Montgomery Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.18M | Hold |
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|
2025
Q2 | $1.12M | Hold |
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|
2025
Q1 | $1M | Hold |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $922K | Hold |
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|
2024
Q2 | $773K | Hold |
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|
2024
Q1 | $687K | Buy |
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|
2023
Q4 | $474K | Hold |
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|
2023
Q3 | $481K | Hold |
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|
2023
Q2 | $472K | Hold |
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|
2023
Q1 | $443K | Hold |
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|
2022
Q4 | $426K | Hold |
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|
2022
Q3 | $390K | Hold |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $447K | Hold |
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|
2021
Q4 | $435K | Hold |
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|
2021
Q3 | $419K | Hold |
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|
2021
Q2 | $424K | Sell |
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|
2021
Q1 | $517K | Hold |
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|
2020
Q4 | $548K | Hold |
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|
2020
Q3 | $532K | Hold |
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|
2020
Q2 | $456K | Hold |
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|
2020
Q1 | $432K | Sell |
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|
2019
Q4 | $476K | Hold |
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|
2019
Q3 | $475K | Hold |
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|
2019
Q2 | $442K | Sell |
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|
2019
Q1 | $488K | Hold |
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|
2018
Q4 | $466K | Sell |
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|
2018
Q3 | $498K | Sell |
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|
2018
Q2 | $506K | Hold |
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|
2018
Q1 | $525K | Sell |
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|
2017
Q4 | $623K | Sell |
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|
2017
Q3 | $563K | Sell |
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|
2017
Q2 | $924K | Sell |
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|
2017
Q1 | $1.16M | Sell |
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|
2016
Q4 | $1.14M | Sell |
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|
2016
Q3 | $1.27M | Hold |
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|
2016
Q2 | $1.28M | Sell |
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|
2016
Q1 | $1.22M | Sell |
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|
2015
Q4 | $1.12M | Sell |
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|
2015
Q3 | $1.19M | Hold |
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|
2015
Q2 | $1.3M | Sell |
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|
2015
Q1 | $1.52M | Sell |
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|
2014
Q4 | $1.61M | Buy |
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|
2014
Q3 | $1.02M | Buy |
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|
2014
Q2 | $886K | Sell |
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|
2014
Q1 | $935K | Hold |
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|
2013
Q4 | $963K | Sell |
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|
2013
Q3 | $1.07M | Buy |
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|
2013
Q2 | $1.01M | Buy |
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