Mutual Advisors’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 | $17.7M | Buy |
142,124
+18,736
| +15% | +$2.3M | 0.38% | 39 |
|
|
2025
Q4 | $13.7M | Sell |
123,388
-269
| -0.2% | -$28.9K | 0.29% | 52 |
|
|
2025
Q3 | $13.2M | Sell |
123,657
-1,175
| -0.9% | -$117K | 0.29% | 59 |
|
|
2025
Q2 | $12.2M | Sell |
124,832
-1,939
| -2% | -$185K | 0.3% | 54 |
|
|
2025
Q1 | $12.1M | Buy |
126,771
+12,011
| +10% | +$1.13M | 0.35% | 47 |
|
|
2024
Q4 | $10.5M | Sell |
114,760
-26,082
| -19% | -$2.26M | 0.3% | 56 |
|
|
2024
Q3 | $11.7M | Sell |
140,842
-4,245
| -3% | -$312K | 0.34% | 50 |
|
|
2024
Q2 | $10.1M | Sell |
145,087
-247
| -0.2% | -$15.6K | 0.3% | 58 |
|
|
2024
Q1 | $8.74M | Buy |
145,334
+18,155
| +14% | +$1.04M | 0.28% | 67 |
|
|
2023
Q4 | $6.68M | Buy |
127,179
+24,249
| +24% | +$1.28M | 0.23% | 86 |
|
|
2023
Q3 | $5.49M | Sell |
102,930
-363
| -0.4% | -$19.3K | 0.21% | 93 |
|
|
2023
Q2 | $5.41M | Sell |
103,293
-7,992
| -7% | -$403K | 0.21% | 99 |
|
|
2023
Q1 | $5.47M | Buy |
111,285
+19,491
| +21% | +$925K | 0.22% | 94 |
|
|
2022
Q4 | $4.34M | Buy |
91,794
+4,482
| +5% | +$213K | 0.19% | 111 |
|
|
2022
Q3 | $3.77M | Buy |
87,312
+32,025
| +58% | +$1.4M | 0.19% | 106 |
|
|
2022
Q2 | $2.24M | Buy |
55,287
+1,317
| +2% | +$60.7K | 0.15% | 165 |
|
|
2022
Q1 | $2.68M | Sell |
53,970
-2,556
| -5% | -$120K | 0.15% | 161 |
|
|
2021
Q4 | $2.73M | Sell |
56,526
-7,665
| -12% | -$366K | 0.14% | 171 |
|
|
2021
Q3 | $2.98M | Buy |
64,191
+5,058
| +9% | +$244K | 0.18% | 141 |
|
|
2021
Q2 | $2.78M | Buy |
59,133
+4,752
| +9% | +$221K | 0.16% | 158 |
|
|
2021
Q1 | $2.46M | Sell |
54,381
-12,702
| -19% | -$588K | 0.17% | 153 |
|
|
2020
Q4 | $3.22M | Sell |
67,083
-4,125
| -6% | -$200K | 0.24% | 93 |
|
|
2020
Q3 | $3.32M | Buy |
71,208
+2,379
| +3% | +$106K | 0.29% | 76 |
|
|
2020
Q2 | $2.75M | Buy |
68,829
+18,030
| +35% | +$742K | 0.27% | 80 |
|
|
2020
Q1 | $1.92M | Buy |
50,799
+468
| +0.9% | +$18K | 0.26% | 94 |
|
|
2019
Q4 | $1.99M | Buy |
50,331
+13,575
| +37% | +$539K | 0.21% | 119 |
|
|
2019
Q3 | $1.45M | Buy |
36,756
+1,737
| +5% | +$65.6K | 0.19% | 132 |
|
|
2019
Q2 | $1.29M | Buy |
35,019
+8,808
| +34% | +$304K | 0.17% | 152 |
|
|
2019
Q1 | $852K | Sell |
26,211
-5,550
| -17% | -$180K | 0.13% | 195 |
|
|
2018
Q4 | $986K | Buy |
31,761
+5,130
| +19% | +$164K | 0.19% | 131 |
|
|
2018
Q3 | $834K | Buy |
26,631
+3,981
| +18% | +$122K | 0.13% | 197 |
|
|
2018
Q2 | $647K | Sell |
22,650
-489
| -2% | -$13.9K | 0.15% | 204 |
|
|
2018
Q1 | $686K | Buy |
23,139
+8,526
| +58% | +$274K | 0.17% | 194 |
|
|
2017
Q4 | $481K | Buy |
+14,613
| New | +$447K | 0.18% | 158 |
|
Other funds holding WMT
VCM
VPM
Mutual Advisors's WMT Position: Q1 2026 in Review
Mutual Advisors increased its Walmart Inc (WMT) stake by 15% in Q1 2026, buying an estimated $2.3M and bringing the position to 142,124 shares worth $17.7M. The position accounts for 0.38% of the portfolio, ranked #39.
Mutual Advisors first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Mutual Advisors held 142,124 shares of Walmart Inc worth $17.7M as of Q1 2026.
- Mutual Advisors bought 18,736 Walmart Inc shares in Q1 2026, an estimated $2.3M.
- Walmart Inc made up 0.38% of Mutual Advisors's portfolio in Q1 2026, its #39 holding.
- Mutual Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
- 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.