Rational 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.09M | Sell |
27,294
-41,599
| -60% | -$5.16M | 0.28% | 59 |
|
|
2026
Q1 | $8.09M | Buy |
68,893
+32,387
| +89% | +$3.98M | 0.83% | 31 |
|
|
2025
Q4 | $4.07M | Sell |
36,506
-10,685
| -23% | -$1.15M | 0.42% | 46 |
|
|
2025
Q3 | $4.86M | Buy |
47,191
+2,502
| +6% | +$249K | 0.48% | 43 |
|
|
2025
Q2 | $4.37M | Buy |
44,689
+1,778
| +4% | +$169K | 0.43% | 42 |
|
|
2025
Q1 | $3.77M | Sell |
42,911
-16,987
| -28% | -$1.59M | 0.38% | 44 |
|
|
2024
Q4 | $5.41M | Buy |
59,898
+1,943
| +3% | +$169K | 0.53% | 38 |
|
|
2024
Q3 | $4.68M | Buy |
57,955
+52,415
| +946% | +$3.85M | 0.45% | 34 |
|
|
2024
Q2 | $375K | Buy |
5,540
+2,895
| +109% | +$182K | 0.04% | 91 |
|
|
2024
Q1 | $159K | Sell |
2,645
-781
| -23% | -$44.7K | 0.01% | 109 |
|
|
2023
Q4 | $180K | Sell |
3,426
-4,734
| -58% | -$250K | 0.02% | 100 |
|
|
2023
Q3 | $435K | Buy |
8,160
+4,143
| +103% | +$220K | 0.04% | 86 |
|
|
2023
Q2 | $210K | Buy |
+4,017
| New | +$203K | 0.02% | 128 |
|
|
2023
Q1 | – | Sell |
-21,033
| Closed | -$994K | – | 303 |
|
|
2022
Q4 | $994K | Sell |
21,033
-7,077
| -25% | -$336K | 0.08% | 73 |
|
|
2022
Q3 | $1.22M | Buy |
28,110
+1,662
| +6% | +$72.8K | 0.1% | 70 |
|
|
2022
Q2 | $1.07M | Buy |
+26,448
| New | +$1.22M | 0.08% | 78 |
|
|
2021
Q1 | – | Sell |
-2,031
| Closed | -$98K | – | 247 |
|
|
2020
Q4 | $98K | Buy |
2,031
+1,773
| +687% | +$86.1K | 0.03% | 175 |
|
|
2020
Q3 | $12K | Sell |
258
-34,074
| -99% | -$1.51M | 0.01% | 271 |
|
|
2020
Q2 | $1.37M | Buy |
+34,332
| New | +$1.41M | 0.71% | 40 |
|
|
2020
Q1 | – | Sell |
-3,282
| Closed | -$130K | – | 525 |
|
|
2019
Q4 | $130K | Buy |
3,282
+2,769
| +540% | +$110K | 0.06% | 251 |
|
|
2019
Q3 | $20K | Sell |
513
-303
| -37% | -$11.4K | 0.01% | 455 |
|
|
2019
Q2 | $30K | Sell |
816
-3,993
| -83% | -$138K | 0.01% | 393 |
|
|
2019
Q1 | $156K | Sell |
4,809
-15,960
| -77% | -$517K | 0.04% | 223 |
|
|
2018
Q4 | $645K | Buy |
20,769
+19,284
| +1,299% | +$618K | 0.2% | 102 |
|
|
2018
Q3 | $46K | Buy |
1,485
+300
| +25% | +$9.18K | 0.01% | 295 |
|
|
2018
Q2 | $34K | Sell |
1,185
-1,770
| -60% | -$50.3K | 0.02% | 291 |
|
|
2018
Q1 | $88K | Sell |
2,955
-7,122
| -71% | -$229K | 0.04% | 259 |
|
|
2017
Q4 | $332K | Sell |
10,077
-66,948
| -87% | -$2.05M | 0.17% | 161 |
|
|
2017
Q3 | $2.01M | Buy |
77,025
+1,200
| +2% | +$31.5K | 1.07% | 14 |
|
|
2017
Q2 | $1.91M | Sell |
75,825
-17,925
| -19% | -$455K | 1.19% | 22 |
|
|
2017
Q1 | $2.25M | Buy |
93,750
+43,500
| +87% | +$1M | 1.48% | 7 |
|
|
2016
Q4 | $1.16M | Sell |
50,250
-43,500
| -46% | -$1.02M | 1.1% | 46 |
|
|
2016
Q3 | $2.25M | Buy |
+93,750
| New | +$2.27M | 1.48% | 6 |
|
|
2015
Q3 | $1.84M | Hold |
84,972
| – | – | 0.74% | 57 |
|
|
2015
Q2 | $2.01M | Hold |
84,972
| – | – | 0.65% | 59 |
|
|
2015
Q1 | $2.33M | Buy |
84,972
+57,852
| +213% | +$1.64M | 0.56% | 60 |
|
|
2014
Q4 | $776K | Buy |
+27,120
| New | +$733K | 0.15% | 154 |
|
|
2013
Q4 | $3.13M | Buy |
119,430
+11,838
| +11% | +$306K | 0.27% | 125 |
|
|
2013
Q3 | $2.65M | Hold |
107,592
| – | – | 0.2% | 158 |
|
|
2013
Q2 | $2.67M | Buy |
+107,592
| New | +$2.76M | 0.22% | 148 |
|
Other funds holding WMT
Rational Advisors's WMT Position: Q2 2026 in Review
Rational Advisors reduced its Walmart Inc (WMT) stake by 60% in Q2 2026, selling an estimated $5.16M and leaving 27,294 shares worth $3.09M. The position accounts for 0.28% of the portfolio, ranked #59.
Rational Advisors first reported a position in WMT in Q2 2013 and has held it in 40 quarters since. The position peaked at $8.09M in Q1 2026. 2,139 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Rational Advisors held 27,294 shares of Walmart Inc worth $3.09M as of Q2 2026.
- Rational Advisors sold 41,599 Walmart Inc shares in Q2 2026, an estimated $5.16M.
- Walmart Inc made up 0.28% of Rational Advisors's portfolio in Q2 2026, its #59 holding.
- Rational Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 40 quarters since.
- Rational Advisors's Walmart Inc position peaked at $8.09M in Q1 2026.
- 2,139 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.