Nicola Wealth 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 | – | Sell |
-105,200
| Closed | -$13.1M | – | 67 |
|
|
2026
Q1 | $13.1M | Sell |
105,200
-71,000
| -40% | -$8.72M | 1.57% | 31 |
|
|
2025
Q4 | $19.6M | Sell |
176,200
-14,000
| -7% | -$1.5M | 1.79% | 20 |
|
|
2025
Q3 | $19.6M | Sell |
190,200
-50,000
| -21% | -$4.98M | 1.74% | 20 |
|
|
2025
Q2 | $23.5M | Hold |
240,200
| – | – | 2.2% | 9 |
|
|
2025
Q1 | $21.1M | Sell |
240,200
-40,000
| -14% | -$3.75M | 2.06% | 12 |
|
|
2024
Q4 | $25.3M | Hold |
280,200
| – | – | 2.4% | 8 |
|
|
2024
Q3 | $22.6M | Hold |
280,200
| – | – | 1.8% | 15 |
|
|
2024
Q2 | $19M | Hold |
280,200
| – | – | 1.7% | 20 |
|
|
2024
Q1 | $16.9M | Sell |
280,200
-135,000
| -33% | -$7.72M | 1.63% | 25 |
|
|
2023
Q4 | $21.8M | Hold |
415,200
| – | – | 2.29% | 15 |
|
|
2023
Q3 | $22.1M | Sell |
415,200
-135,000
| -25% | -$7.18M | 2.39% | 9 |
|
|
2023
Q2 | $28.8M | Sell |
550,200
-27,000
| -5% | -$1.36M | 2.83% | 2 |
|
|
2023
Q1 | $28.4M | Hold |
577,200
| – | – | 2.8% | 3 |
|
|
2022
Q4 | $27.3M | Sell |
577,200
-9,600
| -2% | -$456K | 2.77% | 2 |
|
|
2022
Q3 | $25.4M | Sell |
586,800
-15,000
| -2% | -$657K | 2.79% | 2 |
|
|
2022
Q2 | $24.4M | Buy |
601,800
+283,800
| +89% | +$13.1M | 2.33% | 6 |
|
|
2022
Q1 | $15.8M | Sell |
318,000
-162,000
| -34% | -$7.61M | 1.39% | 20 |
|
|
2021
Q4 | $23.1M | Buy |
480,000
+25,500
| +6% | +$1.22M | 2.18% | 6 |
|
|
2021
Q3 | $21.1M | Buy |
454,500
+7,500
| +2% | +$361K | 2.17% | 4 |
|
|
2021
Q2 | $21M | Hold |
447,000
| – | – | 2.15% | 3 |
|
|
2021
Q1 | $20.2M | Buy |
447,000
+96,000
| +27% | +$4.45M | 2.26% | 3 |
|
|
2020
Q4 | $16.9M | Buy |
351,000
+113,100
| +48% | +$5.49M | 2.1% | 9 |
|
|
2020
Q3 | $11.1M | Sell |
237,900
-24,000
| -9% | -$1.07M | 1.58% | 17 |
|
|
2020
Q2 | $10.5M | Sell |
261,900
-146,100
| -36% | -$6.01M | 1.45% | 21 |
|
|
2020
Q1 | $15.5M | Buy |
408,000
+330,000
| +423% | +$12.7M | 2.32% | 6 |
|
|
2019
Q4 | $3.09M | Buy |
+78,000
| New | +$3.1M | 0.46% | 80 |
|
|
2018
Q3 | – | Sell |
-135,000
| Closed | -$3.85M | – | 105 |
|
|
2018
Q2 | $3.85M | Sell |
135,000
-33,000
| -20% | -$938K | 0.75% | 47 |
|
|
2018
Q1 | $4.98M | Buy |
+168,000
| New | +$5.4M | 1% | 34 |
|
Other funds holding WMT
Nicola Wealth Management's WMT Position: Q2 2026 in Review
Nicola Wealth Management sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 105,200 shares — an estimated $13.1M sold.
Nicola Wealth Management first reported a position in WMT in Q1 2018 and held it in 28 quarters. The position peaked at $28.8M in Q2 2023. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Nicola Wealth Management reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
- Nicola Wealth Management sold 105,200 Walmart Inc shares in Q2 2026, an estimated $13.1M.
- Nicola Wealth Management first reported a position in Walmart Inc in Q1 2018 and held it in 28 quarters.
- Nicola Wealth Management's Walmart Inc position peaked at $28.8M in Q2 2023.
- 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.