Sowell Financial Services’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 | $15.2M | Sell |
134,295
-5,507
| -4% | -$684K | 0.5% | 33 |
|
|
2026
Q1 | $17.4M | Buy |
139,802
+1,271
| +0.9% | +$156K | 0.64% | 23 |
|
|
2025
Q4 | $15.4M | Sell |
138,531
-860
| -0.6% | -$92.3K | 0.57% | 28 |
|
|
2025
Q3 | $14.4M | Sell |
139,391
-4,250
| -3% | -$423K | 0.55% | 29 |
|
|
2025
Q2 | $14M | Sell |
143,641
-709
| -0.5% | -$67.5K | 0.57% | 26 |
|
|
2025
Q1 | $12.7M | Sell |
144,350
-5,719
| -4% | -$536K | 0.58% | 30 |
|
|
2024
Q4 | $13.6M | Buy |
150,069
+25,700
| +21% | +$2.23M | 0.71% | 24 |
|
|
2024
Q3 | $10M | Sell |
124,369
-803
| -0.6% | -$59K | 0.47% | 44 |
|
|
2024
Q2 | $8.47M | Sell |
125,172
-6,714
| -5% | -$423K | 0.4% | 53 |
|
|
2024
Q1 | $7.96M | Sell |
131,886
-35,439
| -21% | -$2.03M | 0.38% | 66 |
|
|
2023
Q4 | $8.82M | Sell |
167,325
-3,534
| -2% | -$187K | 0.48% | 49 |
|
|
2023
Q3 | $9.11M | Sell |
170,859
-908,649
| -84% | -$48.4M | 0.57% | 34 |
|
|
2023
Q2 | $56.6M | Buy |
1,079,508
+459,759
| +74% | +$23.2M | 3.15% | 3 |
|
|
2023
Q1 | $30.5M | Sell |
619,749
-337,677
| -35% | -$16M | 2.35% | 3 |
|
|
2022
Q4 | $45.4M | Sell |
957,426
-65,325
| -6% | -$3.1M | 2.94% | 4 |
|
|
2022
Q3 | $44.2M | Buy |
1,022,751
+4,155
| +0.4% | +$182K | 4.46% | 1 |
|
|
2022
Q2 | $41.3M | Buy |
1,018,596
+935,136
| +1,120% | +$43.1M | 3.82% | 4 |
|
|
2022
Q1 | $4.14M | Sell |
83,460
-768,765
| -90% | -$36.1M | 0.72% | 26 |
|
|
2021
Q4 | $41.3M | Buy |
852,225
+71,271
| +9% | +$3.4M | 2.37% | 6 |
|
|
2021
Q3 | $36.3M | Sell |
780,954
-159,942
| -17% | -$7.71M | 2.45% | 6 |
|
|
2021
Q2 | $44.2M | Buy |
940,896
+27,288
| +3% | +$1.27M | 2.93% | 3 |
|
|
2021
Q1 | $43M | Buy |
913,608
+399,981
| +78% | +$18.5M | 1.5% | 10 |
|
|
2020
Q4 | $24.7M | Buy |
513,627
+167,130
| +48% | +$8.12M | 1.05% | 14 |
|
|
2020
Q3 | $16.2M | Buy |
346,497
+29,139
| +9% | +$1.3M | 0.81% | 22 |
|
|
2020
Q2 | $12.7M | Buy |
317,358
+13,434
| +4% | +$553K | 0.7% | 24 |
|
|
2020
Q1 | $11.5M | Buy |
303,924
+47,580
| +19% | +$1.83M | 0.85% | 19 |
|
|
2019
Q4 | $10.2M | Sell |
256,344
-18,030
| -7% | -$716K | 0.77% | 23 |
|
|
2019
Q3 | $10.9M | Buy |
+274,374
| New | +$10.4M | 0.9% | 16 |
|
|
2019
Q1 | $2.92M | Buy |
89,745
+15,273
| +21% | +$495K | 0.33% | 73 |
|
|
2018
Q4 | $2.31M | Buy |
74,472
+13,689
| +23% | +$439K | 0.33% | 68 |
|
|
2018
Q3 | $1.9M | Buy |
+60,783
| New | +$1.86M | 0.28% | 72 |
|
Other funds holding WMT
Sowell Financial Services's WMT Position: Q2 2026 in Review
Sowell Financial Services reduced its Walmart Inc (WMT) stake by 3.9% in Q2 2026, selling an estimated $684K and leaving 134,295 shares worth $15.2M. The position accounts for 0.5% of the portfolio, ranked #33.
Sowell Financial Services first reported a position in WMT in Q3 2018 and has held it in 31 quarters since. The position peaked at $56.6M in Q2 2023. 4,390 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Sowell Financial Services held 134,295 shares of Walmart Inc worth $15.2M as of Q2 2026.
- Sowell Financial Services sold 5,507 Walmart Inc shares in Q2 2026, an estimated $684K.
- Walmart Inc made up 0.5% of Sowell Financial Services's portfolio in Q2 2026, its #33 holding.
- Sowell Financial Services first reported a position in Walmart Inc in Q3 2018 and has held it in 31 quarters since.
- Sowell Financial Services's Walmart Inc position peaked at $56.6M in Q2 2023.
- 4,390 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.