Valeo 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
Q2 | $12.5M | Sell |
110,565
-518
| -0.5% | -$64.3K | 0.26% | 41 |
|
|
2026
Q1 | $13.8M | Sell |
111,083
-34,365
| -24% | -$4.22M | 0.33% | 37 |
|
|
2025
Q4 | $16.2M | Sell |
145,448
-1,338
| -0.9% | -$144K | 0.36% | 36 |
|
|
2025
Q3 | $15.1M | Sell |
146,786
-1,344
| -0.9% | -$134K | 0.34% | 34 |
|
|
2025
Q2 | $14.5M | Buy |
148,130
+4,979
| +3% | +$474K | 0.36% | 36 |
|
|
2025
Q1 | $12.6M | Sell |
143,151
-1,143
| -0.8% | -$107K | 0.35% | 37 |
|
|
2024
Q4 | $13M | Buy |
144,294
+1,120
| +0.8% | +$97.2K | 0.36% | 35 |
|
|
2024
Q3 | $11.6M | Sell |
143,174
-612
| -0.4% | -$44.9K | 0.33% | 39 |
|
|
2024
Q2 | $9.74M | Buy |
143,786
+397
| +0.3% | +$25K | 0.3% | 41 |
|
|
2024
Q1 | $8.58M | Buy |
143,389
+7,234
| +5% | +$414K | 0.31% | 43 |
|
|
2023
Q4 | $7.15M | Sell |
136,155
-1,038
| -0.8% | -$54.9K | 0.29% | 49 |
|
|
2023
Q3 | $7.31M | Buy |
137,193
+5,475
| +4% | +$291K | 0.33% | 41 |
|
|
2023
Q2 | $6.9M | Buy |
131,718
+4,044
| +3% | +$204K | 0.32% | 45 |
|
|
2023
Q1 | $6.28M | Buy |
127,674
+5,793
| +5% | +$275K | 0.3% | 49 |
|
|
2022
Q4 | $5.76M | Buy |
121,881
+9,411
| +8% | +$447K | 0.32% | 48 |
|
|
2022
Q3 | $4.86M | Buy |
112,470
+4,953
| +5% | +$217K | 0.31% | 50 |
|
|
2022
Q2 | $4.36M | Sell |
107,517
-7,047
| -6% | -$325K | 0.27% | 58 |
|
|
2022
Q1 | $5.69M | Buy |
114,564
+14,598
| +15% | +$685K | 0.29% | 55 |
|
|
2021
Q4 | $4.82M | Sell |
99,966
-2,070
| -2% | -$98.8K | 0.26% | 59 |
|
|
2021
Q3 | $4.74M | Buy |
102,036
+2,877
| +3% | +$139K | 0.27% | 58 |
|
|
2021
Q2 | $4.66M | Buy |
99,159
+219
| +0.2% | +$10.2K | 0.28% | 56 |
|
|
2021
Q1 | $4.48M | Buy |
98,940
+18,081
| +22% | +$838K | 0.21% | 63 |
|
|
2020
Q4 | $3.88M | Sell |
80,859
-5,697
| -7% | -$277K | 0.2% | 63 |
|
|
2020
Q3 | $4.04M | Sell |
86,556
-885
| -1% | -$39.3K | 0.35% | 44 |
|
|
2020
Q2 | $3.49M | Sell |
87,441
-4,188
| -5% | -$172K | 0.32% | 46 |
|
|
2020
Q1 | $3.72M | Sell |
91,629
-11,628
| -11% | -$447K | 0.4% | 39 |
|
|
2019
Q4 | $4.09M | Sell |
103,257
-912
| -0.9% | -$36.2K | 0.4% | 43 |
|
|
2019
Q3 | $4.12M | Sell |
104,169
-5,634
| -5% | -$213K | 0.46% | 38 |
|
|
2019
Q2 | $4.04M | Sell |
109,803
-3,321
| -3% | -$114K | 0.46% | 38 |
|
|
2019
Q1 | $3.68M | Buy |
113,124
+8,130
| +8% | +$264K | 0.45% | 40 |
|
|
2018
Q4 | $3.26M | Buy |
104,994
+14,703
| +16% | +$471K | 0.46% | 39 |
|
|
2018
Q3 | $3.02M | Buy |
90,291
+12,675
| +16% | +$388K | 0.41% | 46 |
|
|
2018
Q2 | $2.32M | Buy |
77,616
+40,188
| +107% | +$1.14M | 0.33% | 57 |
|
|
2018
Q1 | $1.11M | Buy |
37,428
+8,448
| +29% | +$272K | 0.18% | 97 |
|
|
2017
Q4 | $954K | Sell |
28,980
-996
| -3% | -$30.5K | 0.16% | 105 |
|
|
2017
Q3 | $781K | Buy |
+29,976
| New | +$786K | 0.18% | 103 |
|
Other funds holding WMT
Valeo Financial Advisors's WMT Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Walmart Inc (WMT) stake by 0.47% in Q2 2026, selling an estimated $64.3K and leaving 110,565 shares worth $12.5M. The position accounts for 0.26% of the portfolio, ranked #41.
Valeo Financial Advisors first reported a position in WMT in Q3 2017 and has held it in 36 quarters since. The position peaked at $16.2M in Q4 2025. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Valeo Financial Advisors held 110,565 shares of Walmart Inc worth $12.5M as of Q2 2026.
- Valeo Financial Advisors sold 518 Walmart Inc shares in Q2 2026, an estimated $64.3K.
- Walmart Inc made up 0.26% of Valeo Financial Advisors's portfolio in Q2 2026, its #41 holding.
- Valeo Financial Advisors first reported a position in Walmart Inc in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Walmart Inc position peaked at $16.2M in Q4 2025.
- 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.