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Tompkins Financial’s Walmart Inc WMT Stock Holding History

Tompkins Financial’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.5M Sell
225,125
-16,702
-7% -$2.07M 1.78% 16
2026
Q1 		$30.1M Sell
241,827
-7,295
-3% -$896K 2.39% 11
2025
Q4 		$27.8M Sell
249,122
-8,660
-3% -$930K 2.16% 13
2025
Q3 		$26.6M Sell
257,782
-6,467
-2% -$644K 2.22% 10
2025
Q2 		$25.8M Sell
264,249
-12,062
-4% -$1.15M 2.38% 9
2025
Q1 		$24.3M Sell
276,311
-5,266
-2% -$494K 2.32% 10
2024
Q4 		$25.4M Sell
281,577
-1,620
-0.6% -$141K 2.37% 8
2024
Q3 		$22.9M Sell
283,197
-2,355
-0.8% -$173K 2.19% 8
2024
Q2 		$19.3M Sell
285,552
-4,688
-2% -$295K 2.02% 8
2024
Q1 		$17.5M Buy
290,240
+5,102
+2% +$292K 1.98% 10
2023
Q4 		$15M Buy
285,138
+25,620
+10% +$1.36M 1.81% 10
2023
Q3 		$13.8M Buy
259,518
+23,709
+10% +$1.26M 2.18% 7
2023
Q2 		$12.4M Buy
235,809
+14,112
+6% +$712K 1.93% 9
2023
Q1 		$10.9M Sell
221,697
-792
-0.4% -$37.6K 1.77% 9
2022
Q4 		$10.5M Sell
222,489
-5,415
-2% -$257K 1.66% 10
2022
Q3 		$9.85M Buy
227,904
+741
+0.3% +$32.5K 1.66% 9
2022
Q2 		$9.21M Buy
227,163
+10,206
+5% +$471K 1.48% 12
2022
Q1 		$10.8M Buy
216,957
+26,358
+14% +$1.24M 1.52% 9
2021
Q4 		$9.19M Buy
190,599
+1,956
+1% +$93.4K 1.63% 14
2021
Q3 		$8.76M Buy
+188,643
New +$9.09M 1.6% 15
2021
Q1 		$8.39M Buy
185,274
+4,278
+2% +$198K 1.42% 14
2020
Q4 		$8.7M Buy
180,996
+9,798
+6% +$476K 1.56% 11
2020
Q3 		$7.98M Buy
171,198
+2,082
+1% +$92.6K 1.54% 13
2020
Q2 		$6.75M Buy
169,116
+13,770
+9% +$566K 1.42% 14
2020
Q1 		$5.88M Sell
155,346
-390
-0.3% -$15K 1.36% 14
2019
Q4 		$6.17M Buy
155,736
+12,555
+9% +$499K 1.13% 20
2019
Q3 		$5.66M Buy
143,181
+1,302
+0.9% +$49.1K 1.15% 22
2019
Q2 		$5.23M Buy
141,879
+34,257
+32% +$1.18M 1.05% 24
2019
Q1 		$3.5M Buy
107,622
+23,496
+28% +$762K 0.66% 41
2018
Q4 		$2.61M Buy
84,126
+10,872
+15% +$349K 0.58% 46
2018
Q3 		$2.29M Buy
73,254
+45,996
+169% +$1.41M 0.47% 61
2018
Q2 		$778K Buy
27,258
+3,777
+16% +$107K 0.17% 92
2018
Q1 		$696K Sell
23,481
-150
-0.6% -$4.83K 0.16% 96
2017
Q4 		$778K Buy
23,631
+330
+1% +$10.1K 0.18% 89
2017
Q3 		$607K Hold
23,301
– – 0.14% 100
2017
Q2 		$587K Sell
23,301
-195
-0.8% -$4.95K 0.15% 97
2017
Q1 		$565K Sell
23,496
-243
-1% -$5.59K 0.14% 97
2016
Q4 		$546K Sell
23,739
-84
-0.4% -$1.96K 0.14% 97
2016
Q3 		$573K Sell
23,823
-9,342
-28% -$227K 0.16% 87
2016
Q2 		$807K Sell
33,165
-82,353
-71% -$1.91M 0.24% 79
2016
Q1 		$2.64M Buy
115,518
+43,686
+61% +$958K 0.83% 31
2015
Q4 		$1.47M Buy
71,832
+43,335
+152% +$869K 0.47% 56
2015
Q3 		$616K Sell
28,497
-3
-0% -$69 0.2% 92
2015
Q2 		$674K Sell
28,500
-381
-1% -$9.71K 0.18% 90
2015
Q1 		$792K Buy
28,881
+99
+0.3% +$2.81K 0.2% 86
2014
Q4 		$824K Sell
28,782
-1,680
-6% -$45.4K 0.21% 84
2014
Q3 		$777K Sell
30,462
-1,059
-3% -$26.7K 0.2% 97
2014
Q2 		$789K Buy
31,521
+240
+0.8% +$6.17K 0.2% 98
2014
Q1 		$797K Sell
31,281
-420
-1% -$10.5K 0.2% 96
2013
Q4 		$831K Sell
31,701
-195
-0.6% -$5.04K 0.22% 93
2013
Q3 		$786K Buy
31,896
+63
+0.2% +$1.59K 0.22% 88
2013
Q2 		$790K Buy
+31,833
New +$816K 0.24% 80

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return