Summit Securities Group’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,000
| Closed | -$259K | – | 1413 |
|
|
2022
Q3 | $259K | Buy |
+6,000
| New | +$263K | 0.02% | 377 |
|
|
2022
Q2 | – | Sell |
-5,700
| Closed | -$283K | – | 1256 |
|
|
2022
Q1 | $283K | Sell |
5,700
-17,700
| -76% | -$831K | 0.03% | 313 |
|
|
2021
Q4 | $1.13M | Buy |
23,400
+23,220
| +12,900% | +$1.11M | 0.05% | 231 |
|
|
2021
Q3 | $836K | Buy |
+180
| New | +$8.67K | 0.07% | 291 |
|
|
2021
Q1 | – | Sell |
-1,509
| Closed | -$7.25M | – | 802 |
|
|
2020
Q4 | $7.25M | Buy |
+1,509
| New | +$73.3K | 0.61% | 32 |
|
|
2020
Q1 | – | Sell |
-324
| Closed | -$1.28M | – | 498 |
|
|
2019
Q4 | $1.28M | Buy |
+324
| New | +$12.9K | 0.1% | 182 |
|
|
2019
Q3 | – | Sell |
-150
| Closed | -$552K | – | 428 |
|
|
2019
Q2 | $552K | Buy |
+150
| New | +$5.17K | 0.06% | 197 |
|
|
2019
Q1 | – | Sell |
-180
| Closed | -$559K | – | 351 |
|
|
2018
Q4 | $559K | Buy |
+180
| New | +$5.77K | 0.05% | 191 |
|
|
2017
Q4 | – | Sell |
-2,922
| Closed | -$7.61M | – | 267 |
|
|
2017
Q3 | $7.61M | Buy |
2,922
+2,673
| +1,073% | +$70.1K | 1.3% | 8 |
|
|
2017
Q2 | $628K | Buy |
249
+102
| +69% | +$2.59K | 0.11% | 112 |
|
|
2017
Q1 | $353K | Sell |
147
-114
| -44% | -$2.62K | 0.1% | 205 |
|
|
2016
Q4 | $601K | Sell |
261
-63
| -19% | -$1.47K | 0.13% | 143 |
|
|
2016
Q3 | $779K | Buy |
+324
| New | +$7.86K | 0.26% | 50 |
|
|
2016
Q1 | – | Sell |
-981
| Closed | -$2K | – | 340 |
|
|
2015
Q4 | $2K | Buy |
981
+198
| +25% | +$3.97K | ﹤0.01% | 262 |
|
|
2015
Q3 | $17K | Buy |
+783
| New | +$18K | 0.01% | 224 |
|
|
2015
Q2 | – | Sell |
-657
| Closed | -$1K | – | 598 |
|
|
2015
Q1 | $1K | Buy |
+657
| New | +$18.6K | ﹤0.01% | 357 |
|
|
2014
Q4 | – | Sell |
-483
| Closed | -$1K | – | 744 |
|
|
2014
Q3 | $1K | Buy |
+483
| New | +$12.2K | ﹤0.01% | 661 |
|
|
2014
Q1 | – | Sell |
-4,503
| Closed | -$2K | – | 604 |
|
|
2013
Q4 | $2K | Buy |
4,503
+48
| +1% | +$1.24K | ﹤0.01% | 440 |
|
|
2013
Q3 | $15K | Buy |
4,455
+96
| +2% | +$2.42K | 0.01% | 245 |
|
|
2013
Q2 | $19K | Buy |
+4,359
| New | +$112K | 0.01% | 256 |
|
Other funds holding WMT
VCM
VPM
Summit Securities Group's WMT Position: Q1 2026 in Review
Summit Securities Group sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 124,255 shares — an estimated $13.8M sold.
Summit Securities Group first reported a position in WMT in Q2 2013 and held it in 41 quarters. The position peaked at $13.8M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Summit Securities Group reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
- Summit Securities Group sold 124,255 Walmart Inc shares in Q1 2026, an estimated $13.8M.
- Summit Securities Group first reported a position in Walmart Inc in Q2 2013 and held it in 41 quarters.
- Summit Securities Group's Walmart Inc position peaked at $13.8M in Q4 2025.
- 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.