Security National Bank of Sioux City Iowa’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 | $5.36M | Sell |
43,091
-7,908
| -16% | -$971K | 3.17% | 6 |
|
|
2025
Q4 | $5.68M | Sell |
50,999
-1,086
| -2% | -$117K | 3.65% | 5 |
|
|
2025
Q3 | $5.37M | Buy |
52,085
+16,033
| +44% | +$1.6M | 3.49% | 6 |
|
|
2025
Q2 | $3.53M | Buy |
36,052
+369
| +1% | +$35.2K | 2.47% | 7 |
|
|
2025
Q1 | $3.13M | Sell |
35,683
-1,915
| -5% | -$180K | 2.28% | 10 |
|
|
2024
Q4 | $3.4M | Sell |
37,598
-903
| -2% | -$78.4K | 2.38% | 10 |
|
|
2024
Q3 | $3.11M | Sell |
38,501
-220
| -0.6% | -$16.2K | 1.9% | 14 |
|
|
2024
Q2 | $2.62M | Sell |
38,721
-552
| -1% | -$34.8K | 1.89% | 12 |
|
|
2024
Q1 | $2.36M | Sell |
39,273
-1,110
| -3% | -$63.5K | 1.67% | 22 |
|
|
2023
Q4 | $2.12M | Sell |
40,383
-738
| -2% | -$39K | 1.6% | 23 |
|
|
2023
Q3 | $2.19M | Sell |
41,121
-1,035
| -2% | -$55.1K | 1.71% | 19 |
|
|
2023
Q2 | $2.21M | Buy |
+42,156
| New | +$2.13M | 1.67% | 19 |
|
|
2022
Q4 | $1.96M | Sell |
41,496
-285
| -0.7% | -$13.5K | 1.5% | 25 |
|
|
2022
Q3 | $1.81M | Buy |
41,781
+15
| +0% | +$657 | 1.61% | 22 |
|
|
2022
Q2 | $1.69M | Buy |
41,766
+75
| +0.2% | +$3.46K | 1.44% | 30 |
|
|
2022
Q1 | $2.07M | Sell |
41,691
-1,050
| -2% | -$49.3K | 1.54% | 25 |
|
|
2021
Q4 | $2.06M | Buy |
42,741
+1,107
| +3% | +$52.8K | 1.42% | 27 |
|
|
2021
Q3 | $1.93M | Sell |
41,634
-2,235
| -5% | -$108K | 1.49% | 27 |
|
|
2021
Q2 | $2.06M | Sell |
43,869
-2,448
| -5% | -$114K | 1.62% | 18 |
|
|
2021
Q1 | $2.1M | Buy |
46,317
+6,219
| +16% | +$288K | 1.69% | 16 |
|
|
2020
Q4 | $1.93M | Sell |
40,098
-1,515
| -4% | -$73.6K | 1.65% | 14 |
|
|
2020
Q3 | $1.94M | Buy |
41,613
+5,388
| +15% | +$240K | 1.82% | 14 |
|
|
2020
Q2 | $1.45M | Sell |
36,225
-435
| -1% | -$17.9K | 1.56% | 20 |
|
|
2020
Q1 | $1.39M | Sell |
36,660
-4,509
| -11% | -$173K | 1.8% | 15 |
|
|
2019
Q4 | $1.63M | Sell |
41,169
-81
| -0.2% | -$3.22K | 1.6% | 17 |
|
|
2019
Q3 | $1.63M | Sell |
41,250
-225
| -0.5% | -$8.49K | 1.87% | 14 |
|
|
2019
Q2 | $1.53M | Sell |
41,475
-1,050
| -2% | -$36.2K | 1.8% | 18 |
|
|
2019
Q1 | $1.38M | Sell |
42,525
-8,142
| -16% | -$264K | 1.6% | 20 |
|
|
2018
Q4 | $1.57M | Buy |
50,667
+675
| +1% | +$21.6K | 1.63% | 21 |
|
|
2018
Q3 | $1.56M | Buy |
49,992
+4,575
| +10% | +$140K | 1.38% | 28 |
|
|
2018
Q2 | $1.3M | Sell |
45,417
-456
| -1% | -$13K | 1.22% | 39 |
|
|
2018
Q1 | $1.36M | Buy |
45,873
+1,860
| +4% | +$59.8K | 1.28% | 35 |
|
|
2017
Q4 | $1.45M | Sell |
44,013
-708
