Sitrin 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 | $8.89M | Sell |
71,429
-171
| -0.2% | -$21K | 4.46% | 5 |
|
|
2025
Q4 | $7.99M | Buy |
71,600
+320
| +0.4% | +$34.4K | 3.79% | 7 |
|
|
2025
Q3 | $7.35M | Sell |
71,280
-736
| -1% | -$73.3K | 3.52% | 8 |
|
|
2025
Q2 | $7.04M | Sell |
72,016
-7,107
| -9% | -$677K | 3.59% | 9 |
|
|
2025
Q1 | $6.96M | Sell |
79,123
-33,011
| -29% | -$3.1M | 3.76% | 11 |
|
|
2024
Q4 | $10.2M | Buy |
112,134
+948
| +0.9% | +$82.3K | 5.12% | 2 |
|
|
2024
Q3 | $8.98M | Sell |
111,186
-1,412
| -1% | -$104K | 4.48% | 2 |
|
|
2024
Q2 | $7.62M | Buy |
112,598
+312
| +0.3% | +$19.6K | 4.05% | 5 |
|
|
2024
Q1 | $6.76M | Sell |
112,286
-208
| -0.2% | -$11.9K | 3.69% | 9 |
|
|
2023
Q4 | $5.91M | Sell |
112,494
-1,596
| -1% | -$84.4K | 3.45% | 13 |
|
|
2023
Q3 | $6.08M | Sell |
114,090
-13,290
| -10% | -$707K | 3.8% | 5 |
|
|
2023
Q2 | $6.67M | Buy |
127,380
+1,200
| +1% | +$60.5K | 3.75% | 5 |
|
|
2023
Q1 | $6.2M | Sell |
126,180
-1,389
| -1% | -$65.9K | 3.76% | 5 |
|
|
2022
Q4 | $6.03M | Sell |
127,569
-5,781
| -4% | -$275K | 3.84% | 9 |
|
|
2022
Q3 | $5.76M | Buy |
133,350
+3,591
| +3% | +$157K | 3.79% | 6 |
|
|
2022
Q2 | $5.26M | Sell |
129,759
-2,478
| -2% | -$114K | 3.35% | 10 |
|
|
2022
Q1 | $6.56M | Buy |
132,237
+483
| +0.4% | +$22.7K | 3.29% | 8 |
|
|
2021
Q4 | $6.35M | Buy |
131,754
+639
| +0.5% | +$30.5K | 2.99% | 21 |
|
|
2021
Q3 | $6.09M | Buy |
131,115
+57
| +0% | +$2.75K | 2.92% | 25 |
|
|
2021
Q2 | $6.16M | Sell |
131,058
-4,791
| -4% | -$223K | 2.78% | 27 |
|
|
2021
Q1 | $6.15M | Buy |
135,849
+585
| +0.4% | +$27.1K | 2.92% | 18 |
|
|
2020
Q4 | $6.5M | Sell |
135,264
-744
| -0.5% | -$36.1K | 3.25% | 11 |
|
|
2020
Q3 | $6.37M | Buy |
136,008
+735
| +0.5% | +$32.7K | 3.37% | 11 |
|
|
2020
Q2 | $5.4M | Sell |
135,273
-58,431
| -30% | -$2.4M | 3.22% | 23 |
|
|
2020
Q1 | $7.34M | Sell |
193,704
-13,473
| -7% | -$518K | 4.35% | 4 |
|
|
2019
Q4 | $8.21M | Buy |
207,177
+291
| +0.1% | +$11.6K | 4.2% | 3 |
|
|
2019
Q3 | $8.18M | Sell |
206,886
-1,089
| -0.5% | -$41.1K | 4.47% | 2 |
|
|
2019
Q2 | $7.66M | Sell |
207,975
-2,046
| -1% | -$70.5K | 4.08% | 3 |
|
|
2019
Q1 | $6.83M | Buy |
210,021
+1,719
| +0.8% | +$55.7K | 3.67% | 10 |
|
|
2018
Q4 | $6.47M | Buy |
208,302
+1,599
| +0.8% | +$51.3K | 3.95% | 6 |
|
|
2018
Q3 | $6.47M | Buy |
206,703
+4,143
| +2% | +$127K | 3.48% | 15 |
|
|
2018
Q2 | $5.78M | Buy |
202,560
+11,766
| +6% | +$334K | 3.28% | 15 |
|
|
2018
Q1 | $5.66M | Buy |
+190,794
| New | +$6.14M | 3.65% | 7 |
|
|
2017
Q1 | – | Sell |
-167,469
| Closed | -$3.86M | – | 38 |
|
|
2016
Q4 | $3.86M | Buy |
167,469
+2,019
| +1% | +$47.1K | 2.99% | 23 |
|
|
2016
Q3 | $3.98M | Buy |
165,450
+183
| +0.1% | +$4.44K | 3.13% | 20 |
|
|
2016
Q2 | $4.02M | Buy |
165,267
+7,101
| +4% | +$164K | 3.23% | 17 |
|
|
2016
Q1 | $3.61M | Sell |
158,166
-6,837
| -4% | -$150K | 2.87% | 23 |
|
|
2015
Q4 | $3.55M | Buy |
+165,003
| New | +$3.31M | 3.11% | 17 |
|
Other funds holding WMT
VCM
VPM
Sitrin Capital Management's WMT Position: Q1 2026 in Review
Sitrin Capital Management reduced its Walmart Inc (WMT) stake by 0.24% in Q1 2026, selling an estimated $21K and leaving 71,429 shares worth $8.89M. The position accounts for 4.46% of the portfolio, ranked #5.
Sitrin Capital Management first reported a position in WMT in Q4 2015 and has held it in 38 quarters since. The position peaked at $10.2M in Q4 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Sitrin Capital Management held 71,429 shares of Walmart Inc worth $8.89M as of Q1 2026.
- Sitrin Capital Management sold 171 Walmart Inc shares in Q1 2026, an estimated $21K.
- Walmart Inc made up 4.46% of Sitrin Capital Management's portfolio in Q1 2026, its #5 holding.
- Sitrin Capital Management first reported a position in Walmart Inc in Q4 2015 and has held it in 38 quarters since.
- Sitrin Capital Management's Walmart Inc position peaked at $10.2M in Q4 2024.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Sitrin Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.