Strategic 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
Q1 | $843K | Buy |
6,783
+73
| +1% | +$8.96K | 0.04% | 84 |
|
|
2025
Q4 | $880K | Hold |
6,710
| – | – | 0.04% | 80 |
|
|
2025
Q3 | $692K | Buy |
6,710
+175
| +3% | +$17.4K | 0.03% | 78 |
|
|
2025
Q2 | $639K | Buy |
6,535
+57
| +0.9% | +$5.43K | 0.03% | 80 |
|
|
2025
Q1 | $569K | Buy |
6,478
+24
| +0.4% | +$2.25K | 0.03% | 79 |
|
|
2024
Q4 | $583K | Buy |
6,454
+370
| +6% | +$32.1K | 0.03% | 81 |
|
|
2024
Q3 | $491K | Hold |
6,084
| – | – | 0.03% | 93 |
|
|
2024
Q2 | $412K | Buy |
+6,084
| New | +$383K | 0.03% | 96 |
|
|
2020
Q1 | – | Sell |
-82,098
| Closed | -$3.25M | – | 140 |
|
|
2019
Q4 | $3.25M | Sell |
82,098
-14,205
| -15% | -$564K | 0.37% | 69 |
|
|
2019
Q3 | $3.81M | Sell |
96,303
-1,890
| -2% | -$71.3K | 0.49% | 64 |
|
|
2019
Q2 | $3.62M | Sell |
98,193
-1,740
| -2% | -$60K | 0.48% | 60 |
|
|
2019
Q1 | $3.25M | Sell |
99,933
-882
| -0.9% | -$28.6K | 0.45% | 63 |
|
|
2018
Q4 | $3.13M | Buy |
100,815
+519
| +0.5% | +$16.6K | 0.49% | 58 |
|
|
2018
Q3 | $3.14M | Sell |
100,296
-2,595
| -3% | -$79.4K | 0.47% | 62 |
|
|
2018
Q2 | $2.94M | Buy |
102,891
+147
| +0.1% | +$4.18K | 0.45% | 66 |
|
|
2018
Q1 | $3.05M | Buy |
102,744
+522
| +0.5% | +$16.8K | 0.5% | 63 |
|
|
2017
Q4 | $3.37M | Sell |
102,222
-300
| -0.3% | -$9.18K | 0.53% | 64 |
|
|
2017
Q3 | $2.67M | Buy |
102,522
+195
| +0.2% | +$5.12K | 0.44% | 73 |
|
|
2017
Q2 | $2.58M | Buy |
102,327
+531
| +0.5% | +$13.5K | 0.45% | 75 |
|
|
2017
Q1 | $2.45M | Buy |
101,796
+420
| +0.4% | +$9.67K | 0.44% | 77 |
|
|
2016
Q4 | $2.34M | Buy |
101,376
+117
| +0.1% | +$2.73K | 0.45% | 78 |
|
|
2016
Q3 | $2.43M | Buy |
101,259
+600
| +0.6% | +$14.6K | 0.48% | 77 |
|
|
2016
Q2 | $2.45M | Sell |
100,659
-47,280
| -32% | -$1.09M | 0.49% | 77 |
|
|
2016
Q1 | $3.38M | Buy |
147,939
+33,510
| +29% | +$735K | 0.78% | 45 |
|
|
2015
Q4 | $2.34M | Sell |
114,429
-4,215
| -4% | -$84.6K | 0.61% | 74 |
|
|
2015
Q3 | $2.56M | Buy |
118,644
+4,530
| +4% | +$104K | 0.71% | 64 |
|
|
2015
Q2 | $2.7M | Buy |
114,114
+40,500
| +55% | +$1.03M | 0.76% | 62 |
|
|
2015
Q1 | $2.02M | Sell |
73,614
-201
| -0.3% | -$5.7K | 0.52% | 82 |
|
|
2014
Q4 | $2.11M | Sell |
73,815
-150
| -0.2% | -$4.05K | 0.57% | 83 |
|
|
2014
Q3 | $1.89M | Buy |
73,965
+3,465
| +5% | +$87.5K | 0.53% | 86 |
|
|
2014
Q2 | $1.76M | Buy |
+70,500
| New | +$1.81M | 0.49% | 86 |
|
Other funds holding WMT
VCM
VPM
Strategic Financial Services's WMT Position: Q1 2026 in Review
Strategic Financial Services increased its Walmart Inc (WMT) stake by 1.1% in Q1 2026, buying an estimated $8.96K and bringing the position to 6,783 shares worth $843K. The position accounts for 0.04% of the portfolio, ranked #84.
Strategic Financial Services first reported a position in WMT in Q2 2014 and has held it in 31 quarters since. The position peaked at $3.81M in Q3 2019. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Strategic Financial Services held 6,783 shares of Walmart Inc worth $843K as of Q1 2026.
- Strategic Financial Services bought 73 Walmart Inc shares in Q1 2026, an estimated $8.96K.
- Walmart Inc made up 0.04% of Strategic Financial Services's portfolio in Q1 2026, its #84 holding.
- Strategic Financial Services first reported a position in Walmart Inc in Q2 2014 and has held it in 31 quarters since.
- Strategic Financial Services's Walmart Inc position peaked at $3.81M in Q3 2019.
- 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.