Plimoth Trust’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 | $9.08M | Sell |
73,044
-3,103
| -4% | -$381K | 2.03% | 8 |
|
|
2025
Q4 | $8.48M | Buy |
76,147
+52
| +0.1% | +$5.58K | 1.89% | 8 |
|
|
2025
Q3 | $7.84M | Sell |
76,095
-1,363
| -2% | -$136K | 1.78% | 7 |
|
|
2025
Q2 | $7.57M | Sell |
77,458
-89
| -0.1% | -$8.48K | 1.82% | 7 |
|
|
2025
Q1 | $6.81M | Sell |
77,547
-12,119
| -14% | -$1.14M | 1.77% | 10 |
|
|
2024
Q4 | $8.1M | Sell |
89,666
-1,141
| -1% | -$99K | 2.08% | 7 |
|
|
2024
Q3 | $7.33M | Sell |
90,807
-8,741
| -9% | -$642K | 1.85% | 8 |
|
|
2024
Q2 | $6.74M | Sell |
99,548
-1,912
| -2% | -$120K | 1.8% | 10 |
|
|
2024
Q1 | $6.1M | Sell |
101,460
-1,506
| -1% | -$86.2K | 1.63% | 14 |
|
|
2023
Q4 | $5.41M | Sell |
102,966
-744
| -0.7% | -$39.4K | 1.56% | 16 |
|
|
2023
Q3 | $5.53M | Buy |
103,710
+696
| +0.7% | +$37K | 1.73% | 11 |
|
|
2023
Q2 | $5.4M | Hold |
103,014
| – | – | 1.61% | 13 |
|
|
2023
Q1 | $5.06M | Sell |
103,014
-1,752
| -2% | -$83.2K | 1.57% | 14 |
|
|
2022
Q4 | $4.95M | Sell |
104,766
-2,430
| -2% | -$115K | 1.6% | 13 |
|
|
2022
Q3 | $4.63M | Sell |
107,196
-651
| -0.6% | -$28.5K | 1.6% | 12 |
|
|
2022
Q2 | $4.37M | Sell |
107,847
-1,125
| -1% | -$51.9K | 1.38% | 17 |
|
|
2022
Q1 | $5.41M | Sell |
108,972
-21
| -0% | -$986 | 1.44% | 15 |
|
|
2021
Q4 | $5.26M | Buy |
108,993
+1,275
| +1% | +$60.9K | 1.33% | 17 |
|
|
2021
Q3 | $5M | Buy |
107,718
+3,483
| +3% | +$168K | 1.42% | 15 |
|
|
2021
Q2 | $4.9M | Buy |
104,235
+4,935
| +5% | +$230K | 1.38% | 18 |
|
|
2021
Q1 | $4.5M | Buy |
99,300
+12,264
| +14% | +$568K | 1.33% | 17 |
|
|
2020
Q4 | $4.18M | Buy |
87,036
+1,050
| +1% | +$51K | 1.31% | 18 |
|
|
2020
Q3 | $4.01M | Buy |
85,986
+2,406
| +3% | +$107K | 1.34% | 18 |
|
|
2020
Q2 | $3.34M | Buy |
83,580
+13,020
| +18% | +$536K | 1.19% | 21 |
|
|
2020
Q1 | $2.67M | Sell |
70,560
-12,804
| -15% | -$493K | 1.12% | 21 |
|
|
2019
Q4 | $3.3M | Buy |
83,364
+195
| +0.2% | +$7.74K | 1.07% | 23 |
|
|
2019
Q3 | $3.29M | Sell |
83,169
-438
| -0.5% | -$16.5K | 1.08% | 21 |
|
|
2019
Q2 | $3.08M | Buy |
83,607
+6,849
| +9% | +$236K | 1.01% | 25 |
|
|
2019
Q1 | $2.5M | Sell |
76,758
-11,700
| -13% | -$379K | 0.83% | 34 |
|
|
2018
Q4 | $2.75M | Sell |
88,458
-3,141
| -3% | -$101K | 1.01% | 26 |
|
|
2018
Q3 | $2.87M | Sell |
91,599
-6,225
| -6% | -$190K | 0.93% | 28 |
|
|
2018
Q2 | $2.79M | Sell |
97,824
-5,772
| -6% | -$164K | 0.96% | 27 |
|
|
2018
Q1 | $3.07M | Buy |
103,596
+26,913
| +35% | +$866K | 1.06% | 26 |
|
|
2017
Q4 | $2.52M | Buy |
+76,683
| New | +$2.35M | 0.9% | 32 |
|
Other funds holding WMT
VCM
VPM
Plimoth Trust's WMT Position: Q1 2026 in Review
Plimoth Trust reduced its Walmart Inc (WMT) stake by 4.1% in Q1 2026, selling an estimated $381K and leaving 73,044 shares worth $9.08M. The position accounts for 2.03% of the portfolio, ranked #8.
Plimoth Trust first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Plimoth Trust held 73,044 shares of Walmart Inc worth $9.08M as of Q1 2026.
- Plimoth Trust sold 3,103 Walmart Inc shares in Q1 2026, an estimated $381K.
- Walmart Inc made up 2.03% of Plimoth Trust's portfolio in Q1 2026, its #8 holding.
- Plimoth Trust first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
- 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.