Valmark Advisers’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 | $8.56M | Buy |
68,837
+4,497
| +7% | +$552K | 0.1% | 95 |
|
|
2025
Q4 | $7.17M | Buy |
64,340
+344
| +0.5% | +$36.9K | 0.09% | 102 |
|
|
2025
Q3 | $6.6M | Buy |
63,996
+751
| +1% | +$74.8K | 0.09% | 102 |
|
|
2025
Q2 | $6.18M | Buy |
63,245
+84
| +0.1% | +$8K | 0.09% | 97 |
|
|
2025
Q1 | $5.54M | Sell |
63,161
-164
| -0.3% | -$15.4K | 0.08% | 100 |
|
|
2024
Q4 | $5.72M | Buy |
63,325
+6,538
| +12% | +$567K | 0.09% | 101 |
|
|
2024
Q3 | $4.59M | Buy |
56,787
+3,822
| +7% | +$281K | 0.07% | 109 |
|
|
2024
Q2 | $3.59M | Buy |
52,965
+3,799
| +8% | +$239K | 0.06% | 125 |
|
|
2024
Q1 | $2.96M | Buy |
49,166
+4,103
| +9% | +$235K | 0.05% | 132 |
|
|
2023
Q4 | $2.37M | Sell |
45,063
-2,232
| -5% | -$118K | 0.04% | 144 |
|
|
2023
Q3 | $2.52M | Buy |
47,295
+222
| +0.5% | +$11.8K | 0.05% | 125 |
|
|
2023
Q2 | $2.47M | Sell |
47,073
-1,158
| -2% | -$58.4K | 0.05% | 125 |
|
|
2023
Q1 | $2.37M | Buy |
48,231
+5,532
| +13% | +$263K | 0.05% | 128 |
|
|
2022
Q4 | $2.02M | Buy |
42,699
+1,173
| +3% | +$55.7K | 0.05% | 140 |
|
|
2022
Q3 | $1.79M | Buy |
41,526
+471
| +1% | +$20.6K | 0.04% | 125 |
|
|
2022
Q2 | $1.66M | Sell |
41,055
-903
| -2% | -$41.6K | 0.03% | 135 |
|
|
2022
Q1 | $2.08M | Buy |
41,958
+1,314
| +3% | +$61.7K | 0.04% | 121 |
|
|
2021
Q4 | $1.96M | Buy |
40,644
+3,372
| +9% | +$161K | 0.03% | 124 |
|
|
2021
Q3 | $1.73M | Buy |
37,272
+123
| +0.3% | +$5.93K | 0.03% | 127 |
|
|
2021
Q2 | $1.75M | Sell |
37,149
-969
| -3% | -$45.1K | 0.03% | 131 |
|
|
2021
Q1 | $1.73M | Buy |
38,118
+4,611
| +14% | +$214K | 0.03% | 125 |
|
|
2020
Q4 | $1.61M | Buy |
33,507
+21,123
| +171% | +$1.03M | 0.03% | 122 |
|
|
2020
Q3 | $578K | Buy |
12,384
+30
| +0.2% | +$1.33K | 0.01% | 172 |
|
|
2020
Q2 | $493K | Sell |
12,354
-603
| -5% | -$24.8K | 0.01% | 168 |
|
|
2020
Q1 | $491K | Sell |
12,957
-45
| -0.3% | -$1.73K | 0.01% | 150 |
|
|
2019
Q4 | $515K | Sell |
13,002
-1,884
| -13% | -$74.8K | 0.01% | 150 |
|
|
2019
Q3 | $589K | Buy |
14,886
+3,213
| +28% | +$121K | 0.01% | 142 |
|
|
2019
Q2 | $430K | Buy |
11,673
+414
| +4% | +$14.3K | 0.01% | 151 |
|
|
2019
Q1 | $366K | Sell |
11,259
-105
| -0.9% | -$3.4K | 0.01% | 160 |
|
|
2018
Q4 | $353K | Buy |
11,364
+969
| +9% | +$31.1K | 0.01% | 143 |
|
|
2018
Q3 | $325K | Hold |
10,395
| – | – | 0.01% | 152 |
|
|
2018
Q2 | $297K | Sell |
10,395
-135
| -1% | -$3.84K | 0.01% | 155 |
|
|
2018
Q1 | $312K | Sell |
10,530
-558
| -5% | -$17.9K | 0.01% | 144 |
|
|
2017
Q4 | $365K | Buy |
+11,088
| New | +$339K | 0.01% | 132 |
|
Other funds holding WMT
VCM
VPM
Valmark Advisers's WMT Position: Q1 2026 in Review
Valmark Advisers increased its Walmart Inc (WMT) stake by 7% in Q1 2026, buying an estimated $552K and bringing the position to 68,837 shares worth $8.56M. The position accounts for 0.1% of the portfolio, ranked #95.
Valmark Advisers first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Valmark Advisers held 68,837 shares of Walmart Inc worth $8.56M as of Q1 2026.
- Valmark Advisers bought 4,497 Walmart Inc shares in Q1 2026, an estimated $552K.
- Walmart Inc made up 0.1% of Valmark Advisers's portfolio in Q1 2026, its #95 holding.
- Valmark Advisers first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
- 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.