WBH Advisory’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 | $2.95M | Sell |
23,653
-96
| -0.4% | -$11.8K | 0.22% | 92 |
|
|
2025
Q4 | $2.65M | Sell |
23,749
-258
| -1% | -$27.7K | 0.2% | 91 |
|
|
2025
Q3 | $2.47M | Sell |
24,007
-353
| -1% | -$35.1K | 0.19% | 92 |
|
|
2025
Q2 | $2.38M | Sell |
24,360
-220
| -0.9% | -$21K | 0.2% | 88 |
|
|
2025
Q1 | $2.16M | Sell |
24,580
-392
| -2% | -$36.8K | 0.2% | 90 |
|
|
2024
Q4 | $2.26M | Sell |
24,972
-269
| -1% | -$23.3K | 0.21% | 84 |
|
|
2024
Q3 | $2.04M | Sell |
25,241
-1,371
| -5% | -$101K | 0.19% | 91 |
|
|
2024
Q2 | $1.8M | Sell |
26,612
-1,120
| -4% | -$70.5K | 0.18% | 95 |
|
|
2024
Q1 | $1.67M | Sell |
27,732
-3,090
| -10% | -$177K | 0.17% | 102 |
|
|
2023
Q4 | $1.62M | Sell |
30,822
-516
| -2% | -$27.3K | 0.18% | 104 |
|
|
2023
Q3 | $1.67M | Buy |
31,338
+114
| +0.4% | +$6.07K | 0.21% | 98 |
|
|
2023
Q2 | $1.64M | Sell |
31,224
-42
| -0.1% | -$2.12K | 0.19% | 102 |
|
|
2023
Q1 | $1.54M | Buy |
+31,266
| New | +$1.48M | 0.19% | 108 |
|
|
2022
Q3 | $1.4M | Sell |
32,298
-2,382
| -7% | -$104K | 0.2% | 108 |
|
|
2022
Q2 | $1.45M | Buy |
34,680
+531
| +2% | +$24.5K | 0.19% | 111 |
|
|
2022
Q1 | $1.78M | Sell |
34,149
-231
| -0.7% | -$10.8K | 0.22% | 101 |
|
|
2021
Q4 | $1.66M | Buy |
34,380
+1,260
| +4% | +$60.2K | 0.19% | 106 |
|
|
2021
Q3 | $1.54M | Buy |
33,120
+3
| +0% | +$145 | 0.21% | 108 |
|
|
2021
Q2 | $1.57M | Sell |
33,117
-597
| -2% | -$27.8K | 0.23% | 92 |
|
|
2021
Q1 | $1.53M | Sell |
33,714
-639
| -2% | -$29.6K | 0.25% | 89 |
|
|
2020
Q4 | $1.67M | Sell |
34,353
-162
| -0.5% | -$7.87K | 0.29% | 81 |
|
|
2020
Q3 | $1.61M | Sell |
34,515
-426
| -1% | -$18.9K | 0.33% | 71 |
|
|
2020
Q2 | $1.4M | Sell |
34,941
-108
| -0.3% | -$4.44K | 0.34% | 74 |
|
|
2020
Q1 | $1.33K | Buy |
35,049
+444
| +1% | +$17.1K | 0.31% | 63 |
|
|
2019
Q4 | $1.37M | Sell |
34,605
-1,878
| -5% | -$74.6K | 0.28% | 81 |
|
|
2019
Q3 | $1.44M | Sell |
36,483
-993
| -3% | -$37.5K | 0.32% | 77 |
|
|
2019
Q2 | $1.38M | Buy |
37,476
+45
| +0.1% | +$1.55K | 0.32% | 75 |
|
|
2019
Q1 | $1.22M | Buy |
37,431
+831
| +2% | +$26.9K | 0.29% | 82 |
|
|
2018
Q4 | $1.14K | Buy |
36,600
+390
| +1% | +$12.5K | 0.28% | 83 |
|
|
2018
Q3 | $1.13M | Buy |
36,210
+333
| +0.9% | +$10.2K | 0.27% | 87 |
|
|
2018
Q2 | $1.02M | Sell |
35,877
-144
| -0.4% | -$4.09K | 0.27% | 91 |
|
|
2018
Q1 | $1.07M | Buy |
36,021
+9
| +0% | +$289 | 0.29% | 85 |
|
|
2017
Q4 | $1.19M | Sell |
36,012
-465
| -1% | -$14.2K | 0.32% | 79 |
|
|
2017
Q3 | $950K | Buy |
36,477
+6,177
| +20% | +$162K | 0.27% | 86 |
|
|
2017
Q2 | $764K | Buy |
30,300
+2,124
| +8% | +$53.9K | 0.21% | 99 |
|
|
2017
Q1 | $677K | Buy |
28,176
+1,041
| +4% | +$24K | 0.2% | 105 |
|
|
2016
Q4 | $625K | Buy |
27,135
+2,961
| +12% | +$69.1K | 0.21% | 105 |
|
|
2016
Q3 | $581K | Buy |
24,174
+18
| +0.1% | +$437 | 0.2% | 113 |
|
|
2016
Q2 | $587K | Buy |
24,156
+387
| +2% | +$8.96K | 0.23% | 101 |
|
|
2016
Q1 | $542K | Sell |
23,769
-1,344
| -5% | -$29.5K | 0.18% | 111 |
|
|
2015
Q4 | $513 | Sell |
25,113
-17,985
| -42% | -$361K | 0.18% | 111 |
|
|
2015
Q3 | $931K | Sell |
43,098
-9,087
| -17% | -$208K | 0.39% | 63 |
|
|
2015
Q2 | $1.23M | Sell |
52,185
-591
| -1% | -$15.1K | 0.48% | 55 |
|
|
2015
Q1 | $1.45K | Buy |
52,776
+2,886
| +6% | +$81.9K | 0.41% | 50 |
|
|
2014
Q4 | $1.43M | Sell |
49,890
-1,425
| -3% | -$38.5K | 0.54% | 44 |
|
|
2014
Q3 | $1.31M | Buy |
51,315
+1,149
| +2% | +$29K | 0.46% | 47 |
|
|
2014
Q2 | $1.25M | Buy |
50,166
+1,536
| +3% | +$39.5K | 0.47% | 50 |
|
|
2014
Q1 | $1.24M | Buy |
48,630
+16,254
| +50% | +$408K | 0.49% | 47 |
|
|
2013
Q4 | $849K | Buy |
32,376
+1,032
| +3% | +$26.7K | 0.34% | 82 |
|
|
2013
Q3 | $773K | Sell |
31,344
-216
| -0.7% | -$5.45K | 0.35% | 78 |
|
|
2013
Q2 | $783K | Buy |
+31,560
| New | +$809K | 0.36% | 77 |
|
Other funds holding WMT
VCM
VPM
WBH Advisory's WMT Position: Q1 2026 in Review
WBH Advisory reduced its Walmart Inc (WMT) stake by 0.4% in Q1 2026, selling an estimated $11.8K and leaving 23,653 shares worth $2.95M. The position accounts for 0.22% of the portfolio, ranked #92.
WBH Advisory first reported a position in WMT in Q2 2013 and has held it in 51 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- WBH Advisory held 23,653 shares of Walmart Inc worth $2.95M as of Q1 2026.
- WBH Advisory sold 96 Walmart Inc shares in Q1 2026, an estimated $11.8K.
- Walmart Inc made up 0.22% of WBH Advisory's portfolio in Q1 2026, its #92 holding.
- WBH Advisory first reported a position in Walmart Inc in Q2 2013 and has held it in 51 quarters since.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.