Pacific Global Investment 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
2025
Q1
$469K Sell
5,343
-4,864
-48% -$456K 0.66% 41
2024
Q4
$922K Sell
10,207
-159,813
-94% -$13.9M 1.19% 35
2024
Q3
$13.7M Sell
170,020
-349
-0.2% -$25.6K 2.48% 7
2024
Q2
$11.5M Sell
170,369
-588
-0.3% -$37K 2.19% 7
2024
Q1
$10.3M Buy
170,957
+12,797
+8% +$732K 1.97% 9
2023
Q4
$8.31M Sell
158,160
-2,808
-2% -$149K 1.69% 12
2023
Q3
$8.58M Buy
160,968
+2,193
+1% +$117K 1.89% 9
2023
Q2
$8.32M Sell
158,775
-378
-0.2% -$19.1K 1.72% 10
2023
Q1
$7.82M Sell
159,153
-5,094
-3% -$242K 1.71% 9
2022
Q4
$7.76M Sell
164,247
-222
-0.1% -$10.5K 1.72% 12
2022
Q3
$7.11M Buy
164,469
+819
+0.5% +$35.9K 1.73% 11
2022
Q2
$6.63M Sell
163,650
-4,815
-3% -$222K 1.56% 14
2022
Q1
$8.36M Buy
168,465
+4,242
+3% +$199K 1.64% 11
2021
Q4
$7.92M Sell
164,223
-6,444
-4% -$308K 1.46% 15
2021
Q3
$7.93M Sell
170,667
-2,085
-1% -$100K 1.6% 14
2021
Q2
$8.12M Sell
172,752
-1,068
-0.6% -$49.7K 1.61% 13
2021
Q1
$7.87M Buy
173,820
+4,179
+2% +$194K 1.64% 14
2020
Q4
$8.15M Buy
169,641
+2,514
+2% +$122K 1.78% 12
2020
Q3
$7.79M Sell
167,127
-4,056
-2% -$180K 2.02% 10
2020
Q2
$6.83M Sell
171,183
-8,598
-5% -$354K 1.92% 11
2020
Q1
$6.81M Sell
179,781
-20,622
-10% -$793K 2.16% 11
2019
Q4
$7.94M Sell
200,403
-186
-0.1% -$7.39K 1.72% 13
2019
Q3
$7.93M Buy
200,589
+1,467
+0.7% +$55.4K 1.85% 12
2019
Q2
$7.33M Sell
199,122
-2,346
-1% -$80.8K 1.71% 11
2019
Q1
$6.55M Sell
201,468
-771
-0.4% -$25K 1.45% 17
2018
Q4
$6.28M Sell
202,239
-3,978
-2% -$128K 1.57% 14
2018
Q3
$6.46M Sell
206,217
-2,454
-1% -$75.1K 1.32% 18
2018
Q2
$5.96M Sell
208,671
-819
-0.4% -$23.3K 1.3% 17
2018
Q1
$6.21M Sell
209,490
-4,980
-2% -$160K 1.4% 17
2017
Q4
$7.06M Buy
214,470
+1,869
+0.9% +$57.2K 1.53% 15
2017
Q3
$5.54M Sell
212,601
-3,102
-1% -$81.4K 1.25% 21
2017
Q2
$5.44M Buy
215,703
+1,410
+0.7% +$35.8K 1.25% 20
2017
Q1
$5.15M Sell
214,293
-801
-0.4% -$18.4K 1.02% 31
2016
Q4
$4.96M Sell
215,094
-3,954
-2% -$92.3K 1.01% 34
2016
Q3
$5.27M Buy
219,048
+2,667
+1% +$64.7K 1.17% 30
2016
Q2
$5.27M Buy
216,381
+1,077
+0.5% +$24.9K 1.22% 25
2016
Q1
$4.92M Sell
215,304
-12,195
-5% -$267K 1.1% 31
2015
Q4
$4.65M Sell
227,499
-4,449
-2% -$89.3K 1.05% 31
2015
Q3
$5.01M Sell
231,948
-3,219
-1% -$73.8K 1.12% 28
2015
Q2
$5.56M Sell
235,167
-8,679
-4% -$221K 1.05% 31
2015
Q1
$6.68M Sell
243,846
-1,074
-0.4% -$30.5K 1.25% 25
2014
Q4
$7.01M Buy
244,920
+738
+0.3% +$19.9K 1.23% 27
2014
Q3
$6.22M Sell
244,182
-13,362
-5% -$337K 1.02% 29
2014
Q2
$6.45M Sell
257,544
-5,328
-2% -$137K 0.95% 28
2014
Q1
$6.7M Buy
262,872
+12,675
+5% +$318K 1.05% 29
2013
Q4
$6.56M Buy
250,197
+3,990
+2% +$103K 1.08% 28
2013
Q3
$6.07M Buy
246,207
+606
+0.2% +$15.3K 1.18% 26
2013
Q2
$6.1M Buy
+245,601
New +$6.29M 1.14% 26

Other funds holding WMT

Pacific Global Investment Management's WMT Position: Q1 2025 in Review

Pacific Global Investment Management reduced its Walmart Inc (WMT) stake by 48% in Q1 2025, selling an estimated $456K and leaving 5,343 shares worth $469K. The position accounts for 0.66% of the portfolio, ranked #41.

Pacific Global Investment Management first reported a position in WMT in Q2 2013 and has held it in 48 quarters since. The position peaked at $13.7M in Q3 2024. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Pacific Global Investment Management held 5,343 shares of Walmart Inc worth $469K as of Q1 2025.
  • Pacific Global Investment Management sold 4,864 Walmart Inc shares in Q1 2025, an estimated $456K.
  • Walmart Inc made up 0.66% of Pacific Global Investment Management's portfolio in Q1 2025, its #41 holding.
  • Pacific Global Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 48 quarters since.
  • Pacific Global Investment Management's Walmart Inc position peaked at $13.7M in Q3 2024.
  • 3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Pacific Global Investment Management's 13F filing for Q1 2025, filed 24 Apr 2025.