – | 0.06% | 87 |
|
|
2021
Q3 | $350K | Buy |
7,536
+15
| +0.2% | +$723 | 0.06% | 78 |
|
|
2021
Q2 | $353K | Buy |
7,521
+330
| +5% | +$15.4K | 0.06% | 83 |
|
|
2021
Q1 | $326K | Sell |
7,191
-2,238
| -24% | -$104K | 0.05% | 82 |
|
|
2020
Q4 | $453K | Buy |
9,429
+2,643
| +39% | +$128K | 0.08% | 65 |
|
|
2020
Q3 | $316K | Buy |
6,786
+666
| +11% | +$29.6K | 0.06% | 71 |
|
|
2020
Q2 | $244K | Buy |
6,120
+24
| +0.4% | +$987 | 0.05% | 82 |
|
|
2020
Q1 | $231K | Hold |
6,096
| – | – | 0.05% | 75 |
|
|
2019
Q4 | $241K | Buy |
6,096
+258
| +4% | +$10.2K | 0.04% | 83 |
|
|
2019
Q3 | $231K | Hold |
5,838
| – | – | 0.04% | 85 |
|
|
2019
Q2 | $215K | Buy |
+5,838
| New | +$201K | 0.03% | 101 |
|
|
2018
Q3 | – | Sell |
-7,326
| Closed | -$209K | – | 110 |
|
|
2018
Q2 | $209K | Hold |
7,326
| – | – | 0.04% | 104 |
|
|
2018
Q1 | $217K | Sell |
7,326
-15
| -0.2% | -$482 | 0.04% | 98 |
|
|
2017
Q4 | $242K | Buy |
+7,341
| New | +$225K | 0.04% | 91 |
|
|
2015
Q1 | – | Sell |
-7,137
| Closed | -$204K | – | 136 |
|
|
2014
Q4 | $204K | Buy |
+7,137
| New | +$193K | 0.04% | 155 |
|
Other funds holding WMT
VCM
VPM
McGowan Group Asset Management's WMT Position: Q1 2026 in Review
McGowan Group Asset Management increased its Walmart Inc (WMT) stake by 3.9% in Q1 2026, buying an estimated $38.9K and bringing the position to 8,387 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #60.
McGowan Group Asset Management first reported a position in WMT in Q4 2014 and has held it in 32 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- McGowan Group Asset Management held 8,387 shares of Walmart Inc worth $1.04M as of Q1 2026.
- McGowan Group Asset Management bought 317 Walmart Inc shares in Q1 2026, an estimated $38.9K.
- Walmart Inc made up 0.13% of McGowan Group Asset Management's portfolio in Q1 2026, its #60 holding.
- McGowan Group Asset Management first reported a position in Walmart Inc in Q4 2014 and has held it in 32 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on McGowan Group Asset Management's 13F filing for Q1 2026, filed 11 May 2026.