West Oak Capital’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $175K | Sell |
1,702
-1,210
| -42% | -$120K | 0.07% | 117 |
|
|
2025
Q2 | $285K | Buy |
2,912
+162
| +6% | +$15.4K | 0.11% | 106 |
|
|
2025
Q1 | $241K | Hold |
2,750
| – | – | 0.09% | 110 |
|
|
2024
Q4 | $249K | Hold |
2,750
| – | – | 0.09% | 106 |
|
|
2024
Q3 | $222K | Sell |
2,750
-250
| -8% | -$18.4K | 0.04% | 112 |
|
|
2024
Q2 | $203K | Buy |
+3,000
| New | +$189K | 0.08% | 119 |
|
|
2021
Q2 | – | Sell |
-4,440
| Closed | -$201K | – | 376 |
|
|
2021
Q1 | $201K | Hold |
4,440
| – | – | 0.09% | 124 |
|
|
2020
Q4 | $213K | Sell |
4,440
-225
| -5% | -$10.9K | 0.1% | 115 |
|
|
2020
Q3 | $218K | Buy |
+4,665
| New | +$207K | 0.12% | 105 |
|
|
2019
Q3 | – | Sell |
-2,850
| Closed | -$105K | – | 325 |
|
|
2019
Q2 | $105K | Hold |
2,850
| – | – | 0.06% | 139 |
|
|
2019
Q1 | $93K | Hold |
2,850
| – | – | 0.06% | 140 |
|
|
2018
Q4 | $88.5K | Hold |
2,850
| – | – | 0.06% | 137 |
|
|
2018
Q3 | $89.2K | Hold |
2,850
| – | – | 0.05% | 154 |
|
|
2018
Q2 | $81.4K | Hold |
2,850
| – | – | 0.05% | 156 |
|
|
2018
Q1 | $84.5K | Hold |
2,850
| – | – | 0.05% | 159 |
|
|
2017
Q4 | $93.8K | Hold |
2,850
| – | – | 0.06% | 140 |
|
|
2017
Q3 | $74.2K | Hold |
2,850
| – | – | 0.04% | 162 |
|
|
2017
Q2 | $71.9K | Hold |
2,850
| – | – | 0.04% | 163 |
|
|
2017
Q1 | $68.5K | Hold |
2,850
| – | – | 0.04% | 164 |
|
|
2016
Q4 | $65.7K | Hold |
2,850
| – | – | 0.04% | 167 |
|
|
2016
Q3 | $68.5K | Hold |
2,850
| – | – | 0.05% | 158 |
|
|
2016
Q2 | $69.4K | Hold |
2,850
| – | – | 0.05% | 148 |
|
|
2016
Q1 | $65.1K | Hold |
2,850
| – | – | 0.05% | 138 |
|
|
2015
Q4 | $58.2K | Hold |
2,850
| – | – | 0.05% | 144 |
|
|
2015
Q3 | $61.6K | Hold |
2,850
| – | – | 0.05% | 141 |
|
|
2015
Q2 | $67.4K | Hold |
2,850
| – | – | 0.05% | 138 |
|
|
2015
Q1 | $78.1K | Hold |
2,850
| – | – | 0.06% | 135 |
|
|
2014
Q4 | $81.6K | Hold |
2,850
| – | – | 0.06% | 131 |
|
|
2014
Q3 | $72.6K | Hold |
2,850
| – | – | 0.05% | 132 |
|
|
2014
Q2 | $71.3K | Hold |
2,850
| – | – | 0.05% | 135 |
|
|
2014
Q1 | $72.6K | Hold |
2,850
| – | – | 0.05% | 132 |
|
|
2013
Q4 | $74.8K | Hold |
2,850
| – | – | 0.06% | 130 |
|
|
2013
Q3 | $70.3K | Hold |
2,850
| – | – | 0.06% | 129 |
|
|
2013
Q2 | $70.8K | Buy |
+2,850
| New | +$73K | 0.06% | 126 |
|
Other funds holding WMT
West Oak Capital's WMT Position: Q3 2025 in Review
West Oak Capital reduced its Walmart Inc (WMT) stake by 42% in Q3 2025, selling an estimated $120K and leaving 1,702 shares worth $175K. The position accounts for 0.07% of the portfolio, ranked #117.
West Oak Capital first reported a position in WMT in Q2 2013 and has held it in 34 quarters since. The position peaked at $285K in Q2 2025. 4,028 funds tracked by Wall St. Rank hold WMT as of Q3 2025.
- West Oak Capital held 1,702 shares of Walmart Inc worth $175K as of Q3 2025.
- West Oak Capital sold 1,210 Walmart Inc shares in Q3 2025, an estimated $120K.
- Walmart Inc made up 0.07% of West Oak Capital's portfolio in Q3 2025, its #117 holding.
- West Oak Capital first reported a position in Walmart Inc in Q2 2013 and has held it in 34 quarters since.
- West Oak Capital's Walmart Inc position peaked at $285K in Q2 2025.
- 4,028 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.
Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.