Wealth Architects’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 | $2.39M | Buy |
19,259
+487
| +3% | +$59.8K | 0.21% | 62 |
|
|
2025
Q4 | $2.09M | Sell |
18,772
-2
| -0% | -$215 | 0.19% | 64 |
|
|
2025
Q3 | $1.93M | Buy |
18,774
+17
| +0.1% | +$1.69K | 0.18% | 66 |
|
|
2025
Q2 | $1.83M | Sell |
18,757
-64
| -0.3% | -$6.1K | 0.19% | 66 |
|
|
2025
Q1 | $1.65M | Buy |
18,821
+10,954
| +139% | +$1.03M | 0.18% | 66 |
|
|
2024
Q4 | $711K | Buy |
7,867
+898
| +13% | +$77.9K | 0.08% | 101 |
|
|
2024
Q3 | $563K | Buy |
6,969
+376
| +6% | +$27.6K | 0.06% | 112 |
|
|
2024
Q2 | $446K | Sell |
6,593
-70
| -1% | -$4.41K | 0.05% | 130 |
|
|
2024
Q1 | $401K | Sell |
6,663
-795
| -11% | -$45.5K | 0.05% | 135 |
|
|
2023
Q4 | $392K | Sell |
7,458
-516
| -6% | -$27.3K | 0.06% | 133 |
|
|
2023
Q3 | $425K | Buy |
7,974
+612
| +8% | +$32.6K | 0.07% | 119 |
|
|
2023
Q2 | $386K | Buy |
7,362
+1,134
| +18% | +$57.2K | 0.06% | 134 |
|
|
2023
Q1 | $306K | Buy |
6,228
+198
| +3% | +$9.4K | 0.05% | 138 |
|
|
2022
Q4 | $285K | Buy |
6,030
+210
| +4% | +$9.97K | 0.05% | 140 |
|
|
2022
Q3 | $252K | Sell |
5,820
-102
| -2% | -$4.47K | 0.05% | 145 |
|
|
2022
Q2 | $240K | Sell |
5,922
-588
| -9% | -$27.1K | 0.05% | 151 |
|
|
2022
Q1 | $323K | Buy |
6,510
+339
| +5% | +$15.9K | 0.05% | 149 |
|
|
2021
Q4 | $298K | Buy |
6,171
+1,107
| +22% | +$52.8K | 0.05% | 153 |
|
|
2021
Q3 | $235K | Sell |
5,064
-9
| -0.2% | -$434 | 0.05% | 161 |
|
|
2021
Q2 | $238K | Buy |
5,073
+498
| +11% | +$23.2K | 0.05% | 158 |
|
|
2021
Q1 | $207K | Buy |
4,575
+228
| +5% | +$10.6K | 0.04% | 157 |
|
|
2020
Q4 | $209K | Buy |
+4,347
| New | +$211K | 0.05% | 147 |
|
|
2019
Q1 | – | Sell |
-8,520
| Closed | -$265K | – | 145 |
|
|
2018
Q4 | $265K | Sell |
8,520
-231
| -3% | -$7.41K | 0.1% | 94 |
|
|
2018
Q3 | $274K | Buy |
+8,751
| New | +$268K | 0.08% | 108 |
|
Other funds holding WMT
VCM
VPM
