Moisand Fitzgerald Tamayo’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 | $425K | Hold |
3,751
| – | – | 0.04% | 89 |
|
|
2026
Q1 | $466K | Hold |
3,751
| – | – | 0.05% | 81 |
|
|
2025
Q4 | $418K | Buy |
3,751
+127
| +4% | +$13.6K | 0.05% | 84 |
|
|
2025
Q3 | $373K | Hold |
3,624
| – | – | 0.04% | 89 |
|
|
2025
Q2 | $354K | Hold |
3,624
| – | – | 0.04% | 87 |
|
|
2025
Q1 | $318K | Sell |
3,624
-394
| -10% | -$37K | 0.04% | 90 |
|
|
2024
Q4 | $363K | Sell |
4,018
-125
| -3% | -$10.8K | 0.05% | 81 |
|
|
2024
Q3 | $335K | Buy |
4,143
+24
| +0.6% | +$1.76K | 0.05% | 88 |
|
|
2024
Q2 | $279K | Hold |
4,119
| – | – | 0.04% | 89 |
|
|
2024
Q1 | $248K | Sell |
4,119
-189
| -4% | -$10.8K | 0.04% | 95 |
|
|
2023
Q4 | $226K | Sell |
4,308
-6
| -0.1% | -$317 | 0.04% | 97 |
|
|
2023
Q3 | $230K | Sell |
4,314
-486
| -10% | -$25.9K | 0.05% | 89 |
|
|
2023
Q2 | $251K | Sell |
4,800
-336
| -7% | -$17K | 0.05% | 89 |
|
|
2023
Q1 | $252K | Sell |
5,136
-4,092
| -44% | -$194K | 0.05% | 88 |
|
|
2022
Q4 | $436K | Buy |
9,228
+240
| +3% | +$11.4K | 0.1% | 72 |
|
|
2022
Q3 | $389K | Sell |
8,988
-3
| -0% | -$131 | 0.11% | 72 |
|
|
2022
Q2 | $364K | Buy |
8,991
+7,437
| +479% | +$343K | 0.1% | 74 |
|
|
2022
Q1 | $77K | Sell |
1,554
-4,188
| -73% | -$197K | 0.04% | 94 |
|
|
2021
Q4 | $277K | Sell |
5,742
-645
| -10% | -$30.8K | 0.08% | 80 |
|
|
2021
Q3 | $297K | Sell |
6,387
-300
| -4% | -$14.5K | 0.1% | 74 |
|
|
2021
Q2 | $314K | Buy |
6,687
+945
| +16% | +$44K | 0.11% | 69 |
|
|
2021
Q1 | $260K | Hold |
5,742
| – | – | 0.11% | 72 |
|
|
2020
Q4 | $276K | Hold |
5,742
| – | – | 0.12% | 67 |
|
|
2020
Q3 | $268K | Hold |
5,742
| – | – | 0.14% | 64 |
|
|
2020
Q2 | $229K | Hold |
5,742
| – | – | 0.13% | 64 |
|
|
2020
Q1 | $217K | Hold |
5,742
| – | – | 0.14% | 64 |
|
|
2019
Q4 | $227K | Hold |
5,742
| – | – | 0.12% | 74 |
|
|
2019
Q3 | $227K | Hold |
5,742
| – | – | 0.12% | 72 |
|
|
2019
Q2 | $211K | Hold |
5,742
| – | – | 0.11% | 72 |
|
|
2019
Q1 | $187K | Hold |
5,742
| – | – | 0.1% | 76 |
|
|
2018
Q4 | $178K | Hold |
5,742
| – | – | 0.11% | 73 |
|
|
2018
Q3 | $180K | Sell |
5,742
-1,287
| -18% | -$39.4K | 0.1% | 78 |
|
|
2018
Q2 | $201K | Hold |
7,029
| – | – | 0.12% | 72 |
|
|
2018
Q1 | $208K | Hold |
7,029
| – | – | 0.12% | 72 |
|
|
2017
Q4 | $231K | Hold |
7,029
| – | – | 0.13% | 63 |
|
|
2017
Q3 | $183K | Buy |
+7,029
| New | +$184K | 0.11% | 68 |
|
|
2016
Q2 | – | Sell |
-7,677
| Closed | -$175K | – | 199 |
|
|
2016
Q1 | $175K | Sell |
7,677
-600
| -7% | -$13.2K | 0.14% | 57 |
|
|
2015
Q4 | $169K | Buy |
+8,277
| New | +$166K | 0.15% | 58 |
|
Other funds holding WMT
Moisand Fitzgerald Tamayo's WMT Position: Q2 2026 in Review
Moisand Fitzgerald Tamayo held its Walmart Inc (WMT) position steady in Q2 2026 at 3,751 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #89.
Moisand Fitzgerald Tamayo first reported a position in WMT in Q4 2015 and has held it in 38 quarters since. The position peaked at $466K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Moisand Fitzgerald Tamayo held 3,751 shares of Walmart Inc worth $425K as of Q2 2026.
- Moisand Fitzgerald Tamayo left its Walmart Inc share count unchanged in Q2 2026.
- Walmart Inc made up 0.04% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #89 holding.
- Moisand Fitzgerald Tamayo first reported a position in Walmart Inc in Q4 2015 and has held it in 38 quarters since.
- Moisand Fitzgerald Tamayo's Walmart Inc position peaked at $466K in Q1 2026.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.