Stack Financial 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 | $125M | Sell |
1,008,421
-10,081
| -1% | -$1.24M | 9.21% | 2 |
|
|
2025
Q4 | $113M | Sell |
1,018,502
-28,494
| -3% | -$3.06M | 8.65% | 1 |
|
|
2025
Q3 | $108M | Sell |
1,046,996
-6,592
| -0.6% | -$656K | 8.95% | 2 |
|
|
2025
Q2 | $103M | Sell |
1,053,588
-20,094
| -2% | -$1.91M | 9.1% | 2 |
|
|
2025
Q1 | $94.3M | Sell |
1,073,682
-10,078
| -0.9% | -$945K | 7.85% | 1 |
|
|
2024
Q4 | $97.9M | Sell |
1,083,760
-15,900
| -1% | -$1.38M | 8.95% | 2 |
|
|
2024
Q3 | $88.8M | Buy |
1,099,660
+300
| +0% | +$22K | 7.97% | 2 |
|
|
2024
Q2 | $74.4M | Sell |
1,099,360
-1,803
| -0.2% | -$114K | 6.89% | 2 |
|
|
2024
Q1 | $66.3M | Sell |
1,101,163
-6,797
| -0.6% | -$389K | 6.08% | 2 |
|
|
2023
Q4 | $58.2M | Sell |
1,107,960
-22,221
| -2% | -$1.18M | 6.58% | 2 |
|
|
2023
Q3 | $60.2M | Buy |
1,130,181
+4,614
| +0.4% | +$246K | 7.02% | 2 |
|
|
2023
Q2 | $59M | Buy |
1,125,567
+9,705
| +0.9% | +$490K | 6.6% | 2 |
|
|
2023
Q1 | $54.8M | Buy |
1,115,862
+22,749
| +2% | +$1.08M | 6.67% | 2 |
|
|
2022
Q4 | $51.7M | Buy |
1,093,113
+10,527
| +1% | +$500K | 5.2% | 4 |
|
|
2022
Q3 | $46.8M | Buy |
1,082,586
+1,542
| +0.1% | +$67.5K | 4.91% | 4 |
|
|
2022
Q2 | $43.8M | Sell |
1,081,044
-8,259
| -0.8% | -$381K | 4.36% | 4 |
|
|
2022
Q1 | $54.1M | Buy |
1,089,303
+13,734
| +1% | +$645K | 4.35% | 3 |
|
|
2021
Q4 | $51.9M | Buy |
1,075,569
+3,195
| +0.3% | +$153K | 4.48% | 4 |
|
|
2021
Q3 | $49.8M | Sell |
1,072,374
-3,888
| -0.4% | -$187K | 4.75% | 4 |
|
|
2021
Q2 | $50.6M | Buy |
1,076,262
+12,309
| +1% | +$573K | 4.35% | 3 |
|
|
2021
Q1 | $48.2M | Buy |
1,063,953
+9,510
| +0.9% | +$441K | 4.07% | 4 |
|
|
2020
Q4 | $50.7M | Buy |
1,054,443
+98,049
| +10% | +$4.76M | 4.47% | 2 |
|
|
2020
Q3 | $44.6M | Buy |
956,394
+21,012
| +2% | +$934K | 4.48% | 3 |
|
|
2020
Q2 | $37.3M | Buy |
935,382
+1,257
| +0.1% | +$51.7K | 4.25% | 5 |
|
|
2020
Q1 | $35.4M | Sell |
934,125
-9,363
| -1% | -$360K | 5.55% | 3 |
|
|
2019
Q4 | $37.4M | Sell |
943,488
-9,942
| -1% | -$395K | 4.02% | 6 |
|
|
2019
Q3 | $37.7M | Buy |
953,430
+6,429
| +0.7% | +$243K | 4.49% | 5 |
|
|
2019
Q2 | $34.9M | Sell |
947,001
-18,051
| -2% | -$622K | 3.91% | 5 |
|
|
2019
Q1 | $31.4M | Buy |
965,052
+45,624
| +5% | +$1.48M | 3.76% | 8 |
|
|
2018
Q4 | $28.5M | Buy |
+919,428
| New | +$29.5M | 3.51% | 5 |
|
|
2015
Q4 | – | Sell |
-518,793
| Closed | -$11.2M | – | 53 |
|
|
2015
Q3 | $11.2M | Buy |
518,793
+4,275
| +0.8% | +$98.1K | 1.57% | 33 |
|
|
2015
Q2 | $12.2M | Buy |
514,518
+14,700
| +3% | +$375K | 1.48% | 41 |
|
|
2015
Q1 | $13.7M | Buy |
499,818
+10,695
| +2% | +$303K | 1.65% | 32 |
|
|
2014
Q4 | $14M | Buy |
489,123
+5,415
| +1% | +$146K | 1.62% | 31 |
|
|
2014
Q3 | $12.3M | Buy |
483,708
+2,640
| +0.5% | +$66.7K | 1.57% | 34 |
|
|
2014
Q2 | $12M | Buy |
481,068
+14,550
| +3% | +$374K | 1.47% | 40 |
|
|
2014
Q1 | $11.9M | Buy |
466,518
+2,055
| +0.4% | +$51.6K | 1.52% | 32 |
|
|
2013
Q4 | $12.2M | Buy |
464,463
+1,125
| +0.2% | +$29.1K | 1.62% | 32 |
|
|
2013
Q3 | $11.4M | Buy |
463,338
+17,643
| +4% | +$445K | 1.64% | 30 |
|
|
2013
Q2 | $11.1M | Buy |
+445,695
| New | +$11.4M | 1.58% | 31 |
|
Other funds holding WMT
VCM
VPM
Stack Financial Management's WMT Position: Q1 2026 in Review
Stack Financial Management reduced its Walmart Inc (WMT) stake by 0.99% in Q1 2026, selling an estimated $1.24M and leaving 1,008,421 shares worth $125M. The position accounts for 9.21% of the portfolio, ranked #2.
Stack Financial Management first reported a position in WMT in Q2 2013 and has held it in 40 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Stack Financial Management held 1,008,421 shares of Walmart Inc worth $125M as of Q1 2026.
- Stack Financial Management sold 10,081 Walmart Inc shares in Q1 2026, an estimated $1.24M.
- Walmart Inc made up 9.21% of Stack Financial Management's portfolio in Q1 2026, its #2 holding.
- Stack Financial Management first reported a position in Walmart Inc in Q2 2013 and has held it in 40 quarters since.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.