Van Hulzen Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.82M | Buy |
30,707
+891
| +3% | +$109K | 0.28% | 77 |
|
|
2025
Q4 | $3.32M | Sell |
29,816
-3,395
| -10% | -$365K | 0.24% | 78 |
|
|
2025
Q3 | $3.42M | Buy |
33,211
+5,619
| +20% | +$559K | 0.25% | 73 |
|
|
2025
Q2 | $2.7M | Buy |
27,592
+2,546
| +10% | +$243K | 0.23% | 81 |
|
|
2025
Q1 | $2.2M | Buy |
25,046
+2,840
| +13% | +$266K | 0.2% | 97 |
|
|
2024
Q4 | $2.01M | Sell |
22,206
-363
| -2% | -$31.5K | 0.15% | 118 |
|
|
2024
Q3 | $1.82M | Sell |
22,569
-3,438
| -13% | -$252K | 0.13% | 126 |
|
|
2024
Q2 | $1.76M | Sell |
26,007
-886
| -3% | -$55.8K | 0.12% | 122 |
|
|
2024
Q1 | $1.62M | Buy |
26,893
+5,299
| +25% | +$303K | 0.11% | 130 |
|
|
2023
Q4 | $1.14M | Sell |
21,594
-10,140
| -32% | -$537K | 0.08% | 145 |
|
|
2023
Q3 | $1.69M | Sell |
31,734
-10,266
| -24% | -$546K | 0.13% | 112 |
|
|
2023
Q2 | $2.2M | Buy |
42,000
+17,757
| +73% | +$896K | 0.19% | 87 |
|
|
2023
Q1 | $1.19M | Sell |
24,243
-166,263
| -87% | -$7.89M | 0.11% | 107 |
|
|
2022
Q4 | $9M | Sell |
190,506
-87,858
| -32% | -$4.17M | 1.04% | 33 |
|
|
2022
Q3 | $12M | Buy |
278,364
+33,237
| +14% | +$1.46M | 1.49% | 17 |
|
|
2022
Q2 | $9.93M | Sell |
245,127
-7,773
| -3% | -$358K | 1.19% | 22 |
|
|
2022
Q1 | $12.6M | Buy |
252,900
+29,583
| +13% | +$1.39M | 1.33% | 24 |
|
|
2021
Q4 | $10.8M | Buy |
223,317
+34,182
| +18% | +$1.63M | 1.18% | 28 |
|
|
2021
Q3 | $8.79M | Buy |
189,135
+2,529
| +1% | +$122K | 1.31% | 24 |
|
|
2021
Q2 | $8.77M | Buy |
186,606
+176,487
| +1,744% | +$8.22M | 1.32% | 27 |
|
|
2021
Q1 | $458K | Sell |
10,119
-23,367
| -70% | -$1.08M | 0.07% | 155 |
|
|
2020
Q4 | $1.61M | Buy |
33,486
+5,463
| +19% | +$265K | 0.24% | 76 |
|
|
2020
Q3 | $1.31M | Sell |
28,023
-1,578
| -5% | -$70.2K | 0.2% | 91 |
|
|
2020
Q2 | $1.18M | Buy |
29,601
+1,647
| +6% | +$67.7K | 0.18% | 83 |
|
|
2020
Q1 | $1.06M | Buy |
27,954
+7,200
| +35% | +$277K | 0.23% | 81 |
|
|
2019
Q4 | $822K | Sell |
20,754
-6,219
| -23% | -$247K | 0.16% | 101 |
|
|
2019
Q3 | $1.07M | Sell |
26,973
-813
| -3% | -$30.7K | 0.23% | 83 |
|
|
2019
Q2 | $1.02M | Buy |
27,786
+3,576
| +15% | +$123K | 0.22% | 80 |
|
|
2019
Q1 | $787K | Buy |
24,210
+24
| +0.1% | +$778 | 0.21% | 84 |
|
|
2018
Q4 | $751K | Sell |
24,186
-300
| -1% | -$9.62K | 0.22% | 80 |
|
|
2018
Q3 | $767K | Sell |
24,486
-52,872
| -68% | -$1.62M | 0.2% | 90 |
|
|
2018
Q2 | $2.21M | Buy |
77,358
+37,350
| +93% | +$1.06M | 0.66% | 48 |
