Oarsman Capital’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 | $5.48M | Sell |
44,131
-126
| -0.3% | -$15.5K | 0.68% | 24 |
|
|
2025
Q4 | $4.93M | Buy |
44,257
+2,505
| +6% | +$269K | 0.64% | 23 |
|
|
2025
Q3 | $4.3M | Buy |
41,752
+515
| +1% | +$51.3K | 0.6% | 26 |
|
|
2025
Q2 | $4.03M | Buy |
41,237
+118
| +0.3% | +$11.2K | 0.63% | 26 |
|
|
2025
Q1 | $3.61M | Sell |
41,119
-2,757
| -6% | -$259K | 0.65% | 28 |
|
|
2024
Q4 | $3.96M | Sell |
43,876
-1,168
| -3% | -$101K | 0.69% | 28 |
|
|
2024
Q3 | $3.64M | Buy |
45,044
+5,390
| +14% | +$396K | 0.67% | 30 |
|
|
2024
Q2 | $2.69M | Buy |
39,654
+4,311
| +12% | +$271K | 0.59% | 32 |
|
|
2024
Q1 | $2.13M | Sell |
35,343
-1,422
| -4% | -$81.4K | 0.51% | 40 |
|
|
2023
Q4 | $1.93M | Buy |
36,765
+99
| +0.3% | +$5.24K | 0.51% | 48 |
|
|
2023
Q3 | $1.95M | Buy |
36,666
+792
| +2% | +$42.1K | 0.82% | 30 |
|
|
2023
Q2 | $1.88M | Sell |
35,874
-360
| -1% | -$18.2K | 0.82% | 30 |
|
|
2023
Q1 | $1.78M | Buy |
36,234
+4,779
| +15% | +$227K | 0.83% | 32 |
|
|
2022
Q4 | $1.49M | Buy |
31,455
+1,527
| +5% | +$72.5K | 0.76% | 38 |
|
|
2022
Q3 | $1.29M | Buy |
29,928
+945
| +3% | +$41.4K | 0.69% | 42 |
|
|
2022
Q2 | $1.18M | Buy |
28,983
+13,605
| +88% | +$627K | 0.58% | 51 |
|
|
2022
Q1 | $763K | Buy |
15,378
+2,325
| +18% | +$109K | 0.3% | 91 |
|
|
2021
Q4 | $630K | Sell |
13,053
-3,000
| -19% | -$143K | 0.25% | 103 |
|
|
2021
Q3 | $746K | Sell |
16,053
-60
| -0.4% | -$2.89K | 0.3% | 92 |
|
|
2021
Q2 | $757K | Sell |
16,113
-75
| -0.5% | -$3.49K | 0.3% | 96 |
|
|
2021
Q1 | $733K | Sell |
16,188
-20,130
| -55% | -$932K | 0.32% | 94 |
|
|
2020
Q4 | $1.75M | Buy |
36,318
+9,240
| +34% | +$449K | 0.68% | 43 |
|
|
2020
Q3 | $1.26M | Buy |
27,078
+11,307
| +72% | +$503K | 0.57% | 53 |
|
|
2020
Q2 | $630K | Buy |
15,771
+6,141
| +64% | +$253K | 0.31% | 80 |
|
|
2020
Q1 | $365K | Sell |
9,630
-5,931
| -38% | -$228K | 0.34% | 72 |
|
|
2019
Q4 | $616K | Buy |
15,561
+648
| +4% | +$25.7K | 0.28% | 90 |
|
|
2019
Q3 | $590K | Sell |
14,913
-243
| -2% | -$9.17K | 0.28% | 90 |
|
|
2019
Q2 | $558K | Hold |
15,156
| – | – | 0.25% | 94 |
|
|
2019
Q1 | $493K | Hold |
15,156
| – | – | 0.23% | 106 |
|
|
2018
Q4 | $471K | Sell |
15,156
-192
| -1% | -$6.16K | 0.24% | 105 |
|
|
2018
Q3 | $480K | Sell |
15,348
-300
| -2% | -$9.18K | 0.19% | 118 |
|
|
2018
Q2 | $447K | Sell |
15,648
-591
| -4% | -$16.8K | 0.2% | 120 |
|
|
2018
Q1 | $482K | Buy |
16,239
+5,034
| +45% | +$162K | 0.22% | 118 |
|
|
2017
Q4 | $369K | Buy |
11,205
+90
| +0.8% | +$2.75K | 0.16% | 141 |
|
|
2017
Q3 | $290K | Hold |
11,115
| – | – | 0.12% | 155 |
|
|
2017
Q2 | $280K | Sell |
11,115
-150
| -1% | -$3.81K | 0.13% | 154 |
|
|
2017
Q1 | $271K | Buy |
+11,265
| New | +$259K | 0.13% | 157 |
|
|
2016
Q4 | – | Sell |
-11,625
| Closed | -$279K | – | 183 |
|
|
2016
Q3 | $279K | Buy |
11,625
+150
| +1% | +$3.64K | 0.14% | 152 |
|
|
2016
Q2 | $279K | Hold |
11,475
| – | – | 0.15% | 150 |
|
|
2016
Q1 | $262K | Sell |
11,475
-12,105
| -51% | -$265K | 0.14% | 155 |
|
|
2015
Q4 | $482K | Sell |
23,580
-65,730
| -74% | -$1.32M | 0.27% | 105 |
|
|
2015
Q3 | $1.93M | Buy |
89,310
+58,605
| +191% | +$1.34M | 1.14% | 24 |
|
|
2015
Q2 | $726K | Buy |
30,705
+2,115
| +7% | +$53.9K | 0.5% | 69 |
|
|
2015
Q1 | $784K | Hold |
28,590
| – | – | 0.54% | 66 |
|
|
2014
Q4 | $818K | Buy |
28,590
+450
| +2% | +$12.2K | 0.59% | 60 |
|
|
2014
Q3 | $717K | Buy |
28,140
+885
| +3% | +$22.3K | 0.53% | 70 |
|
|
2014
Q2 | $682K | Sell |
27,255
-285
| -1% | -$7.32K | 0.49% | 73 |
|
|
2014
Q1 | $702K | Sell |
27,540
-405
| -1% | -$10.2K | 0.54% | 69 |
|
|
2013
Q4 | $733K | Buy |
27,945
+1,320
| +5% | +$34.1K | 0.59% | 60 |
|
|
2013
Q3 | $656K | Buy |
26,625
+1,125
| +4% | +$28.4K | 0.57% | 69 |
|
|
2013
Q2 | $633K | Buy |
+25,500
| New | +$654K | 0.6% | 60 |
|
Other funds holding WMT
VCM
VPM
