Smith Shellnut Wilson’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
Q3 | $1.42M | Buy |
13,790
+1,151
| +9% | +$115K | 0.55% | 39 |
|
|
2025
Q2 | $1.24M | Sell |
12,639
-1,832
| -13% | -$175K | 0.54% | 40 |
|
|
2025
Q1 | $1.27M | Buy |
14,471
+150
| +1% | +$14.1K | 0.58% | 38 |
|
|
2024
Q4 | $1.29M | Buy |
14,321
+521
| +4% | +$45.2K | 0.57% | 36 |
|
|
2024
Q3 | $1.11M | Sell |
13,800
-70
| -0.5% | -$5.14K | 0.5% | 42 |
|
|
2024
Q2 | $939K | Buy |
13,870
+17
| +0.1% | +$1.07K | 0.46% | 43 |
|
|
2024
Q1 | $834K | Sell |
13,853
-544
| -4% | -$31.1K | 0.44% | 43 |
|
|
2023
Q4 | $757K | Sell |
14,397
-111
| -0.8% | -$5.87K | 0.43% | 43 |
|
|
2023
Q3 | $773K | Hold |
14,508
| – | – | 0.47% | 35 |
|
|
2023
Q2 | $760K | Sell |
14,508
-15
| -0.1% | -$757 | 0.43% | 40 |
|
|
2023
Q1 | $714K | Hold |
14,523
| – | – | 0.43% | 42 |
|
|
2022
Q4 | $686K | Sell |
14,523
-15
| -0.1% | -$712 | 0.42% | 46 |
|
|
2022
Q3 | $629K | Buy |
14,538
+168
| +1% | +$7.36K | 0.42% | 46 |
|
|
2022
Q2 | $582K | Sell |
14,370
-900
| -6% | -$41.5K | 0.36% | 52 |
|
|
2022
Q1 | $758K | Sell |
15,270
-219
| -1% | -$10.3K | 0.4% | 45 |
|
|
2021
Q4 | $747K | Buy |
15,489
+57
| +0.4% | +$2.72K | 0.37% | 51 |
|
|
2021
Q3 | $717K | Hold |
15,432
| – | – | 0.41% | 44 |
|
|
2021
Q2 | $725K | Sell |
15,432
-684
| -4% | -$31.9K | 0.42% | 49 |
|
|
2021
Q1 | $730K | Buy |
16,116
+144
| +0.9% | +$6.67K | 0.45% | 45 |
|
|
2020
Q4 | $767K | Sell |
15,972
-1,515
| -9% | -$73.6K | 0.46% | 43 |
|
|
2020
Q3 | $816 | Hold |
17,487
| – | – | 0.3% | 45 |
|
|
2020
Q2 | $698K | Hold |
17,487
| – | – | 0.5% | 37 |
|
|
2020
Q1 | $662K | Buy |
17,487
+426
| +2% | +$16.4K | 0.56% | 35 |
|
|
2019
Q4 | $676K | Buy |
17,061
+4,176
| +32% | +$166K | 0.45% | 45 |
|
|
2019
Q3 | $510K | Buy |
12,885
+987
| +8% | +$37.3K | 0.38% | 50 |
|
|
2019
Q2 | $438K | Buy |
11,898
+504
| +4% | +$17.4K | 0.33% | 55 |
|
|
2019
Q1 | $370K | Buy |
11,394
+2,028
| +22% | +$65.8K | 0.29% | 63 |
|
|
2018
Q4 | $291K | Buy |
9,366
+189
| +2% | +$6.06K | 0.31% | 65 |
|
|
2018
Q3 | $287K | Buy |
+9,177
| New | +$281K | 0.26% | 82 |
|
|
2018
Q1 | $272K | Sell |
9,177
-14,097
| -61% | -$453K | 0.23% | 76 |
|
|
2017
Q4 | $766K | Buy |
23,274
+90
| +0.4% | +$2.75K | 0.65% | 29 |
|
|
2017
Q3 | $604K | Buy |
23,184
+5,088
| +28% | +$133K | 0.53% | 34 |
|
|
2017
Q2 | $440K | Sell |
18,096
-2,976
| -14% | -$75.5K | 0.46% | 41 |
|
|
2017
Q1 | $506K | Buy |
21,072
+1,656
| +9% | +$38.1K | 0.47% | 41 |
|
|
2016
Q4 | $447K | Buy |
+19,416
| New | +$453K | 0.43% | 44 |
|
Other funds holding WMT
Smith Shellnut Wilson's WMT Position: Q3 2025 in Review
Smith Shellnut Wilson increased its Walmart Inc (WMT) stake by 9.1% in Q3 2025, buying an estimated $115K and bringing the position to 13,790 shares worth $1.42M. The position accounts for 0.55% of the portfolio, ranked #39.
Smith Shellnut Wilson first reported a position in WMT in Q4 2016 and has held it in 35 quarters since. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.
- Smith Shellnut Wilson held 13,790 shares of Walmart Inc worth $1.42M as of Q3 2025.
- Smith Shellnut Wilson bought 1,151 Walmart Inc shares in Q3 2025, an estimated $115K.
- Walmart Inc made up 0.55% of Smith Shellnut Wilson's portfolio in Q3 2025, its #39 holding.
- Smith Shellnut Wilson first reported a position in Walmart Inc in Q4 2016 and has held it in 35 quarters since.
- 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.
Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.