Sather Financial Group’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 | $478K | Buy |
4,220
+348
| +9% | +$43.2K | 0.03% | 69 |
|
|
2026
Q1 | $481K | Buy |
3,872
+1,409
| +57% | +$173K | 0.03% | 64 |
|
|
2025
Q4 | $274K | Buy |
2,463
+174
| +8% | +$18.7K | 0.01% | 89 |
|
|
2025
Q3 | $236K | Buy |
+2,289
| New | +$228K | 0.01% | 95 |
|
|
2024
Q1 | – | Sell |
-279,237
| Closed | -$14.7M | – | 104 |
|
|
2023
Q4 | $14.7M | Buy |
279,237
+6
| +0% | +$317 | 1.09% | 26 |
|
|
2023
Q3 | $14.9M | Buy |
279,231
+126
| +0% | +$6.71K | 1.24% | 25 |
|
|
2023
Q2 | $14.6M | Hold |
279,105
| – | – | 1.17% | 26 |
|
|
2023
Q1 | $13.7M | Hold |
279,105
| – | – | 1.19% | 26 |
|
|
2022
Q4 | $13.2M | Buy |
+279,105
| New | +$13.3M | 1.08% | 29 |
|
|
2020
Q2 | – | Sell |
-7,683
| Closed | -$290K | – | 57 |
|
|
2020
Q1 | $290K | Sell |
7,683
-1,098
| -13% | -$42.2K | 0.06% | 47 |
|
|
2019
Q4 | $347K | Buy |
+8,781
| New | +$349K | 0.05% | 60 |
|
|
2017
Q3 | – | Sell |
-371,334
| Closed | -$9.37M | – | 72 |
|
|
2017
Q2 | $9.37M | Sell |
371,334
-13,026
| -3% | -$331K | 2.7% | 16 |
|
|
2017
Q1 | $9.23M | Sell |
384,360
-2,610
| -0.7% | -$60.1K | 2.88% | 15 |
|
|
2016
Q4 | $8.92M | Sell |
386,970
-5,100
| -1% | -$119K | 3.08% | 12 |
|
|
2016
Q3 | $9.43M | Sell |
392,070
-105,675
| -21% | -$2.56M | 3.6% | 7 |
|
|
2016
Q2 | $12.1M | Buy |
497,745
+1,506
| +0.3% | +$34.9K | 4.71% | 3 |
|
|
2016
Q1 | $11.3M | Buy |
496,239
+10,020
| +2% | +$220K | 4.56% | 4 |
|
|
2015
Q4 | $9.94M | Buy |
486,219
+152,781
| +46% | +$3.07M | 4.17% | 4 |
|
|
2015
Q3 | $7.21M | Buy |
333,438
+34,479
| +12% | +$791K | 2.93% | 9 |
|
|
2015
Q2 | $7.07M | Buy |
298,959
+131,256
| +78% | +$3.35M | 2.99% | 11 |
|
|
2015
Q1 | $4.61M | Buy |
167,703
+19,500
| +13% | +$553K | 2.01% | 28 |
|
|
2014
Q4 | $4.24M | Buy |
148,203
+1,950
| +1% | +$52.7K | 1.92% | 27 |
|
|
2014
Q3 | $3.73M | Buy |
146,253
+3,225
| +2% | +$81.4K | 1.69% | 31 |
|
|
2014
Q2 | $3.58M | Buy |
143,028
+5,670
| +4% | +$146K | 1.86% | 29 |
|
|
2014
Q1 | $3.5M | Buy |
137,358
+900
| +0.7% | +$22.6K | 2.21% | 22 |
|
|
2013
Q4 | $3.58M | Sell |
136,458
-1,890
| -1% | -$48.8K | 2.38% | 20 |
|
|
2013
Q3 | $3.41M | Buy |
138,348
+7,200
| +5% | +$182K | 2.45% | 19 |
|
|
2013
Q2 | $3.26M | Buy |
+131,148
| New | +$3.36M | 2.69% | 18 |
|
Other funds holding WMT
Sather Financial Group's WMT Position: Q2 2026 in Review
Sather Financial Group increased its Walmart Inc (WMT) stake by 9% in Q2 2026, buying an estimated $43.2K and bringing the position to 4,220 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #69.
Sather Financial Group first reported a position in WMT in Q2 2013 and has held it in 28 quarters since. The position peaked at $14.9M in Q3 2023. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Sather Financial Group held 4,220 shares of Walmart Inc worth $478K as of Q2 2026.
- Sather Financial Group bought 348 Walmart Inc shares in Q2 2026, an estimated $43.2K.
- Walmart Inc made up 0.03% of Sather Financial Group's portfolio in Q2 2026, its #69 holding.
- Sather Financial Group first reported a position in Walmart Inc in Q2 2013 and has held it in 28 quarters since.
- Sather Financial Group's Walmart Inc position peaked at $14.9M in Q3 2023.
- 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.