Shelton Capital 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
Q1 | $96.9M | Buy |
779,702
+371,011
| +91% | +$45.6M | 2.12% | 8 |
|
|
2025
Q4 | $45.5M | Buy |
408,691
+97,438
| +31% | +$10.5M | 0.9% | 20 |
|
|
2025
Q3 | $32.1M | Buy |
311,253
+29,495
| +10% | +$2.94M | 0.69% | 21 |
|
|
2025
Q2 | $27.6M | Sell |
281,758
-99,894
| -26% | -$9.52M | 0.63% | 28 |
|
|
2025
Q1 | $33.5M | Buy |
381,652
+237,714
| +165% | +$22.3M | 0.8% | 21 |
|
|
2024
Q4 | $13M | Sell |
143,938
-13,197
| -8% | -$1.15M | 0.32% | 73 |
|
|
2024
Q3 | $12.7M | Buy |
157,135
+3,108
| +2% | +$228K | 0.33% | 72 |
|
|
2024
Q2 | $10.4M | Buy |
154,027
+14,597
| +10% | +$919K | 0.28% | 80 |
|
|
2024
Q1 | $8.39M | Sell |
139,430
-13,399
| -9% | -$767K | 0.24% | 101 |
|
|
2023
Q4 | $8.03M | Sell |
152,829
-37,791
| -20% | -$2M | 0.25% | 90 |
|
|
2023
Q3 | $10.2M | Buy |
190,620
+54,300
| +40% | +$2.89M | 0.37% | 56 |
|
|
2023
Q2 | $7.14M | Buy |
136,320
+10,500
| +8% | +$530K | 0.26% | 91 |
|
|
2023
Q1 | $6.18M | Buy |
125,820
+44,820
| +55% | +$2.13M | 0.26% | 94 |
|
|
2022
Q4 | $3.83M | Buy |
81,000
+35,598
| +78% | +$1.69M | 0.4% | 70 |
|
|
2022
Q3 | $1.96M | Buy |
45,402
+300
| +0.7% | +$13.1K | 0.09% | 198 |
|
|
2022
Q2 | $1.83M | Buy |
45,102
+498
| +1% | +$23K | 0.08% | 216 |
|
|
2022
Q1 | $2.21M | Sell |
44,604
-300
| -0.7% | -$14.1K | 0.08% | 219 |
|
|
2021
Q4 | $2.17M | Sell |
44,904
-9,900
| -18% | -$473K | 0.08% | 231 |
|
|
2021
Q3 | $2.55M | Sell |
54,804
-14,466
| -21% | -$697K | 0.1% | 202 |
|
|
2021
Q2 | $3.26M | Sell |
69,270
-65,670
| -49% | -$3.06M | 0.12% | 181 |
|
|
2021
Q1 | $6.11M | Buy |
134,940
+68,925
| +104% | +$3.19M | 0.21% | 103 |
|
|
2020
Q4 | $3.17M | Sell |
66,015
-12,447
| -16% | -$604K | 0.14% | 149 |
|
|
2020
Q3 | $3.66M | Buy |
78,462
+3,024
| +4% | +$134K | 0.15% | 156 |
|
|
2020
Q2 | $3.01M | Buy |
75,438
+3,003
| +4% | +$124K | 0.17% | 118 |
|
|
2020
Q1 | $2.74M | Buy |
72,435
+28,254
| +64% | +$1.09M | 0.2% | 106 |
|
|
2019
Q4 | $1.75M | Sell |
44,181
-3,165
| -7% | -$126K | 0.1% | 181 |
|
|
2019
Q3 | $1.87M | Sell |
47,346
-63,600
| -57% | -$2.4M | 0.11% | 166 |
|
|
2019
Q2 | $4.09M | Buy |
110,946
+100,344
| +946% | +$3.46M | 0.24% | 88 |
|
|
2019
Q1 | $36.2K | Sell |
10,602
-56,445
| -84% | -$1.83M | 0.14% | 148 |
|
|
2018
Q4 | $2.08M | Buy |
67,047
+11,700
| +21% | +$375K | 0.14% | 137 |
|
|
2018
Q3 | $1.73M | Sell |
55,347
-1,722
| -3% | -$52.7K | 0.1% | 173 |
|
|
2018
Q2 | $1.63M | Sell |
57,069
-3,888
| -6% | -$111K | 0.1% | 180 |
|
|
2018
Q1 | $1.81M | Sell |
60,957
-1,110
| -2% | -$35.7K | 0.12% | 163 |
|
|
2017
Q4 | $2.04M | Sell |
62,067
-22,125
| -26% | -$677K | 0.13% | 149 |
|
|
2017
Q3 | $2.19M | Sell |
84,192
-6,957
| -8% | -$183K | 0.15% | 140 |
|
|
2017
Q2 | $2.3M | Sell |
91,149
-153,054
| -63% | -$3.89M | 0.16% | 130 |
|
|
2017
Q1 | $5.87M | Buy |
244,203
+46,734
| +24% | +$1.08M | 0.41% | 48 |
|
|
2016
Q4 | $4.55M | Buy |
197,469
+82,044
| +71% | +$1.91M | 0.35% | 58 |
|
|
2016
Q3 | $2.77M | Buy |
115,425
+15,540
| +16% | +$377K | 0.23% | 83 |
|
|
2016
Q2 | $2.43M | Buy |
99,885
+2,982
| +3% | +$69K | 0.21% | 90 |
|
|
2016
Q1 | $2.21M | Buy |
96,903
+3,300
| +4% | +$72.4K | 0.2% | 96 |
|
|
2015
Q4 | $1.91M | Buy |
93,603
+17,178
| +22% | +$345K | 0.19% | 113 |
|
|
2015
Q3 | $1.65M | Buy |
76,425
+12,516
| +20% | +$287K | 0.18% | 117 |
|
|
2015
Q2 | $1.51M | Buy |
63,909
+4,602
| +8% | +$117K | 0.16% | 132 |
|
|
2015
Q1 | $1.63M | Buy |
59,307
+5,532
| +10% | +$157K | 0.18% | 121 |
|
|
2014
Q4 | $1.54M | Sell |
53,775
-4,440
| -8% | -$120K | 0.18% | 117 |
|
|
2014
Q3 | $1.48M | Hold |
58,215
| – | – | 0.2% | 101 |
|
|
2014
Q2 | $1.46M | Sell |
58,215
-10,500
| -15% | -$270K | 0.2% | 99 |
|
|
2014
Q1 | $1.75M | Buy |
68,715
+2,700
| +4% | +$67.8K | 0.26% | 86 |
|
|
2013
Q4 | $1.73M | Hold |
66,015
| – | – | 0.26% | 81 |
|
|
2013
Q3 | $1.63M | Hold |
66,015
| – | – | 0.27% | 81 |
|
|
2013
Q2 | $1.64M | Buy |
+66,015
| New | +$1.69M | 0.3% | 76 |
|
Other funds holding WMT
VCM
VPM
Shelton Capital Management's WMT Position: Q1 2026 in Review
Shelton Capital Management increased its Walmart Inc (WMT) stake by 91% in Q1 2026, buying an estimated $45.6M and bringing the position to 779,702 shares worth $96.9M. The position accounts for 2.12% of the portfolio, ranked #8.
Shelton Capital Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Shelton Capital Management held 779,702 shares of Walmart Inc worth $96.9M as of Q1 2026.
- Shelton Capital Management bought 371,011 Walmart Inc shares in Q1 2026, an estimated $45.6M.
- Walmart Inc made up 2.12% of Shelton Capital Management's portfolio in Q1 2026, its #8 holding.
- Shelton Capital Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.