Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.81M | Hold |
27,246
| – | – | 1.11% | 16 |
|
|
2025
Q2 | $2.66M | Sell |
27,246
-225
| -0.8% | -$21.4K | 1.16% | 16 |
|
|
2025
Q1 | $2.41M | Buy |
27,471
+24
| +0.1% | +$2.25K | 1.14% | 16 |
|
|
2024
Q4 | $2.48M | Sell |
27,447
-1,590
| -5% | -$138K | 1.09% | 17 |
|
|
2024
Q3 | $2.34M | Sell |
29,037
-1,650
| -5% | -$121K | 1.01% | 17 |
|
|
2024
Q2 | $2.08M | Sell |
30,687
-1,284
| -4% | -$80.9K | 0.93% | 18 |
|
|
2024
Q1 | $1.92M | Buy |
31,971
+453
| +1% | +$25.9K | 0.88% | 17 |
|
|
2023
Q4 | $1.66M | Sell |
31,518
-3
| -0% | -$159 | 0.83% | 19 |
|
|
2023
Q3 | $1.68M | Sell |
31,521
-1,902
| -6% | -$101K | 0.86% | 20 |
|
|
2023
Q2 | $1.75M | Buy |
33,423
+3
| +0% | +$151 | 0.86% | 20 |
|
|
2023
Q1 | $1.64M | Hold |
33,420
| – | – | 0.86% | 19 |
|
|
2022
Q4 | $1.58M | Sell |
33,420
-4,800
| -13% | -$228K | 0.86% | 20 |
|
|
2022
Q3 | $1.65M | Sell |
38,220
-2,280
| -6% | -$99.9K | 0.89% | 19 |
|
|
2022
Q2 | $1.64M | Hold |
40,500
| – | – | 0.82% | 21 |
|
|
2022
Q1 | $2.01M | Sell |
40,500
-2,097
| -5% | -$98.4K | 0.85% | 18 |
|
|
2021
Q4 | $2.05M | Sell |
42,597
-570
| -1% | -$27.2K | 0.8% | 24 |
|
|
2021
Q3 | $2.01M | Sell |
43,167
-2,562
| -6% | -$123K | 0.85% | 24 |
|
|
2021
Q2 | $2.15M | Sell |
45,729
-4,023
| -8% | -$187K | 0.67% | 32 |
|
|
2021
Q1 | $2.25M | Sell |
49,752
-3,342
| -6% | -$155K | 0.66% | 35 |
|
|
2020
Q4 | $2.55M | Buy |
53,094
+405
| +0.8% | +$19.7K | 0.77% | 28 |
|
|
2020
Q3 | $2.46M | Sell |
52,689
-3,942
| -7% | -$175K | 0.82% | 26 |
|
|
2020
Q2 | $2.26M | Sell |
56,631
-351
| -0.6% | -$14.4K | 0.79% | 23 |
|
|
2020
Q1 | $2.16M | Sell |
56,982
-294
| -0.5% | -$11.3K | 0.88% | 19 |
|
|
2019
Q4 | $2.27M | Buy |
57,276
+600
| +1% | +$23.8K | 0.67% | 27 |
|
|
2019
Q3 | $2.24M | Buy |
56,676
+3,303
| +6% | +$125K | 0.71% | 26 |
|
|
2019
Q2 | $1.97M | Sell |
53,373
-4,542
| -8% | -$157K | 0.64% | 29 |
|
|
2019
Q1 | $1.88M | Sell |
57,915
-408
| -0.7% | -$13.2K | 0.62% | 32 |
|
|
2018
Q4 | $1.81M | Sell |
58,323
-900
| -2% | -$28.9K | 0.62% | 33 |
|
|
2018
Q3 | $1.85M | Sell |
59,223
-1,194
| -2% | -$36.5K | 0.51% | 39 |
|
|
2018
Q2 | $1.73M | Sell |
60,417
-1,224
| -2% | -$34.8K | 0.5% | 40 |
|
|
2018
Q1 | $1.83M | Buy |
61,641
+2,103
| +4% | +$67.6K | 0.54% | 41 |
|
|
2017
Q4 | $1.96M | Buy |
59,538
+300
| +0.5% | +$9.18K | 0.62% | 40 |
|
|
2017
Q3 | $1.54M | Buy |
59,238
+6,096
| +11% | +$160K | 0.52% | 47 |
|
|
2017
Q2 | $1.34M | Buy |
53,142
+16,791
| +46% | +$426K | 0.46% | 56 |
|
|
2017
Q1 | $873K | Buy |
36,351
+5,400
| +17% | +$124K | 0.31% | 98 |
|
|
2016
Q4 | $713K | Sell |
30,951
-900
| -3% | -$21K | 0.27% | 106 |
|
|
2016
Q3 | $766K | Sell |
31,851
-975
| -3% | -$23.7K | 0.29% | 102 |
|
|
2016
Q2 | $799K | Buy |
32,826
+600
| +2% | +$13.9K | 0.31% | 98 |
|
|
2016
Q1 | $736K | Sell |
32,226
-5,865
| -15% | -$129K | 0.29% | 107 |
|
|
2015
Q4 | $778K | Sell |
38,091
-8,820
| -19% | -$177K | 0.3% | 101 |
|
|
2015
Q3 | $1.01M | Buy |
+46,911
| New | +$1.08M | 0.41% | 71 |
|
|
2015
Q1 | $1.29M | Sell |
47,136
-2,850
| -6% | -$80.9K | 0.41% | 61 |
|
|
2014
Q4 | $1.43M | Buy |
49,986
+1,860
| +4% | +$50.3K | 0.46% | 50 |
|
|
2014
Q3 | $1.23M | Sell |
48,126
-3,195
| -6% | -$80.7K | 0.41% | 59 |
|
|
2014
Q2 | $1.28M | Sell |
51,321
-2,640
| -5% | -$67.8K | 0.42% | 59 |
|
|
2014
Q1 | $1.38M | Sell |
53,961
-618
| -1% | -$15.5K | 0.52% | 46 |
|
|
2013
Q4 | $1.43M | Sell |
54,579
-642
| -1% | -$16.6K | 0.54% | 46 |
|
|
2013
Q3 | $1.36M | Buy |
+55,221
| New | +$1.39M | 0.56% | 44 |
|
Other funds holding WMT
Optimum Investment Advisors's WMT Position: Q3 2025 in Review
Optimum Investment Advisors held its Walmart Inc (WMT) position steady in Q3 2025 at 27,246 shares worth $2.81M. The position accounts for 1.11% of the portfolio, ranked #16.
Optimum Investment Advisors first reported a position in WMT in Q3 2013 and has held it in 48 quarters since. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.
- Optimum Investment Advisors held 27,246 shares of Walmart Inc worth $2.81M as of Q3 2025.
- Optimum Investment Advisors left its Walmart Inc share count unchanged in Q3 2025.
- Walmart Inc made up 1.11% of Optimum Investment Advisors's portfolio in Q3 2025, its #16 holding.
- Optimum Investment Advisors first reported a position in Walmart Inc in Q3 2013 and has held it in 48 quarters since.
- 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.