Tortoise Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-848
| Closed | -$87.4K | – | 1460 |
|
|
2025
Q3 | $87.4K | Buy |
848
+104
| +14% | +$10.4K | 0.01% | 326 |
|
|
2025
Q2 | $72.7K | Buy |
744
+415
| +126% | +$39.5K | 0.01% | 334 |
|
|
2025
Q1 | $28.9K | Hold |
329
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $29.7K | Hold |
329
| – | – | ﹤0.01% | 497 |
|
|
2024
Q3 | $26.6K | Buy |
329
+47
| +17% | +$3.45K | ﹤0.01% | 517 |
|
|
2024
Q2 | $19.1K | Hold |
282
| – | – | ﹤0.01% | 535 |
|
|
2024
Q1 | $17K | Buy |
282
+120
| +74% | +$6.87K | ﹤0.01% | 542 |
|
|
2023
Q4 | $8.51K | Hold |
162
| – | – | ﹤0.01% | 599 |
|
|
2023
Q3 | $8.64K | Buy |
162
+12
| +8% | +$639 | ﹤0.01% | 578 |
|
|
2023
Q2 | $7.86K | Hold |
150
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $7.37K | Hold |
150
| – | – | ﹤0.01% | 582 |
|
|
2022
Q4 | $7.09K | Hold |
150
| – | – | ﹤0.01% | 579 |
|
|
2022
Q3 | $6K | Sell |
150
-171
| -53% | -$7.49K | ﹤0.01% | 596 |
|
|
2022
Q2 | $13K | Hold |
321
| – | – | ﹤0.01% | 491 |
|
|
2022
Q1 | $16K | Hold |
321
| – | – | ﹤0.01% | 458 |
|
|
2021
Q4 | $15K | Buy |
321
+171
| +114% | +$8.16K | ﹤0.01% | 437 |
|
|
2021
Q3 | $7K | Sell |
150
-189
| -56% | -$9.11K | ﹤0.01% | 506 |
|
|
2021
Q2 | $16K | Hold |
339
| – | – | ﹤0.01% | 414 |
|
|
2021
Q1 | $15K | Buy |
339
+75
| +28% | +$3.47K | ﹤0.01% | 394 |
|
|
2020
Q4 | $13K | Sell |
264
-336
| -56% | -$16.3K | ﹤0.01% | 388 |
|
|
2020
Q3 | $28K | Buy |
+600
| New | +$26.7K | 0.01% | 276 |
|
|
2018
Q1 | – | Sell |
-10,017
| Closed | -$330K | – | 570 |
|
|
2017
Q4 | $330K | Hold |
10,017
| – | – | 0.09% | 109 |
|
|
2017
Q3 | $261K | Hold |
10,017
| – | – | 0.08% | 119 |
|
|
2017
Q2 | $253K | Sell |
10,017
-531
| -5% | -$13.5K | 0.08% | 111 |
|
|
2017
Q1 | $253K | Buy |
10,548
+423
| +4% | +$9.73K | 0.08% | 105 |
|
|
2016
Q4 | $233K | Sell |
10,125
-2,346
| -19% | -$54.8K | 0.08% | 100 |
|
|
2016
Q3 | $300K | Sell |
12,471
-7,464
| -37% | -$181K | 0.1% | 86 |
|
|
2016
Q2 | $485K | Buy |
19,935
+6,330
| +47% | +$147K | 0.17% | 71 |
|
|
2016
Q1 | $311K | Sell |
13,605
-3,603
| -21% | -$79K | 0.11% | 92 |
|
|
2015
Q4 | $352K | Hold |
17,208
| – | – | 0.13% | 86 |
|
|
2015
Q3 | $372K | Hold |
17,208
| – | – | 0.14% | 85 |
|
|
2015
Q2 | $407K | Sell |
17,208
-300
| -2% | -$7.65K | 0.15% | 81 |
|
|
2015
Q1 | $480K | Sell |
17,508
-2,040
| -10% | -$57.9K | 0.18% | 74 |
|
|
2014
Q4 | $560K | Hold |
19,548
| – | – | 0.22% | 64 |
|
|
2014
Q3 | $498K | Hold |
19,548
| – | – | 0.21% | 61 |
|
|
2014
Q2 | $489K | Buy |
19,548
+420
| +2% | +$10.8K | 0.2% | 64 |
|
|
2014
Q1 | $487K | Hold |
19,128
| – | – | 0.22% | 63 |
|
|
2013
Q4 | $502K | Sell |
19,128
-372
| -2% | -$9.61K | 0.28% | 56 |
|
|
2013
Q3 | $481K | Buy |
19,500
+6,375
| +49% | +$161K | 0.29% | 56 |
|
|
2013
Q2 | $326K | Buy |
+13,125
| New | +$336K | 0.22% | 62 |
|
Other funds holding WMT
Tortoise Investment Management's WMT Position: Q4 2025 in Review
Tortoise Investment Management sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 848 shares — an estimated $87.4K sold.
Tortoise Investment Management first reported a position in WMT in Q2 2013 and held it in 40 quarters. The position peaked at $560K in Q4 2014. 4,394 funds tracked by Wall St. Rank hold WMT as of Q4 2025.
- Tortoise Investment Management reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 848 Walmart Inc shares in Q4 2025, an estimated $87.4K.
- Tortoise Investment Management first reported a position in Walmart Inc in Q2 2013 and held it in 40 quarters.
- Tortoise Investment Management's Walmart Inc position peaked at $560K in Q4 2014.
- 4,394 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.