Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.13M | Sell |
36,468
-563
| -2% | -$69.9K | 0.17% | 99 |
|
|
2026
Q1 | $4.6M | Sell |
37,031
-11,054
| -23% | -$1.36M | 0.21% | 78 |
|
|
2025
Q4 | $5.36M | Buy |
48,085
+1,161
| +2% | +$125K | 0.23% | 68 |
|
|
2025
Q3 | $4.84M | Buy |
46,924
+2,277
| +5% | +$227K | 0.22% | 69 |
|
|
2025
Q2 | $4.37M | Buy |
44,647
+15,688
| +54% | +$1.49M | 0.22% | 68 |
|
|
2025
Q1 | $2.54M | Buy |
28,959
+6,503
| +29% | +$610K | 0.14% | 74 |
|
|
2024
Q4 | $2.03M | Buy |
22,456
+3,002
| +15% | +$261K | 0.12% | 78 |
|
|
2024
Q3 | $1.57M | Buy |
19,454
+2,245
| +13% | +$165K | 0.1% | 94 |
|
|
2024
Q2 | $1.17M | Buy |
17,209
+4,605
| +37% | +$290K | 0.08% | 113 |
|
|
2024
Q1 | $758K | Buy |
12,604
+2,692
| +27% | +$154K | 0.06% | 150 |
|
|
2023
Q4 | $521K | Sell |
9,912
-366
| -4% | -$19.4K | 0.05% | 172 |
|
|
2023
Q3 | $548K | Buy |
10,278
+1,830
| +22% | +$97.4K | 0.05% | 155 |
|
|
2023
Q2 | $443K | Buy |
8,448
+540
| +7% | +$27.2K | 0.04% | 166 |
|
|
2023
Q1 | $389K | Buy |
+7,908
| New | +$375K | 0.04% | 175 |
|
|
2022
Q2 | – | Sell |
-1,506
| Closed | -$75K | – | 399 |
|
|
2022
Q1 | $75K | Sell |
1,506
-1,920
| -56% | -$90.1K | 0.02% | 171 |
|
|
2021
Q4 | $165K | Buy |
3,426
+729
| +27% | +$34.8K | 0.04% | 127 |
|
|
2021
Q3 | $125K | Buy |
2,697
+396
| +17% | +$19.1K | 0.03% | 148 |
|
|
2021
Q2 | $108K | Sell |
2,301
-21
| -0.9% | -$978 | 0.03% | 144 |
|
|
2021
Q1 | $105K | Sell |
2,322
-594
| -20% | -$27.5K | 0.03% | 144 |
|
|
2020
Q4 | $140K | Sell |
2,916
-411
| -12% | -$20K | 0.04% | 125 |
|
|
2020
Q3 | $155K | Sell |
3,327
-1,821
| -35% | -$81K | 0.04% | 103 |
|
|
2020
Q2 | $206K | Buy |
5,148
+2,895
| +128% | +$119K | 0.08% | 81 |
|
|
2020
Q1 | $85K | Sell |
2,253
-384
| -15% | -$14.8K | 0.03% | 130 |
|
|
2019
Q4 | $104K | Buy |
2,637
+1,539
| +140% | +$61.1K | 0.04% | 141 |
|
|
2019
Q3 | $43K | Buy |
1,098
+768
| +233% | +$29K | 0.02% | 192 |
|
|
2019
Q2 | $12.2K | Sell |
330
-570
| -63% | -$19.6K | 0.01% | 211 |
|
|
2019
Q1 | $29K | Sell |
900
-15
| -2% | -$486 | 0.01% | 265 |
|
|
2018
Q4 | $28K | Buy |
+915
| New | +$29.3K | 0.01% | 231 |
|
|
2017
Q1 | – | Sell |
-2,700
| Closed | -$62K | – | 389 |
|
|
2016
Q4 | $62K | Buy |
+2,700
| New | +$63K | 0.05% | 146 |
|
Other funds holding WMT
Simon Quick Advisors's WMT Position: Q2 2026 in Review
Simon Quick Advisors reduced its Walmart Inc (WMT) stake by 1.5% in Q2 2026, selling an estimated $69.9K and leaving 36,468 shares worth $4.13M. The position accounts for 0.17% of the portfolio, ranked #99.
Simon Quick Advisors first reported a position in WMT in Q4 2016 and has held it in 29 quarters since. The position peaked at $5.36M in Q4 2025. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Simon Quick Advisors held 36,468 shares of Walmart Inc worth $4.13M as of Q2 2026.
- Simon Quick Advisors sold 563 Walmart Inc shares in Q2 2026, an estimated $69.9K.
- Walmart Inc made up 0.17% of Simon Quick Advisors's portfolio in Q2 2026, its #99 holding.
- Simon Quick Advisors first reported a position in Walmart Inc in Q4 2016 and has held it in 29 quarters since.
- Simon Quick Advisors's Walmart Inc position peaked at $5.36M in Q4 2025.
- 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.