| -2% | -$21.7K | 1.31% | 35 |
|
|
2017
Q3 | $1.17M | Buy |
44,721
+1,902
| +4% | +$49.9K | 1.14% | 44 |
|
|
2017
Q2 | $1.08M | Sell |
42,819
-9
| -0% | -$228 | 1.06% | 43 |
|
|
2017
Q1 | $1.03M | Buy |
42,828
+1,887
| +5% | +$43.4K | 1.02% | 47 |
|
|
2016
Q4 | $944K | Sell |
40,941
-138
| -0.3% | -$3.22K | 0.98% | 53 |
|
|
2016
Q3 | $988K | Sell |
41,079
-180
| -0.4% | -$4.37K | 1.1% | 41 |
|
|
2016
Q2 | $1M | Buy |
41,259
+540
| +1% | +$12.5K | 1.14% | 40 |
|
|
2016
Q1 | $930K | Sell |
40,719
-6,624
| -14% | -$145K | 1.09% | 43 |
|
|
2015
Q4 | $968K | Buy |
47,343
+1,560
| +3% | +$31.3K | 0.96% | 51 |
|
|
2015
Q3 | $989K | Sell |
45,783
-525
| -1% | -$12K | 1.16% | 43 |
|
|
2015
Q2 | $1.09M | Buy |
46,308
+81
| +0.2% | +$2.06K | 1.19% | 47 |
|
|
2015
Q1 | $1.27M | Buy |
46,227
+477
| +1% | +$13.5K | 1.36% | 36 |
|
|
2014
Q4 | $1.31M | Sell |
45,750
-753
| -2% | -$20.3K | 1.47% | 30 |
|
|
2014
Q3 | $1.19M | Sell |
46,503
-627
| -1% | -$15.8K | 1.33% | 40 |
|
|
2014
Q2 | $1.18M | Buy |
47,130
+123
| +0.3% | +$3.16K | 1.33% | 40 |
|
|
2014
Q1 | $1.2M | Buy |
47,007
+2,721
| +6% | +$68.3K | 1.4% | 39 |
|
|
2013
Q4 | $1.16M | Buy |
44,286
+5,235
| +13% | +$135K | 1.41% | 35 |
|
|
2013
Q3 | $963K | Buy |
39,051
+4,512
| +13% | +$114K | 1.4% | 38 |
|
|
2013
Q2 | $858K | Buy |
+34,539
| New | +$885K | 1.34% | 36 |
|
Other funds holding WMT
VCM
VPM
Security National Bank of Sioux City Iowa's WMT Position: Q1 2026 in Review
Security National Bank of Sioux City Iowa reduced its Walmart Inc (WMT) stake by 16% in Q1 2026, selling an estimated $971K and leaving 43,091 shares worth $5.36M. The position accounts for 3.17% of the portfolio, ranked #6.
Security National Bank of Sioux City Iowa first reported a position in WMT in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.68M in Q4 2025. 4,440 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Security National Bank of Sioux City Iowa held 43,091 shares of Walmart Inc worth $5.36M as of Q1 2026.
- Security National Bank of Sioux City Iowa sold 7,908 Walmart Inc shares in Q1 2026, an estimated $971K.
- Walmart Inc made up 3.17% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #6 holding.
- Security National Bank of Sioux City Iowa first reported a position in Walmart Inc in Q2 2013 and has held it in 51 quarters since.
- Security National Bank of Sioux City Iowa's Walmart Inc position peaked at $5.68M in Q4 2025.
- 4,440 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2026, filed 15 May 2026.