Osborne Partners 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
Q1 | $15.3M | Sell |
123,089
-10,732
| -8% | -$1.32M | 0.81% | 35 |
|
|
2025
Q4 | $14.9M | Sell |
133,821
-16,983
| -11% | -$1.82M | 0.77% | 41 |
|
|
2025
Q3 | $15.5M | Buy |
150,804
+280
| +0.2% | +$27.9K | 0.79% | 40 |
|
|
2025
Q2 | $14.7M | Sell |
150,524
-351
| -0.2% | -$33.4K | 0.78% | 43 |
|
|
2025
Q1 | $13.2M | Buy |
150,875
+371
| +0.2% | +$34.8K | 0.76% | 41 |
|
|
2024
Q4 | $13.6M | Sell |
150,504
-375
| -0.2% | -$32.5K | 0.79% | 38 |
|
|
2024
Q3 | $12.2M | Buy |
150,879
+375
| +0.2% | +$27.5K | 0.69% | 49 |
|
|
2024
Q2 | $10.2M | Buy |
150,504
+1,143
| +0.8% | +$72K | 0.61% | 60 |
|
|
2024
Q1 | $8.99M | Sell |
149,361
-333
| -0.2% | -$19.1K | 0.55% | 68 |
|
|
2023
Q4 | $7.87M | Hold |
149,694
| – | – | 0.51% | 69 |
|
|
2023
Q3 | $7.98M | Buy |
149,694
+321
| +0.2% | +$17.1K | 0.59% | 61 |
|
|
2023
Q2 | $7.83M | Sell |
149,373
-7,986
| -5% | -$403K | 0.56% | 65 |
|
|
2023
Q1 | $7.73M | Buy |
157,359
+333
| +0.2% | +$15.8K | 0.57% | 63 |
|
|
2022
Q4 | $7.42M | Sell |
157,026
-45,876
| -23% | -$2.18M | 0.58% | 63 |
|
|
2022
Q3 | $8.77M | Buy |
202,902
+1,125
| +0.6% | +$49.3K | 0.73% | 44 |
|
|
2022
Q2 | $8.18M | Buy |
201,777
+194,817
| +2,799% | +$8.98M | 0.63% | 55 |
|
|
2022
Q1 | $345K | Sell |
6,960
-219
| -3% | -$10.3K | 0.03% | 164 |
|
|
2021
Q4 | $346K | Buy |
7,179
+456
| +7% | +$21.8K | 0.03% | 177 |
|
|
2021
Q3 | $312K | Buy |
6,723
+75
| +1% | +$3.61K | 0.03% | 171 |
|
|
2021
Q2 | $312K | Sell |
6,648
-855
| -11% | -$39.8K | 0.03% | 178 |
|
|
2021
Q1 | $340K | Sell |
7,503
-244,977
| -97% | -$11.3M | 0.03% | 163 |
|
|
2020
Q4 | $12.1M | Buy |
252,480
+244,890
| +3,226% | +$11.9M | 1.48% | 12 |
|
|
2020
Q3 | $354K | Sell |
7,590
-3,102
| -29% | -$138K | 0.07% | 129 |
|
|
2020
Q2 | $427K | Sell |
10,692
-4,173
| -28% | -$172K | 0.09% | 116 |
|
|
2020
Q1 | $563K | Buy |
14,865
+2,586
| +21% | +$99.5K | 0.15% | 98 |
|
|
2019
Q4 | $486K | Buy |
12,279
+189
| +2% | +$7.5K | 0.1% | 114 |
|
|
2019
Q3 | $478K | Buy |
12,090
+300
| +3% | +$11.3K | 0.1% | 114 |
|
|
2019
Q2 | $434K | Sell |
11,790
-138
| -1% | -$4.76K | 0.08% | 121 |
|
|
2019
Q1 | $388K | Sell |
11,928
-244,500
| -95% | -$7.93M | 0.08% | 122 |
|
|
2018
Q4 | $7.96M | Hold |
256,428
| – | – | 1.19% | 23 |
|
|
2018
Q3 | $8.03M | Sell |
256,428
-1,566
| -0.6% | -$47.9K | 1.03% | 32 |
|
|
2018
Q2 | $7.37M | Buy |
257,994
+804
| +0.3% | +$22.9K | 1% | 34 |
