Somerset Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Buy
16,212
+12,327
+317% +$1.21M 1.34% 26
2025
Q1
$341K Buy
3,885
+1,542
+66% +$135K 0.31% 47
2024
Q4
$212K Buy
+2,343
New +$212K 0.19% 62