Transform Wealth’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
Q1 | $19.4M | Buy |
220,655
+2,144
| +1% | +$201K | 1.18% | 17 |
|
|
2024
Q4 | $19.8M | Buy |
218,511
+22,556
| +12% | +$1.96M | 1.1% | 16 |
|
|
2024
Q3 | $15.8M | Buy |
195,955
+5,408
| +3% | +$397K | 1.05% | 17 |
|
|
2024
Q2 | $12.9M | Buy |
190,547
+17,471
| +10% | +$1.1M | 0.97% | 23 |
|
|
2024
Q1 | $10.4M | Buy |
173,076
+168,741
| +3,893% | +$9.65M | 0.99% | 32 |
|
|
2023
Q4 | $229K | Sell |
4,335
-252
| -5% | -$13.3K | 0.02% | 220 |
|
|
2023
Q3 | $244K | Sell |
4,587
-1,914
| -29% | -$102K | 0.03% | 218 |
|
|
2023
Q2 | $341K | Buy |
6,501
+1,074
| +20% | +$54.2K | 0.03% | 208 |
|
|
2023
Q1 | $268K | Buy |
+5,427
| New | +$258K | 0.03% | 221 |
|
|
2022
Q2 | – | Sell |
-10,584
| Closed | -$525K | – | 229 |
|
|
2022
Q1 | $525K | Sell |
10,584
-141,906
| -93% | -$6.66M | 0.06% | 151 |
|
|
2021
Q4 | $7.36M | Sell |
152,490
-27,765
| -15% | -$1.33M | 0.77% | 47 |
|
|
2021
Q3 | $8.38M | Buy |
180,255
+28,464
| +19% | +$1.37M | 0.96% | 35 |
|
|
2021
Q2 | $7.13M | Buy |
151,791
+80,382
| +113% | +$3.74M | 0.87% | 43 |
|
|
2021
Q1 | $3.23M | Buy |
71,409
+8,946
| +14% | +$414K | 0.65% | 56 |
|
|
2020
Q4 | $3M | Sell |
62,463
-68,307
| -52% | -$3.32M | 0.63% | 55 |
|
|
2020
Q3 | $6.1M | Buy |
130,770
+4,782
| +4% | +$213K | 0.98% | 35 |
|
|
2020
Q2 | $5.03M | Buy |
125,988
+11,571
| +10% | +$476K | 0.86% | 46 |
|
|
2020
Q1 | $4.33M | Buy |
114,417
+1,755
| +2% | +$67.5K | 0.92% | 37 |
|
|
2019
Q4 | $4.46M | Sell |
112,662
-1,791
| -2% | -$71.1K | 0.71% | 58 |
|
|
2019
Q3 | $4.53M | Sell |
114,453
-147
| -0.1% | -$5.55K | 0.8% | 47 |
|
|
2019
Q2 | $4.22M | Sell |
114,600
-456
| -0.4% | -$15.7K | 0.62% | 63 |
|
|
2019
Q1 | $3.74M | Buy |
115,056
+630
| +0.6% | +$20.4K | 0.69% | 62 |
|
|
2018
Q4 | $3.55M | Sell |
114,426
-1,602
| -1% | -$51.4K | 0.73% | 59 |
|
|
2018
Q3 | $3.63M | Buy |
116,028
+11,175
| +11% | +$342K | 0.63% | 63 |
|
|
2018
Q2 | $2.99M | Buy |
104,853
+12,264
| +13% | +$349K | 0.54% | 64 |
|
|
2018
Q1 | $2.75M | Buy |
92,589
+9,378
| +11% | +$302K | 0.52% | 70 |
|
|
2017
Q4 | $2.74M | Buy |
83,211
+5,202
| +7% | +$159K | 0.5% | 67 |
|
|
2017
Q3 | $2.03M | Buy |
+78,009
| New | +$2.05M | 0.71% | 41 |
|
|
2016
Q3 | – | Sell |
-19,524
| Closed | -$475K | – | 217 |
|
|
2016
Q2 | $475K | Buy |
+19,524
| New | +$452K | 0.2% | 140 |
|
Other funds holding WMT
Transform Wealth's WMT Position: Q1 2025 in Review
Transform Wealth increased its Walmart Inc (WMT) stake by 0.98% in Q1 2025, buying an estimated $201K and bringing the position to 220,655 shares worth $19.4M. The position accounts for 1.18% of the portfolio, ranked #17.
Transform Wealth first reported a position in WMT in Q2 2016 and has held it in 29 quarters since. The position peaked at $19.8M in Q4 2024. 3,871 funds tracked by Wall St. Rank hold WMT as of Q1 2025.
- Transform Wealth held 220,655 shares of Walmart Inc worth $19.4M as of Q1 2025.
- Transform Wealth bought 2,144 Walmart Inc shares in Q1 2025, an estimated $201K.
- Walmart Inc made up 1.18% of Transform Wealth's portfolio in Q1 2025, its #17 holding.
- Transform Wealth first reported a position in Walmart Inc in Q2 2016 and has held it in 29 quarters since.
- Transform Wealth's Walmart Inc position peaked at $19.8M in Q4 2024.
- 3,871 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.