MLM
Mount Lucas Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
15,205
-2,375
| -14% | -$232K | 0.63% | 36 |
|
|
2025
Q1 | $1.54M | Buy |
+17,580
| New | +$1.54M | 0.5% | 47 |
|
|
2021
Q2 | – | Sell |
-9,908
| Closed | -$1.35M | – | 132 |
|
|
2021
Q1 | $1.35M | Buy |
9,908
+969
| +11% | +$132K | 0.4% | 68 |
|
|
2020
Q4 | $1.29M | Buy |
8,939
+41
| +0.5% | +$5.91K | 0.27% | 100 |
|
|
2020
Q3 | $1.25M | Sell |
8,898
-676
| -7% | -$94.6K | 0.26% | 62 |
|
|
2020
Q2 | $1.15M | Buy |
+9,574
| New | +$1.15M | 0.23% | 58 |
|
|
2017
Q3 | – | Sell |
-119,963
| Closed | -$9.08M | – | 147 |
|
|
2017
Q2 | $9.08M | Buy |
119,963
+277
| +0.2% | +$21K | 1.71% | 23 |
|
|
2017
Q1 | $8.63M | Sell |
119,686
-14,276
| -11% | -$1.03M | 1.72% | 23 |
|
|
2016
Q4 | $9.26M | Sell |
133,962
-24,588
| -16% | -$1.7M | 1.76% | 23 |
|
|
2016
Q3 | $11.4M | Buy |
+158,550
| New | +$11.4M | 2.03% | 16 |
|