Modera 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
Q2 | $21.3M | Sell |
187,967
-6,430
| -3% | -$798K | 0.23% | 77 |
|
|
2026
Q1 | $24.2M | Sell |
194,397
-6,756
| -3% | -$829K | 0.29% | 68 |
|
|
2025
Q4 | $22.4M | Sell |
201,153
-337
| -0.2% | -$36.2K | 0.26% | 73 |
|
|
2025
Q3 | $20.8M | Sell |
201,490
-2,076
| -1% | -$207K | 0.24% | 82 |
|
|
2025
Q2 | $19.9M | Buy |
203,566
+1,331
| +0.7% | +$127K | 0.25% | 82 |
|
|
2025
Q1 | $17.8M | Sell |
202,235
-915
| -0.5% | -$85.8K | 0.24% | 84 |
|
|
2024
Q4 | $18.4M | Buy |
203,150
+9,292
| +5% | +$806K | 0.22% | 84 |
|
|
2024
Q3 | $15.7M | Buy |
193,858
+644
| +0.3% | +$47.3K | 0.2% | 88 |
|
|
2024
Q2 | $13.1M | Sell |
193,214
-6,402
| -3% | -$403K | 0.19% | 95 |
|
|
2024
Q1 | $12M | Buy |
199,616
+1,139
| +0.6% | +$65.2K | 0.18% | 101 |
|
|
2023
Q4 | $10.4M | Sell |
198,477
-4,506
| -2% | -$238K | 0.17% | 105 |
|
|
2023
Q3 | $10.8M | Sell |
202,983
-2,106
| -1% | -$112K | 0.2% | 98 |
|
|
2023
Q2 | $10.7M | Buy |
205,089
+182,076
| +791% | +$9.19M | 0.2% | 98 |
|
|
2023
Q1 | $1.13M | Buy |
23,013
+237
| +1% | +$11.2K | 0.04% | 147 |
|
|
2022
Q4 | $1.08M | Buy |
22,776
+4,257
| +23% | +$202K | 0.04% | 147 |
|
|
2022
Q3 | $801K | Sell |
18,519
-2,610
| -12% | -$114K | 0.04% | 150 |
|
|
2022
Q2 | $856K | Sell |
21,129
-228
| -1% | -$10.5K | 0.04% | 155 |
|
|
2022
Q1 | $1.06M | Sell |
21,357
-35,457
| -62% | -$1.66M | 0.05% | 149 |
|
|
2021
Q4 | $2.74M | Buy |
56,814
+34,668
| +157% | +$1.66M | 0.1% | 93 |
|
|
2021
Q3 | $1.03M | Buy |
22,146
+2,331
| +12% | +$112K | 0.05% | 105 |
|
|
2021
Q2 | $931K | Sell |
19,815
-762
| -4% | -$35.5K | 0.05% | 108 |
|
|
2021
Q1 | $932K | Sell |
20,577
-2,601
| -11% | -$120K | 0.06% | 99 |
|
|
2020
Q4 | $1.11M | Buy |
23,178
+12,120
| +110% | +$589K | 0.09% | 86 |
|
|
2020
Q3 | $516K | Buy |
11,058
+2,142
| +24% | +$95.2K | 0.08% | 87 |
|
|
2020
Q2 | $356K | Sell |
8,916
-48
| -0.5% | -$1.97K | 0.06% | 108 |
|
|
2020
Q1 | $339K | Buy |
8,964
+1,266
| +16% | +$48.7K | 0.07% | 105 |
|
|
2019
Q4 | $305K | Buy |
7,698
+36
| +0.5% | +$1.43K | 0.05% | 102 |
|
|
2019
Q3 | $303K | Hold |
7,662
| – | – | 0.05% | 101 |
|
|
2019
Q2 | $282K | Hold |
7,662
| – | – | 0.05% | 108 |
|
|
2019
Q1 | $249K | Buy |
7,662
+105
| +1% | +$3.4K | 0.05% | 123 |
|
|
2018
Q4 | $235K | Sell |
7,557
-750
| -9% | -$24K | 0.05% | 113 |
|
|
2018
Q3 | $260K | Buy |
+8,307
| New | +$254K | 0.05% | 118 |
|
|
2014
Q1 | – | Sell |
-12,261
| Closed | -$322K | – | 85 |
|
|
2013
Q4 | $322K | Buy |
+12,261
| New | +$317K | 0.12% | 64 |
|
Other funds holding WMT
Modera Wealth Management's WMT Position: Q2 2026 in Review
Modera Wealth Management reduced its Walmart Inc (WMT) stake by 3.3% in Q2 2026, selling an estimated $798K and leaving 187,967 shares worth $21.3M. The position accounts for 0.23% of the portfolio, ranked #77.
Modera Wealth Management first reported a position in WMT in Q4 2013 and has held it in 33 quarters since. The position peaked at $24.2M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Modera Wealth Management held 187,967 shares of Walmart Inc worth $21.3M as of Q2 2026.
- Modera Wealth Management sold 6,430 Walmart Inc shares in Q2 2026, an estimated $798K.
- Walmart Inc made up 0.23% of Modera Wealth Management's portfolio in Q2 2026, its #77 holding.
- Modera Wealth Management first reported a position in Walmart Inc in Q4 2013 and has held it in 33 quarters since.
- Modera Wealth Management's Walmart Inc position peaked at $24.2M in Q1 2026.
- 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.