Saratoga Research & Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
174,900
-227,831
| -57% | -$22.3M | 0.92% | 27 |
|
|
2025
Q1 | $35.4M | Sell |
402,731
-65,587
| -14% | -$5.76M | 1.87% | 22 |
|
|
2024
Q4 | $42.3M | Sell |
468,318
-21,025
| -4% | -$1.9M | 2.13% | 20 |
|
|
2024
Q3 | $39.5M | Sell |
489,343
-261,580
| -35% | -$21.1M | 1.73% | 21 |
|
|
2024
Q2 | $50.8M | Sell |
750,923
-33,824
| -4% | -$2.29M | 2.31% | 18 |
|
|
2024
Q1 | $47.2M | Sell |
784,747
-36,236
| -4% | -$2.18M | 2.15% | 19 |
|
|
2023
Q4 | $43.1M | Sell |
820,983
-78,090
| -9% | -$4.1M | 1.99% | 21 |
|
|
2023
Q3 | $47.9M | Sell |
899,073
-90,099
| -9% | -$4.8M | 2.34% | 21 |
|
|
2023
Q2 | $51.8M | Sell |
989,172
-3,036
| -0.3% | -$159K | 2.39% | 21 |
|
|
2023
Q1 | $48.8M | Sell |
992,208
-2,199
| -0.2% | -$108K | 2.32% | 22 |
|
|
2022
Q4 | $47M | Sell |
994,407
-33,801
| -3% | -$1.6M | 2.32% | 24 |
|
|
2022
Q3 | $44.5M | Sell |
1,028,208
-5,100
| -0.5% | -$220K | 2.35% | 22 |
|
|
2022
Q2 | $41.9M | Buy |
1,033,308
+300,549
| +41% | +$12.2M | 2.07% | 25 |
|
|
2022
Q1 | $36.4M | Sell |
732,759
-6,060
| -0.8% | -$301K | 1.58% | 27 |
|
|
2021
Q4 | $35.6M | Sell |
738,819
-7,206
| -1% | -$348K | 1.52% | 29 |
|
|
2021
Q3 | $34.7M | Sell |
746,025
-25,911
| -3% | -$1.2M | 1.6% | 29 |
|
|
2021
Q2 | $36.3M | Sell |
771,936
-16,953
| -2% | -$797K | 1.71% | 28 |
|
|
2021
Q1 | $35.7M | Sell |
788,889
-40,425
| -5% | -$1.83M | 1.81% | 25 |
|
|
2020
Q4 | $39.8M | Sell |
829,314
-92,685
| -10% | -$4.45M | 2.14% | 23 |
|
|
2020
Q3 | $43M | Sell |
921,999
-45,327
| -5% | -$2.11M | 2.58% | 19 |
|
|
2020
Q2 | $38.6M | Sell |
967,326
-639
| -0.1% | -$25.5K | 2.44% | 22 |
|
|
2020
Q1 | $36.7M | Sell |
967,965
-756,111
| -44% | -$28.6M | 2.54% | 19 |
|
|
2019
Q4 | $68.3M | Sell |
1,724,076
-108,291
| -6% | -$4.29M | 4.1% | 11 |
|
|
2019
Q3 | $72.5M | Sell |
1,832,367
-89,196
| -5% | -$3.53M | 4.68% | 9 |
|
|
2019
Q2 | $70.8M | Sell |
1,921,563
-29,514
| -2% | -$1.09M | 4.45% | 9 |
|
|
2019
Q1 | $63.4M | Buy |
1,951,077
+41,565
| +2% | +$1.35M | 4.33% | 9 |
|
|
2018
Q4 | $59.3M | Sell |
1,909,512
-88,944
| -4% | -$2.76M | 4.7% | 8 |
|
|
2018
Q3 | $62.6M | Sell |
1,998,456
-72,939
| -4% | -$2.28M | 4.22% | 10 |
|
|
2018
Q2 | $59.1M | Sell |
2,071,395
-55,737
| -3% | -$1.59M | 4.25% | 10 |
|
|
2018
Q1 | $63.1M | Sell |
2,127,132
-547,338
| -20% | -$16.2M | 4.61% | 10 |
|
|
2017
Q4 | $88M | Sell |
2,674,470
-44,124
| -2% | -$1.45M | 6.16% | 2 |
|
|
2017
Q3 | $70.8M | Sell |
2,718,594
-37,080
| -1% | -$966K | 5.41% | 7 |
|
|
2017
Q2 | $69.5M | Buy |
2,755,674
+70,371
| +3% | +$1.78M | 5.53% | 5 |
|
|
2017
Q1 | $64.5M | Buy |
2,685,303
+70,923
| +3% | +$1.7M | 5.36% | 5 |
|
|
2016
Q4 | $60.2M | Sell |
2,614,380
-71,799
| -3% | -$1.65M | 5.45% | 5 |
|
|
2016
Q3 | $64.6M | Buy |
2,686,179
+33,168
| +1% | +$797K | 5.53% | 3 |
|
|
2016
Q2 | $64.6M | Buy |
2,653,011
+18,789
| +0.7% | +$457K | 5.79% | 1 |
|
|
2016
Q1 | $60.1M | Buy |
2,634,222
+89,793
| +4% | +$2.05M | 5.29% | 4 |
|
|
2015
Q4 | $52M | Buy |
2,544,429
+633,957
| +33% | +$13M | 5.04% | 3 |
|
|
2015
Q3 | $41.3M | Buy |
1,910,472
+167,838
| +10% | +$3.63M | 4.14% | 5 |
|
|
2015
Q2 | $41.2M | Buy |
1,742,634
+24,630
| +1% | +$582K | 3.92% | 8 |
|
|
2015
Q1 | $47.1M | Buy |
1,718,004
+21,600
| +1% | +$592K | 4.39% | 8 |
|
|
2014
Q4 | $48.6M | Sell |
1,696,404
-8,598
| -0.5% | -$246K | 4.5% | 6 |
|
|
2014
Q3 | $43.5M | Buy |
1,705,002
+41,235
| +2% | +$1.05M | 4.3% | 7 |
|
|
2014
Q2 | $41.6M | Buy |
1,663,767
+47,973
| +3% | +$1.2M | 4.14% | 9 |
|
|
2014
Q1 | $41.2M | Buy |
1,615,794
+70,233
| +5% | +$1.79M | 4.19% | 7 |
|
|
2013
Q4 | $40.5M | Buy |
1,545,561
+79,299
| +5% | +$2.08M | 4.32% | 7 |
|
|
2013
Q3 | $36.1M | Buy |
1,466,262
+7,821
| +0.5% | +$193K | 4.25% | 8 |
|
|
2013
Q2 | $36.2M | Buy |
+1,458,441
| New | +$36.2M | 4.26% | 6 |
|