Transamerica Financial 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
Q1 | $575K | Buy |
4,621
+977
| +27% | +$120K | 0.05% | 275 |
|
|
2025
Q4 | $406K | Buy |
3,644
+2,361
| +184% | +$254K | 0.03% | 279 |
|
|
2025
Q3 | $132K | Buy |
1,283
+983
| +328% | +$97.9K | 0.01% | 373 |
|
|
2025
Q2 | $29.2K | Sell |
300
-31
| -9% | -$2.95K | ﹤0.01% | 326 |
|
|
2025
Q1 | $30K | Sell |
331
-3
| -0.9% | -$281 | ﹤0.01% | 323 |
|
|
2024
Q4 | $31K | Sell |
334
-20
| -6% | -$1.74K | ﹤0.01% | 322 |
|
|
2024
Q3 | $29K | Sell |
354
-1,986
| -85% | -$146K | ﹤0.01% | 319 |
|
|
2024
Q2 | $159K | Hold |
2,340
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $141K | Sell |
2,340
-17,445
| -88% | -$998K | 0.01% | 235 |
|
|
2023
Q4 | $1.04M | Sell |
19,785
-6,333
| -24% | -$335K | 0.14% | 101 |
|
|
2023
Q3 | $1.39M | Sell |
26,118
-906
| -3% | -$48.2K | 0.19% | 97 |
|
|
2023
Q2 | $1.42M | Sell |
27,024
-15,369
| -36% | -$775K | 0.18% | 100 |
|
|
2023
Q1 | $2.08M | Sell |
42,393
-31,689
| -43% | -$1.5M | 0.28% | 61 |
|
|
2022
Q4 | $3.5M | Sell |
74,082
-2,949
| -4% | -$140K | 0.5% | 40 |
|
|
2022
Q3 | $3.33M | Buy |
77,031
+26,154
| +51% | +$1.15M | 0.49% | 34 |
|
|
2022
Q2 | $2.06M | Buy |
+50,877
| New | +$2.35M | 0.29% | 53 |
|
|
2021
Q3 | – | Sell |
-36
| Closed | -$2K | – | 204 |
|
|
2021
Q2 | $2K | Buy |
36
+3
| +9% | +$140 | 0.05% | 76 |
|
|
2021
Q1 | $2K | Sell |
33
-9
| -21% | -$417 | 0.05% | 114 |
|
|
2020
Q4 | $2K | Hold |
42
| – | – | 0.04% | 109 |
|
|
2020
Q3 | $2K | Sell |
42
-75,702
| -100% | -$3.37M | 0.04% | 131 |
|
|
2020
Q2 | $3.02M | Buy |
75,744
+75,729
| +504,860% | +$3.11M | 0.66% | 38 |
|
|
2020
Q1 | $1K | Buy |
15
+3
| +25% | +$115 | 0.02% | 118 |
|
|
2019
Q4 | $1K | Buy |
+12
| New | +$477 | 0.01% | 130 |
|
|
2019
Q3 | – | Sell |
-49,587
| Closed | -$1.83M | – | 529 |
|
|
2019
Q2 | $1.83M | Buy |
+49,587
| New | +$1.71M | 0.39% | 61 |
|
|
2019
Q1 | – | Sell |
-45,435
| Closed | -$1.41M | – | 465 |
|
|
2018
Q4 | $1.41M | Sell |
45,435
-11,040
| -20% | -$354K | 0.36% | 64 |
|
|
2018
Q3 | $1.77M | Buy |
56,475
+519
| +0.9% | +$15.9K | 0.38% | 69 |
|
|
2018
Q2 | $1.6M | Sell |
55,956
-292,683
| -84% | -$8.32M | 0.35% | 69 |
|
|
2018
Q1 | $10.3M | Sell |
348,639
-13,893
| -4% | -$447K | 1.53% | 8 |
|
|
2017
Q4 | $11.9M | Buy |
362,532
+28,641
| +9% | +$876K | 1.58% | 5 |
|
|
2017
Q3 | $8.7M | Buy |
333,891
+5,598
| +2% | +$147K | 1.07% | 16 |
|
|
2017
Q2 | $8.28M | Sell |
328,293
-114,114
| -26% | -$2.9M | 1.12% | 16 |
|
|
2017
Q1 | $10.6M | Buy |
442,407
+127,659
| +41% | +$2.94M | 1.27% | 12 |
|
|
2016
Q4 | $7.25M | Buy |
314,748
+185,301
| +143% | +$4.32M | 0.86% | 32 |
|
|
2016
Q3 | $3.11M | Buy |
129,447
+11,529
| +10% | +$280K | 0.34% | 86 |
|
|
2016
Q2 | $2.87M | Sell |
117,918
-2,271
| -2% | -$52.6K | 0.29% | 87 |
|
|
2016
Q1 | $2.74M | Buy |
120,189
+115,497
| +2,462% | +$2.53M | 0.23% | 95 |
|
|
2015
Q4 | $96K | Sell |
4,692
-144,495
| -97% | -$2.9M | 0.01% | 344 |
|
|
2015
Q3 | $3.23M | Buy |
149,187
+4,488
| +3% | +$103K | 0.26% | 80 |
|
|
2015
Q2 | $3.42M | Buy |
144,699
+9,564
| +7% | +$244K | 0.25% | 84 |
|
|
2015
Q1 | $3.71M | Buy |
135,135
+20,604
| +18% | +$585K | 0.26% | 68 |
|
|
2014
Q4 | $3.28M | Buy |
114,531
+10,908
| +11% | +$295K | 0.26% | 52 |
|
|
2014
Q3 | $2.64M | Buy |
103,623
+2,538
| +3% | +$64.1K | 0.24% | 59 |
|
|
2014
Q2 | $2.53M | Buy |
101,085
+3,849
| +4% | +$98.9K | 0.22% | 66 |
|
|
2014
Q1 | $2.48M | Buy |
97,236
+39,006
| +67% | +$980K | 0.25% | 57 |
|
|
2013
Q4 | $1.53M | Buy |
58,230
+9,366
| +19% | +$242K | 0.17% | 73 |
|
|
2013
Q3 | $1.21M | Buy |
48,864
+11,436
| +31% | +$288K | 0.16% | 87 |
|
|
2013
Q2 | $930K | Buy |
+37,428
| New | +$959K | 0.15% | 78 |
|
Other funds holding WMT
VCM
VPM
Transamerica Financial Advisors's WMT Position: Q1 2026 in Review
Transamerica Financial Advisors increased its Walmart Inc (WMT) stake by 27% in Q1 2026, buying an estimated $120K and bringing the position to 4,621 shares worth $575K. The position accounts for 0.05% of the portfolio, ranked #275.
Transamerica Financial Advisors first reported a position in WMT in Q2 2013 and has held it in 47 quarters since. The position peaked at $11.9M in Q4 2017. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Transamerica Financial Advisors held 4,621 shares of Walmart Inc worth $575K as of Q1 2026.
- Transamerica Financial Advisors bought 977 Walmart Inc shares in Q1 2026, an estimated $120K.
- Walmart Inc made up 0.05% of Transamerica Financial Advisors's portfolio in Q1 2026, its #275 holding.
- Transamerica Financial Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 47 quarters since.
- Transamerica Financial Advisors's Walmart Inc position peaked at $11.9M in Q4 2017.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.