Nelson Capital Management’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 | $575K | Buy |
5,079
+54
| +1% | +$6.7K | 0.06% | 80 |
|
|
2026
Q1 | $625K | Sell |
5,025
-68
| -1% | -$8.35K | 0.08% | 75 |
|
|
2025
Q4 | $567K | Hold |
5,093
| – | – | 0.07% | 78 |
|
|
2025
Q3 | $525K | Hold |
5,093
| – | – | 0.06% | 85 |
|
|
2025
Q2 | $498K | Hold |
5,093
| – | – | 0.07% | 79 |
|
|
2025
Q1 | $447K | Sell |
5,093
-600
| -11% | -$56.3K | 0.08% | 83 |
|
|
2024
Q4 | $514K | Buy |
5,693
+27
| +0.5% | +$2.34K | 0.09% | 85 |
|
|
2024
Q3 | $458K | Buy |
5,666
+50
| +0.9% | +$3.67K | 0.08% | 83 |
|
|
2024
Q2 | $380K | Sell |
5,616
-306
| -5% | -$19.3K | 0.07% | 85 |
|
|
2024
Q1 | $356K | Buy |
5,922
+378
| +7% | +$21.6K | 0.07% | 85 |
|
|
2023
Q4 | $291K | Buy |
5,544
+63
| +1% | +$3.33K | 0.07% | 82 |
|
|
2023
Q3 | $292K | Buy |
+5,481
| New | +$292K | 0.07% | 80 |
|
|
2019
Q4 | – | Sell |
-4,830
| Closed | -$191K | – | 291 |
|
|
2019
Q3 | $191K | Buy |
4,830
+300
| +7% | +$11.3K | 0.05% | 95 |
|
|
2019
Q2 | $167K | Buy |
4,530
+681
| +18% | +$23.5K | 0.04% | 99 |
|
|
2019
Q1 | $125K | Sell |
3,849
-636
| -14% | -$20.6K | 0.03% | 100 |
|
|
2018
Q4 | $139K | Hold |
4,485
| – | – | 0.04% | 101 |
|
|
2018
Q3 | $140K | Buy |
4,485
+186
| +4% | +$5.69K | 0.03% | 96 |
|
|
2018
Q2 | $123K | Buy |
4,299
+450
| +12% | +$12.8K | 0.03% | 98 |
|
|
2018
Q1 | $114K | Sell |
3,849
-351
| -8% | -$11.3K | 0.03% | 107 |
|
|
2017
Q4 | $138K | Buy |
4,200
+390
| +10% | +$11.9K | 0.04% | 99 |
|
|
2017
Q3 | $99K | Buy |
3,810
+81
| +2% | +$2.13K | 0.03% | 104 |
|
|
2017
Q2 | $94K | Sell |
3,729
-1,200
| -24% | -$30.5K | 0.03% | 103 |
|
|
2017
Q1 | $118K | Hold |
4,929
| – | – | 0.04% | 100 |
|
|
2016
Q4 | $114K | Hold |
4,929
| – | – | 0.04% | 97 |
|
|
2016
Q3 | $118K | Buy |
4,929
+1,053
| +27% | +$25.5K | 0.04% | 99 |
|
|
2016
Q2 | $94K | Buy |
3,876
+687
| +22% | +$15.9K | 0.04% | 90 |
|
|
2016
Q1 | $73K | Hold |
3,189
| – | – | 0.03% | 97 |
|
|
2015
Q4 | $65K | Buy |
3,189
+1,500
| +89% | +$30.1K | 0.03% | 99 |
|
|
2015
Q3 | $37K | Hold |
1,689
| – | – | 0.01% | 118 |
|
|
2015
Q2 | $40K | Hold |
1,689
| – | – | 0.01% | 129 |
|
|
2015
Q1 | $46K | Sell |
1,689
-1,500
| -47% | -$42.6K | 0.02% | 122 |
|
|
2014
Q4 | $91K | Hold |
3,189
| – | – | 0.03% | 98 |
|
|
2014
Q3 | $81K | Buy |
3,189
+390
| +14% | +$9.85K | 0.03% | 106 |
|
|
2014
Q2 | $70K | Buy |
2,799
+159
| +6% | +$4.08K | 0.03% | 106 |
|
|
2014
Q1 | $67K | Buy |
2,640
+390
| +17% | +$9.79K | 0.03% | 106 |
|
|
2013
Q4 | $59K | Hold |
2,250
| – | – | 0.03% | 107 |
|
|
2013
Q3 | $55K | Hold |
2,250
| – | – | 0.03% | 106 |
|
|
2013
Q2 | $56K | Buy |
+2,250
| New | +$57.7K | 0.03% | 105 |
|
Other funds holding WMT
Nelson Capital Management's WMT Position: Q2 2026 in Review
Nelson Capital Management increased its Walmart Inc (WMT) stake by 1.1% in Q2 2026, buying an estimated $6.7K and bringing the position to 5,079 shares worth $575K. The position accounts for 0.06% of the portfolio, ranked #80.
Nelson Capital Management first reported a position in WMT in Q2 2013 and has held it in 38 quarters since. The position peaked at $625K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Nelson Capital Management held 5,079 shares of Walmart Inc worth $575K as of Q2 2026.
- Nelson Capital Management bought 54 Walmart Inc shares in Q2 2026, an estimated $6.7K.
- Walmart Inc made up 0.06% of Nelson Capital Management's portfolio in Q2 2026, its #80 holding.
- Nelson Capital Management first reported a position in Walmart Inc in Q2 2013 and has held it in 38 quarters since.
- Nelson Capital Management's Walmart Inc position peaked at $625K in Q1 2026.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.