Sheaff Brock Investment Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.65M | Buy |
53,024
+5,425
| +11% | +$509K | 0.43% | 64 |
|
|
2024
Q4 | $4.3M | Sell |
47,599
-306
| -0.6% | -$26.6K | 0.37% | 65 |
|
|
2024
Q3 | $3.87M | Sell |
47,905
-275
| -0.6% | -$20.2K | 0.34% | 67 |
|
|
2024
Q2 | $3.26M | Sell |
48,180
-13,931
| -22% | -$877K | 0.3% | 72 |
|
|
2024
Q1 | $3.74M | Sell |
62,111
-2,020
| -3% | -$116K | 0.24% | 73 |
|
|
2023
Q4 | $3.37M | Buy |
64,131
+195
| +0.3% | +$10.3K | 0.26% | 74 |
|
|
2023
Q3 | $3.41M | Sell |
63,936
-345
| -0.5% | -$18.4K | 0.31% | 66 |
|
|
2023
Q2 | $3.37M | Sell |
64,281
-1,680
| -3% | -$84.8K | 0.28% | 73 |
|
|
2023
Q1 | $3.24M | Buy |
65,961
+321
| +0.5% | +$15.2K | 0.3% | 72 |
|
|
2022
Q4 | $3.1M | Buy |
65,640
+1,200
| +2% | +$57K | 0.31% | 68 |
|
|
2022
Q3 | $2.79M | Sell |
64,440
-64,092
| -50% | -$2.81M | 0.3% | 72 |
|
|
2022
Q2 | $5.21M | Buy |
128,532
+62,364
| +94% | +$2.88M | 0.43% | 48 |
|
|
2022
Q1 | $3.28M | Sell |
66,168
-6,300
| -9% | -$296K | 0.23% | 73 |
|
|
2021
Q4 | $3.5M | Sell |
72,468
-73,518
| -50% | -$3.51M | 0.23% | 74 |
|
|
2021
Q3 | $6.78M | Sell |
145,986
-22,740
| -13% | -$1.1M | 0.5% | 34 |
|
|
2021
Q2 | $7.93M | Sell |
168,726
-63,060
| -27% | -$2.94M | 0.57% | 25 |
|
|
2021
Q1 | $10.5M | Buy |
231,786
+17,325
| +8% | +$803K | 0.83% | 11 |
|
|
2020
Q4 | $10.3M | Buy |
214,461
+74,952
| +54% | +$3.64M | 0.86% | 10 |
|
|
2020
Q3 | $6.51M | Buy |
139,509
+82,494
| +145% | +$3.67M | 0.6% | 24 |
|
|
2020
Q2 | $2.28M | Sell |
57,015
-64,038
| -53% | -$2.63M | 0.23% | 75 |
|
|
2020
Q1 | $4.58M | Sell |
121,053
-10,782
| -8% | -$415K | 0.61% | 30 |
|
|
2019
Q4 | $5.22M | Buy |
131,835
+71,025
| +117% | +$2.82M | 0.51% | 42 |
|
|
2019
Q3 | $2.41M | Sell |
60,810
-82,239
| -57% | -$3.1M | 0.26% | 69 |
|
|
2019
Q2 | $5.27M | Buy |
143,049
+71,925
| +101% | +$2.48M | 0.57% | 34 |
|
|
2019
Q1 | $2.31M | Sell |
71,124
-50,307
| -41% | -$1.63M | 0.28% | 74 |
|
|
2018
Q4 | $3.77M | Sell |
121,431
-26,964
| -18% | -$864K | 0.59% | 47 |
|
|
2018
Q3 | $4.64M | Sell |
148,395
-176,562
| -54% | -$5.4M | 0.44% | 48 |
|
|
2018
Q2 | $9.28M | Buy |
324,957
+9,807
| +3% | +$279K | 0.91% | 14 |
|
|
2018
Q1 | $9.35M | Sell |
315,150
-25,038
| -7% | -$805K | 0.97% | 14 |
|
|
2017
Q4 | $11.2M | Buy |
340,188
+36,183
| +12% | +$1.11M | 1.45% | 9 |
|
|
2017
Q3 | $7.92M | Buy |
304,005
+2,955
| +1% | +$77.5K | 1.04% | 19 |
|
|
2017
Q2 | $7.59M | Buy |
301,050
+4,554
| +2% | +$116K | 1% | 17 |
|
|
2017
Q1 | $7.12M | Sell |
296,496
-38,439
| -11% | -$885K | 0.93% | 19 |
|
|
2016
Q4 | $7.72M | Buy |
334,935
+240,351
| +254% | +$5.61M | 0.98% | 19 |
|
|
2016
Q3 | $2.27M | Buy |
94,584
+2,301
| +2% | +$55.8K | 0.3% | 72 |
|
|
2016
Q2 | $2.25M | Sell |
92,283
-12,027
| -12% | -$278K | 0.29% | 76 |
|
|
2016
Q1 | $2.38M | Buy |
104,310
+5,409
| +5% | +$119K | 0.29% | 71 |
|
|
2015
Q4 | $2.02M | Buy |
+98,901
| New | +$1.98M | 0.23% | 109 |
|
Other funds holding WMT
Sheaff Brock Investment Advisors's WMT Position: Q1 2025 in Review
Sheaff Brock Investment Advisors increased its Walmart Inc (WMT) stake by 11% in Q1 2025, buying an estimated $509K and bringing the position to 53,024 shares worth $4.65M. The position accounts for 0.43% of the portfolio, ranked #64.
Sheaff Brock Investment Advisors first reported a position in WMT in Q4 2015 and has held it in 38 quarters since. The position peaked at $11.2M in Q4 2017. 3,871 funds tracked by Wall St. Rank hold WMT as of Q1 2025.
- Sheaff Brock Investment Advisors held 53,024 shares of Walmart Inc worth $4.65M as of Q1 2025.
- Sheaff Brock Investment Advisors bought 5,425 Walmart Inc shares in Q1 2025, an estimated $509K.
- Walmart Inc made up 0.43% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #64 holding.
- Sheaff Brock Investment Advisors first reported a position in Walmart Inc in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Walmart Inc position peaked at $11.2M in Q4 2017.
- 3,871 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.