Ritholtz Wealth 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
Q2 | $27.9M | Sell |
246,087
-2,329
| -0.9% | -$289K | 0.42% | 31 |
|
|
2026
Q1 | $30.9M | Buy |
248,416
+7,086
| +3% | +$870K | 0.54% | 26 |
|
|
2025
Q4 | $26.9M | Buy |
241,330
+12,733
| +6% | +$1.37M | 0.49% | 27 |
|
|
2025
Q3 | $23.6M | Buy |
228,597
+8,639
| +4% | +$860K | 0.46% | 30 |
|
|
2025
Q2 | $21.5M | Buy |
219,958
+17,749
| +9% | +$1.69M | 0.47% | 30 |
|
|
2025
Q1 | $17.8M | Sell |
202,209
-2,129
| -1% | -$200K | 0.53% | 30 |
|
|
2024
Q4 | $18.5M | Buy |
204,338
+10,786
| +6% | +$936K | 0.54% | 29 |
|
|
2024
Q3 | $15.6M | Buy |
193,552
+3,833
| +2% | +$282K | 0.47% | 32 |
|
|
2024
Q2 | $12.8M | Buy |
189,719
+2,839
| +2% | +$179K | 0.42% | 34 |
|
|
2024
Q1 | $11.2M | Buy |
186,880
+5,455
| +3% | +$312K | 0.39% | 35 |
|
|
2023
Q4 | $9.53M | Buy |
181,425
+9,099
| +5% | +$481K | 0.37% | 35 |
|
|
2023
Q3 | $9.19M | Buy |
172,326
+7,563
| +5% | +$402K | 0.41% | 33 |
|
|
2023
Q2 | $8.63M | Buy |
164,763
+8,301
| +5% | +$419K | 0.39% | 32 |
|
|
2023
Q1 | $7.69M | Buy |
156,462
+16,995
| +12% | +$807K | 0.38% | 35 |
|
|
2022
Q4 | $6.59M | Buy |
139,467
+56,037
| +67% | +$2.66M | 0.37% | 38 |
|
|
2022
Q3 | $3.61M | Buy |
83,430
+62,082
| +291% | +$2.72M | 0.19% | 70 |
|
|
2022
Q2 | $865K | Sell |
21,348
-2,355
| -10% | -$109K | 0.05% | 210 |
|
|
2022
Q1 | $1.18M | Buy |
23,703
+12
| +0.1% | +$563 | 0.08% | 155 |
|
|
2021
Q4 | $1.14M | Sell |
23,691
-987
| -4% | -$47.1K | 0.07% | 146 |
|
|
2021
Q3 | $1.15M | Sell |
24,678
-2,199
| -8% | -$106K | 0.08% | 122 |
|
|
2021
Q2 | $1.26M | Buy |
26,877
+2,133
| +9% | +$99.4K | 0.09% | 106 |
|
|
2021
Q1 | $1.12M | Buy |
24,744
+13,422
| +119% | +$622K | 0.09% | 102 |
|
|
2020
Q4 | $544K | Buy |
11,322
+3,291
| +41% | +$160K | 0.05% | 152 |
|
|
2020
Q3 | $375K | Buy |
8,031
+2,505
| +45% | +$111K | 0.04% | 169 |
|
|
2020
Q2 | $221K | Buy |
5,526
+105
| +2% | +$4.32K | 0.03% | 227 |
|
|
2020
Q1 | $205K | Buy |
+5,421
| New | +$209K | 0.03% | 143 |
|
|
2018
Q3 | – | Sell |
-9,555
| Closed | -$273K | – | 120 |
|
|
2018
Q2 | $273K | Sell |
9,555
-2,565
| -21% | -$72.9K | 0.07% | 95 |
|
|
2018
Q1 | $359K | Buy |
12,120
+2,280
| +23% | +$73.3K | 0.1% | 73 |
|
|
2017
Q4 | $324K | Buy |
+9,840
| New | +$301K | 0.1% | 86 |
|
Other funds holding WMT
Ritholtz Wealth Management's WMT Position: Q2 2026 in Review
Ritholtz Wealth Management reduced its Walmart Inc (WMT) stake by 0.94% in Q2 2026, selling an estimated $289K and leaving 246,087 shares worth $27.9M. The position accounts for 0.42% of the portfolio, ranked #31.
Ritholtz Wealth Management first reported a position in WMT in Q4 2017 and has held it in 29 quarters since. The position peaked at $30.9M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Ritholtz Wealth Management held 246,087 shares of Walmart Inc worth $27.9M as of Q2 2026.
- Ritholtz Wealth Management sold 2,329 Walmart Inc shares in Q2 2026, an estimated $289K.
- Walmart Inc made up 0.42% of Ritholtz Wealth Management's portfolio in Q2 2026, its #31 holding.
- Ritholtz Wealth Management first reported a position in Walmart Inc in Q4 2017 and has held it in 29 quarters since.
- Ritholtz Wealth Management's Walmart Inc position peaked at $30.9M in Q1 2026.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.