Sound Income Strategies’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 | $2.41M | Sell |
21,271
-309
| -1% | -$38.4K | 0.11% | 147 |
|
|
2026
Q1 | $2.69M | Sell |
21,580
-2,649
| -11% | -$325K | 0.13% | 135 |
|
|
2025
Q4 | $2.9M | Sell |
24,229
-159
| -0.7% | -$17.1K | 0.14% | 131 |
|
|
2025
Q3 | $2.48M | Sell |
24,388
-4,620
| -16% | -$460K | 0.14% | 127 |
|
|
2025
Q2 | $2.84M | Buy |
29,008
+6,457
| +29% | +$615K | 0.16% | 111 |
|
|
2025
Q1 | $1.98M | Sell |
22,551
-1,141
| -5% | -$107K | 0.12% | 121 |
|
|
2024
Q4 | $2.14M | Buy |
23,692
+80
| +0.3% | +$6.94K | 0.13% | 116 |
|
|
2024
Q3 | $1.91M | Sell |
23,612
-1,197
| -5% | -$87.9K | 0.12% | 117 |
|
|
2024
Q2 | $1.68M | Buy |
24,809
+1,089
| +5% | +$68.6K | 0.11% | 118 |
|
|
2024
Q1 | $1.43M | Buy |
23,720
+3,830
| +19% | +$219K | 0.11% | 114 |
|
|
2023
Q4 | $1.05M | Buy |
19,890
+4,914
| +33% | +$260K | 0.09% | 118 |
|
|
2023
Q3 | $798K | Buy |
14,976
+3,318
| +28% | +$177K | 0.07% | 107 |
|
|
2023
Q2 | $611K | Buy |
11,658
+1,482
| +15% | +$74.8K | 0.06% | 109 |
|
|
2023
Q1 | $500K | Buy |
10,176
+951
| +10% | +$45.1K | 0.05% | 109 |
|
|
2022
Q4 | $436K | Buy |
9,225
+348
| +4% | +$16.5K | 0.06% | 105 |
|
|
2022
Q3 | $384K | Sell |
8,877
-1,131
| -11% | -$49.5K | 0.06% | 107 |
|
|
2022
Q2 | $406K | Buy |
10,008
+444
| +5% | +$20.5K | 0.05% | 111 |
|
|
2022
Q1 | $475K | Buy |
9,564
+483
| +5% | +$22.7K | 0.05% | 107 |
|
|
2021
Q4 | $438K | Buy |
9,081
+276
| +3% | +$13.2K | 0.05% | 113 |
|
|
2021
Q3 | $409K | Buy |
8,805
+285
| +3% | +$13.7K | 0.05% | 113 |
|
|
2021
Q2 | $400K | Sell |
8,520
-1,557
| -15% | -$72.5K | 0.06% | 120 |
|
|
2021
Q1 | $456K | Buy |
10,077
+792
| +9% | +$36.7K | 0.08% | 98 |
|
|
2020
Q4 | $446K | Sell |
9,285
-22,818
| -71% | -$1.11M | 0.1% | 89 |
|
|
2020
Q3 | $1.5M | Sell |
32,103
-8,472
| -21% | -$377K | 0.41% | 33 |
|
|
2020
Q2 | $1.62M | Sell |
40,575
-34,926
| -46% | -$1.44M | 0.48% | 32 |
|
|
2020
Q1 | $2.86M | Buy |
75,501
+5,982
| +9% | +$230K | 0.98% | 13 |
|
|
2019
Q4 | $2.75M | Buy |
69,519
+3,906
| +6% | +$155K | 0.74% | 14 |
|
|
2019
Q3 | $2.6M | Buy |
65,613
+7,749
| +13% | +$292K | 0.78% | 14 |
|
|
2019
Q2 | $2.13M | Buy |
57,864
+11,232
| +24% | +$387K | 0.74% | 14 |
|
|
2019
Q1 | $1.52M | Buy |
46,632
+963
| +2% | +$31.2K | 0.69% | 18 |
|
|
2018
Q4 | $1.42M | Sell |
45,669
-2,604
| -5% | -$83.5K | 0.74% | 17 |
|
|
2018
Q3 | $1.51M | Buy |
48,273
+11,475
| +31% | +$351K | 0.74% | 17 |
|
|
2018
Q2 | $1.05M | Buy |
36,798
+6,090
| +20% | +$173K | 0.61% | 16 |
|
|
2018
Q1 | $911K | Buy |
30,708
+1,815
| +6% | +$58.4K | 0.6% | 14 |
|
|
2017
Q4 | $973K | Buy |
+28,893
| New | +$884K | 0.64% | 21 |
|
Other funds holding WMT
Sound Income Strategies's WMT Position: Q2 2026 in Review
Sound Income Strategies reduced its Walmart Inc (WMT) stake by 1.4% in Q2 2026, selling an estimated $38.4K and leaving 21,271 shares worth $2.41M. The position accounts for 0.11% of the portfolio, ranked #147.
Sound Income Strategies first reported a position in WMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.9M in Q4 2025. 1,990 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Sound Income Strategies held 21,271 shares of Walmart Inc worth $2.41M as of Q2 2026.
- Sound Income Strategies sold 309 Walmart Inc shares in Q2 2026, an estimated $38.4K.
- Walmart Inc made up 0.11% of Sound Income Strategies's portfolio in Q2 2026, its #147 holding.
- Sound Income Strategies first reported a position in Walmart Inc in Q4 2017 and has held it in 35 quarters since.
- Sound Income Strategies's Walmart Inc position peaked at $2.9M in Q4 2025.
- 1,990 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.