Nadler Financial Group’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 | $805K | Sell |
7,110
-431
| -6% | -$53.5K | 0.07% | 64 |
|
|
2026
Q1 | $937K | Sell |
7,541
-194
| -3% | -$23.8K | 0.09% | 59 |
|
|
2025
Q4 | $862K | Hold |
7,735
| – | – | 0.08% | 60 |
|
|
2025
Q3 | $797K | Buy |
7,735
+21
| +0.3% | +$2.09K | 0.08% | 59 |
|
|
2025
Q2 | $754K | Buy |
7,714
+126
| +2% | +$12K | 0.08% | 56 |
|
|
2025
Q1 | $666K | Buy |
7,588
+293
| +4% | +$27.5K | 0.07% | 61 |
|
|
2024
Q4 | $659K | Buy |
7,295
+219
| +3% | +$19K | 0.07% | 60 |
|
|
2024
Q3 | $571K | Buy |
7,076
+2,785
| +65% | +$205K | 0.06% | 62 |
|
|
2024
Q2 | $291K | Hold |
4,291
| – | – | 0.03% | 85 |
|
|
2024
Q1 | $258K | Buy |
+4,291
| New | +$246K | 0.03% | 94 |
|
|
2023
Q3 | – | Sell |
-3,915
| Closed | -$205K | – | 118 |
|
|
2023
Q2 | $205K | Buy |
+3,915
| New | +$198K | 0.03% | 109 |
|
|
2022
Q1 | – | Sell |
-5,385
| Closed | -$260K | – | 141 |
|
|
2021
Q4 | $260K | Sell |
5,385
-540
| -9% | -$25.8K | 0.04% | 104 |
|
|
2021
Q3 | $275K | Sell |
5,925
-177
| -3% | -$8.53K | 0.04% | 96 |
|
|
2021
Q2 | $287K | Buy |
6,102
+3
| +0% | +$140 | 0.05% | 98 |
|
|
2021
Q1 | $276K | Buy |
6,099
+258
| +4% | +$12K | 0.05% | 92 |
|
|
2020
Q4 | $281K | Sell |
5,841
-300
| -5% | -$14.6K | 0.05% | 84 |
|
|
2020
Q3 | $286K | Buy |
6,141
+729
| +13% | +$32.4K | 0.06% | 80 |
|
|
2020
Q2 | $216K | Buy |
+5,412
| New | +$223K | 0.05% | 91 |
|
|
2018
Q1 | – | Sell |
-6,627
| Closed | -$218K | – | 89 |
|
|
2017
Q4 | $218K | Sell |
6,627
-1,860
| -22% | -$56.9K | 0.07% | 80 |
|
|
2017
Q3 | $221K | Sell |
8,487
-1,170
| -12% | -$30.7K | 0.07% | 70 |
|
|
2017
Q2 | $244K | Sell |
9,657
-198
| -2% | -$5.03K | 0.08% | 70 |
|
|
2017
Q1 | $237K | Buy |
9,855
+9
| +0.1% | +$207 | 0.08% | 71 |
|
|
2016
Q4 | $227K | Hold |
9,846
| – | – | 0.08% | 74 |
|
|
2016
Q3 | $237K | Buy |
9,846
+9
| +0.1% | +$218 | 0.09% | 70 |
|
|
2016
Q2 | $239K | Buy |
9,837
+21
| +0.2% | +$486 | 0.1% | 71 |
|
|
2016
Q1 | $224K | Sell |
9,816
-942
| -9% | -$20.7K | 0.1% | 76 |
|
|
2015
Q4 | $220K | Sell |
10,758
-7,539
| -41% | -$151K | 0.1% | 82 |
|
|
2015
Q3 | $395K | Sell |
18,297
-1,839
| -9% | -$42.2K | 0.2% | 48 |
|
|
2015
Q2 | $476K | Buy |
20,136
+2,763
| +16% | +$70.4K | 0.22% | 43 |
|
|
2015
Q1 | $476K | Sell |
17,373
-810
| -4% | -$23K | 0.23% | 41 |
|
|
2014
Q4 | $521K | Buy |
18,183
+3,153
| +21% | +$85.2K | 0.27% | 39 |
|
|
2014
Q3 | $383K | Buy |
15,030
+141
| +0.9% | +$3.56K | 0.23% | 45 |
|
|
2014
Q2 | $373K | Sell |
14,889
-735
| -5% | -$18.9K | 0.23% | 40 |
|
|
2014
Q1 | $398K | Buy |
15,624
+75
| +0.5% | +$1.88K | 0.27% | 40 |
|
|
2013
Q4 | $408K | Buy |
15,549
+525
| +3% | +$13.6K | 0.26% | 42 |
|
|
2013
Q3 | $370K | Buy |
15,024
+3,024
| +25% | +$76.2K | 0.27% | 45 |
|
|
2013
Q2 | $298K | Buy |
+12,000
| New | +$308K | 0.21% | 60 |
|
Other funds holding WMT
Nadler Financial Group's WMT Position: Q2 2026 in Review
Nadler Financial Group reduced its Walmart Inc (WMT) stake by 5.7% in Q2 2026, selling an estimated $53.5K and leaving 7,110 shares worth $805K. The position accounts for 0.07% of the portfolio, ranked #64.
Nadler Financial Group first reported a position in WMT in Q2 2013 and has held it in 37 quarters since. The position peaked at $937K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Nadler Financial Group held 7,110 shares of Walmart Inc worth $805K as of Q2 2026.
- Nadler Financial Group sold 431 Walmart Inc shares in Q2 2026, an estimated $53.5K.
- Walmart Inc made up 0.07% of Nadler Financial Group's portfolio in Q2 2026, its #64 holding.
- Nadler Financial Group first reported a position in Walmart Inc in Q2 2013 and has held it in 37 quarters since.
- Nadler Financial Group's Walmart Inc position peaked at $937K in Q1 2026.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.