Tandem Investment Advisors’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 | $486K | Sell |
4,291
-1,201
| -22% | -$149K | 0.03% | 51 |
|
|
2026
Q1 | $683K | Sell |
5,492
-3,176
| -37% | -$390K | 0.03% | 48 |
|
|
2025
Q4 | $966K | Sell |
8,668
-3,365
| -28% | -$361K | 0.04% | 44 |
|
|
2025
Q3 | $1.24M | Buy |
12,033
+1,087
| +10% | +$108K | 0.04% | 47 |
|
|
2025
Q2 | $1.07M | Sell |
10,946
-1,034
| -9% | -$98.5K | 0.04% | 45 |
|
|
2025
Q1 | $1.05M | Sell |
11,980
-6,563
| -35% | -$616K | 0.04% | 46 |
|
|
2024
Q4 | $1.68M | Buy |
18,543
+1,249
| +7% | +$108K | 0.06% | 43 |
|
|
2024
Q3 | $1.4M | Buy |
17,294
+3,208
| +23% | +$236K | 0.05% | 46 |
|
|
2024
Q2 | $954K | Sell |
14,086
-981
| -7% | -$61.8K | 0.04% | 47 |
|
|
2024
Q1 | $907K | Sell |
15,067
-5,636
| -27% | -$322K | 0.04% | 49 |
|
|
2023
Q4 | $1.09M | Sell |
20,703
-1,440
| -7% | -$76.2K | 0.04% | 50 |
|
|
2023
Q3 | $1.18M | Buy |
+22,143
| New | +$1.18M | 0.05% | 51 |
|
|
2023
Q2 | – | Sell |
-4,344
| Closed | -$213K | – | 80 |
|
|
2023
Q1 | $213K | Sell |
4,344
-2,025
| -32% | -$96.1K | 0.01% | 73 |
|
|
2022
Q4 | $301K | Buy |
6,369
+1,668
| +35% | +$79.2K | 0.02% | 70 |
|
|
2022
Q3 | $203K | Sell |
4,701
-399
| -8% | -$17.5K | 0.01% | 80 |
|
|
2022
Q2 | $207K | Buy |
5,100
+603
| +13% | +$27.8K | 0.01% | 76 |
|
|
2022
Q1 | $223K | Sell |
4,497
-4,716
| -51% | -$221K | 0.01% | 67 |
|
|
2021
Q4 | $444K | Sell |
9,213
-216
| -2% | -$10.3K | 0.03% | 58 |
|
|
2021
Q3 | $438K | Buy |
9,429
+1,689
| +22% | +$81.4K | 0.04% | 53 |
|
|
2021
Q2 | $364K | Sell |
7,740
-1,509
| -16% | -$70.3K | 0.03% | 54 |
|
|
2021
Q1 | $419K | Sell |
9,249
-129
| -1% | -$5.97K | 0.04% | 50 |
|
|
2020
Q4 | $451K | Buy |
9,378
+159
| +2% | +$7.72K | 0.05% | 50 |
|
|
2020
Q3 | $430K | Sell |
9,219
-21
| -0.2% | -$934 | 0.05% | 48 |
|
|
2020
Q2 | $369K | Buy |
9,240
+2,673
| +41% | +$110K | 0.05% | 52 |
|
|
2020
Q1 | $249K | Buy |
6,567
+642
| +11% | +$24.7K | 0.04% | 57 |
|
|
2019
Q4 | $235K | Sell |
5,925
-3
| -0.1% | -$119 | 0.04% | 61 |
|
|
2019
Q3 | $234K | Sell |
5,928
-420
| -7% | -$15.9K | 0.04% | 56 |
|
|
2019
Q2 | $234K | Buy |
6,348
+153
| +2% | +$5.27K | 0.04% | 59 |
|
|
2019
Q1 | $201K | Buy |
+6,195
| New | +$201K | 0.04% | 69 |
|
Other funds holding WMT
Tandem Investment Advisors's WMT Position: Q2 2026 in Review
Tandem Investment Advisors reduced its Walmart Inc (WMT) stake by 22% in Q2 2026, selling an estimated $149K and leaving 4,291 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #51.
Tandem Investment Advisors first reported a position in WMT in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.68M in Q4 2024. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Tandem Investment Advisors held 4,291 shares of Walmart Inc worth $486K as of Q2 2026.
- Tandem Investment Advisors sold 1,201 Walmart Inc shares in Q2 2026, an estimated $149K.
- Walmart Inc made up 0.03% of Tandem Investment Advisors's portfolio in Q2 2026, its #51 holding.
- Tandem Investment Advisors first reported a position in Walmart Inc in Q1 2019 and has held it in 29 quarters since.
- Tandem Investment Advisors's Walmart Inc position peaked at $1.68M in Q4 2024.
- 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.