|
|
2018
Q1 | $7.63M | Hold |
257,190
| – | – | 1.05% | 32 |
|
|
2017
Q4 | $8.47M | Hold |
257,190
| – | – | 1.12% | 27 |
|
|
2017
Q3 | $6.7M | Sell |
257,190
-4,887
| -2% | -$128K | 0.92% | 42 |
|
|
2017
Q2 | $6.61M | Sell |
262,077
-213
| -0.1% | -$5.41K | 0.94% | 40 |
|
|
2017
Q1 | $6.3M | Sell |
262,290
-37,500
| -13% | -$863K | 0.9% | 40 |
|
|
2016
Q4 | $6.91M | Sell |
299,790
-75
| -0% | -$1.75K | 1.01% | 31 |
|
|
2016
Q3 | $7.21M | Sell |
299,865
-9,750
| -3% | -$237K | 1.08% | 26 |
|
|
2016
Q2 | $7.54M | Sell |
309,615
-1,350
| -0.4% | -$31.2K | 1.12% | 23 |
|
|
2016
Q1 | $7.1M | Sell |
310,965
-4,500
| -1% | -$98.7K | 1.04% | 28 |
|
|
2015
Q4 | $6.45M | Hold |
315,465
| – | – | 0.94% | 33 |
|
|
2015
Q3 | $6.82M | Sell |
315,465
-15,345
| -5% | -$352K | 1% | 33 |
|
|
2015
Q2 | $7.82M | Sell |
330,810
-756
| -0.2% | -$19.3K | 1.05% | 32 |
|
|
2015
Q1 | $9.09M | Sell |
331,566
-7,125
| -2% | -$202K | 1.19% | 30 |
|
|
2014
Q4 | $9.7M | Sell |
338,691
-774
| -0.2% | -$20.9K | 1.17% | 32 |
|
|
2014
Q3 | $8.65M | Sell |
339,465
-4,500
| -1% | -$114K | 1.12% | 32 |
|
|
2014
Q2 | $8.61M | Sell |
343,965
-12,000
| -3% | -$308K | 1.11% | 32 |
|
|
2014
Q1 | $9.07M | Sell |
355,965
-300
| -0.1% | -$7.53K | 1.19% | 32 |
|
|
2013
Q4 | $9.35M | Hold |
356,265
| – | – | 1.22% | 31 |
|
|
2013
Q3 | $8.78M | Buy |
356,265
+5,145
| +1% | +$130K | 1.22% | 32 |
|
|
2013
Q2 | $8.72M | Buy |
+351,120
| New | +$9M | 1.25% | 30 |
|
Other funds holding WMT
VCM
VPM
Osborne Partners Capital Management's WMT Position: Q1 2026 in Review
Osborne Partners Capital Management reduced its Walmart Inc (WMT) stake by 8% in Q1 2026, selling an estimated $1.32M and leaving 123,089 shares worth $15.3M. The position accounts for 0.81% of the portfolio, ranked #35.
Osborne Partners Capital Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.5M in Q3 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Osborne Partners Capital Management held 123,089 shares of Walmart Inc worth $15.3M as of Q1 2026.
- Osborne Partners Capital Management sold 10,732 Walmart Inc shares in Q1 2026, an estimated $1.32M.
- Walmart Inc made up 0.81% of Osborne Partners Capital Management's portfolio in Q1 2026, its #35 holding.
- Osborne Partners Capital Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
- Osborne Partners Capital Management's Walmart Inc position peaked at $15.5M in Q3 2025.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.