|
|
2018
Q1 | $1.19M | Buy |
40,008
+21,165
| +112% | +$681K | 0.36% | 69 |
|
|
2017
Q4 | $620K | Sell |
18,843
-57,315
| -75% | -$1.75M | 0.19% | 105 |
|
|
2017
Q3 | $1.98M | Sell |
76,158
-201,678
| -73% | -$5.29M | 0.67% | 50 |
|
|
2017
Q2 | $7.01M | Buy |
277,836
+10,335
| +4% | +$262K | 2.78% | 3 |
|
|
2017
Q1 | $6.43M | Buy |
267,501
+7,533
| +3% | +$173K | 2.94% | 5 |
|
|
2016
Q4 | $5.99M | Buy |
259,968
+120,606
| +87% | +$2.81M | 2.78% | 6 |
|
|
2016
Q3 | $3.35M | Buy |
139,362
+18,009
| +15% | +$437K | 1.82% | 14 |
|
|
2016
Q2 | $2.95M | Sell |
121,353
-66,321
| -35% | -$1.54M | 1.68% | 16 |
|
|
2016
Q1 | $4.29M | Buy |
187,674
+18,969
| +11% | +$416K | 2.44% | 6 |
|
|
2015
Q4 | $3.45M | Buy |
168,705
+15,141
| +10% | +$304K | 2.15% | 8 |
|
|
2015
Q3 | $3.32M | Buy |
153,564
+67,938
| +79% | +$1.56M | 2.14% | 10 |
|
|
2015
Q2 | $2.02M | Buy |
85,626
+44,910
| +110% | +$1.15M | 1.09% | 32 |
|
|
2015
Q1 | $1.12M | Buy |
40,716
+2,193
| +6% | +$62.2K | 0.68% | 50 |
|
|
2014
Q4 | $1.1M | Sell |
38,523
-58,536
| -60% | -$1.58M | 0.76% | 40 |
|
|
2014
Q3 | $2.47M | Buy |
97,059
+576
| +0.6% | +$14.5K | 2.51% | 12 |
|
|
2014
Q2 | $2.41M | Sell |
96,483
-21,123
| -18% | -$543K | 2.07% | 17 |
|
|
2014
Q1 | $3M | Buy |
117,606
+10,803
| +10% | +$271K | 3.03% | 8 |
|
|
2013
Q4 | $2.8M | Buy |
+106,803
| New | +$2.76M | 2.42% | 12 |
|
Other funds holding WMT
VCM
VPM
Van Hulzen Asset Management's WMT Position: Q1 2026 in Review
Van Hulzen Asset Management increased its Walmart Inc (WMT) stake by 3% in Q1 2026, buying an estimated $109K and bringing the position to 30,707 shares worth $3.82M. The position accounts for 0.28% of the portfolio, ranked #77.
Van Hulzen Asset Management first reported a position in WMT in Q4 2013 and has held it in 50 quarters since. The position peaked at $12.6M in Q1 2022. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Van Hulzen Asset Management held 30,707 shares of Walmart Inc worth $3.82M as of Q1 2026.
- Van Hulzen Asset Management bought 891 Walmart Inc shares in Q1 2026, an estimated $109K.
- Walmart Inc made up 0.28% of Van Hulzen Asset Management's portfolio in Q1 2026, its #77 holding.
- Van Hulzen Asset Management first reported a position in Walmart Inc in Q4 2013 and has held it in 50 quarters since.
- Van Hulzen Asset Management's Walmart Inc position peaked at $12.6M in Q1 2022.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.