REDW Wealth’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 | $814K | Buy |
6,553
+41
| +0.6% | +$5.03K | 0.32% | 52 |
|
|
2025
Q4 | $726K | Sell |
6,512
-626
| -9% | -$67.2K | 0.28% | 57 |
|
|
2025
Q3 | $736K | Sell |
7,138
-68
| -0.9% | -$6.77K | 0.28% | 54 |
|
|
2025
Q2 | $705K | Buy |
7,206
+79
| +1% | +$7.53K | 0.28% | 52 |
|
|
2025
Q1 | $626K | Sell |
7,127
-177
| -2% | -$16.6K | 0.23% | 52 |
|
|
2024
Q4 | $660K | Sell |
7,304
-4,164
| -36% | -$361K | 0.23% | 55 |
|
|
2024
Q3 | $926K | Sell |
11,468
-3,138
| -21% | -$230K | 0.24% | 62 |
|
|
2024
Q2 | $989K | Sell |
14,606
-220
| -1% | -$13.9K | 0.26% | 55 |
|
|
2024
Q1 | $892K | Sell |
14,826
-1,413
| -9% | -$80.8K | 0.24% | 56 |
|
|
2023
Q4 | $853K | Sell |
16,239
-207
| -1% | -$11K | 0.24% | 57 |
|
|
2023
Q3 | $877K | Hold |
16,446
| – | – | 0.27% | 51 |
|
|
2023
Q2 | $862K | Sell |
16,446
-6,318
| -28% | -$319K | 0.26% | 52 |
|
|
2023
Q1 | $1.12M | Buy |
22,764
+2,226
| +11% | +$106K | 0.36% | 41 |
|
|
2022
Q4 | $971K | Sell |
20,538
-3,498
| -15% | -$166K | 0.34% | 39 |
|
|
2022
Q3 | $1.04M | Buy |
24,036
+6,840
| +40% | +$300K | 0.4% | 35 |
|
|
2022
Q2 | $697K | Buy |
17,196
+1,557
| +10% | +$71.8K | 0.26% | 48 |
|
|
2022
Q1 | $776K | Sell |
15,639
-2,100
| -12% | -$98.6K | 0.23% | 45 |
|
|
2021
Q4 | $856K | Sell |
17,739
-1,056
| -6% | -$50.4K | 0.25% | 40 |
|
|
2021
Q3 | $873K | Sell |
18,795
-603
| -3% | -$29.1K | 0.28% | 39 |
|
|
2021
Q2 | $912K | Sell |
19,398
-636
| -3% | -$29.6K | 0.29% | 36 |
|
|
2021
Q1 | $907K | Hold |
20,034
| – | – | 0.3% | 34 |
|
|
2020
Q4 | $963K | Sell |
20,034
-300
| -1% | -$14.6K | 0.36% | 28 |
|
|
2020
Q3 | $948K | Buy |
20,334
+1,449
| +8% | +$64.4K | 0.4% | 26 |
|
|
2020
Q2 | $754K | Buy |
18,885
+54
| +0.3% | +$2.22K | 0.37% | 28 |
|
|
2020
Q1 | $713K | Sell |
18,831
-873
| -4% | -$33.6K | 0.45% | 26 |
|
|
2019
Q4 | $781K | Sell |
19,704
-1,059
| -5% | -$42.1K | 0.44% | 26 |
|
|
2019
Q3 | $821K | Buy |
20,763
+6,207
| +43% | +$234K | 0.48% | 26 |
|
|
2019
Q2 | $536K | Hold |
14,556
| – | – | 0.32% | 33 |
|
|
2019
Q1 | $473K | Hold |
14,556
| – | – | 0.29% | 34 |
|
|
2018
Q4 | $452K | Hold |
14,556
| – | – | 0.31% | 32 |
|
|
2018
Q3 | $456K | Hold |
14,556
| – | – | 0.3% | 38 |
|
|
2018
Q2 | $416K | Hold |
14,556
| – | – | 0.3% | 40 |
|
|
2018
Q1 | $432K | Hold |
14,556
| – | – | 0.32% | 40 |
|
|
2017
Q4 | $479K | Hold |
14,556
| – | – | 0.37% | 35 |
|
|
2017
Q3 | $379K | Sell |
14,556
-738
| -5% | -$19.4K | 0.31% | 41 |
|
|
2017
Q2 | $386K | Hold |
15,294
| – | – | 0.38% | 39 |
|
|
2017
Q1 | $367K | Hold |
15,294
| – | – | 0.37% | 41 |
|
|
2016
Q4 | $352K | Buy |
+15,294
| New | +$357K | 0.4% | 42 |
|
Other funds holding WMT
VCM
VPM
REDW Wealth's WMT Position: Q1 2026 in Review
REDW Wealth increased its Walmart Inc (WMT) stake by 0.63% in Q1 2026, buying an estimated $5.03K and bringing the position to 6,553 shares worth $814K. The position accounts for 0.32% of the portfolio, ranked #52.
REDW Wealth first reported a position in WMT in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.12M in Q1 2023. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- REDW Wealth held 6,553 shares of Walmart Inc worth $814K as of Q1 2026.
- REDW Wealth bought 41 Walmart Inc shares in Q1 2026, an estimated $5.03K.
- Walmart Inc made up 0.32% of REDW Wealth's portfolio in Q1 2026, its #52 holding.
- REDW Wealth first reported a position in Walmart Inc in Q4 2016 and has held it in 38 quarters since.
- REDW Wealth's Walmart Inc position peaked at $1.12M in Q1 2023.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.