Western Wealth 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
Q2 | $10.2M | Sell |
90,434
-1,236
| -1% | -$153K | 0.33% | 57 |
|
|
2026
Q1 | $11.4M | Buy |
91,670
+21,461
| +31% | +$2.63M | 0.43% | 42 |
|
|
2025
Q4 | $7.82M | Buy |
70,209
+4,374
| +7% | +$470K | 0.36% | 48 |
|
|
2025
Q3 | $6.78M | Sell |
65,835
-1,817
| -3% | -$181K | 0.36% | 50 |
|
|
2025
Q2 | $6.62M | Buy |
67,652
+4,878
| +8% | +$465K | 0.39% | 49 |
|
|
2025
Q1 | $5.51M | Sell |
62,774
-20,449
| -25% | -$1.92M | 0.36% | 58 |
|
|
2024
Q4 | $7.52M | Buy |
83,223
+6,474
| +8% | +$562K | 0.4% | 49 |
|
|
2024
Q3 | $6.2M | Buy |
76,749
+26,196
| +52% | +$1.92M | 0.35% | 54 |
|
|
2024
Q2 | $3.42M | Buy |
50,553
+1,914
| +4% | +$121K | 0.25% | 79 |
|
|
2024
Q1 | $2.93M | Sell |
48,639
-20,862
| -30% | -$1.19M | 0.23% | 89 |
|
|
2023
Q4 | $3.65M | Buy |
69,501
+843
| +1% | +$44.6K | 0.26% | 82 |
|
|
2023
Q3 | $3.66M | Buy |
68,658
+5,085
| +8% | +$271K | 0.31% | 72 |
|
|
2023
Q2 | $3.33M | Sell |
63,573
-1,770
| -3% | -$89.3K | 0.28% | 75 |
|
|
2023
Q1 | $3.21M | Buy |
65,343
+357
| +0.5% | +$16.9K | 0.3% | 75 |
|
|
2022
Q4 | $3.07M | Sell |
64,986
-31,854
| -33% | -$1.51M | 0.31% | 72 |
|
|
2022
Q3 | $4.29M | Buy |
96,840
+9,078
| +10% | +$398K | 0.25% | 93 |
|
|
2022
Q2 | $3.58M | Sell |
87,762
-2,721
| -3% | -$125K | 0.21% | 109 |
|
|
2022
Q1 | $4.49M | Buy |
90,483
+55,284
| +157% | +$2.6M | 0.22% | 99 |
|
|
2021
Q4 | $1.69M | Buy |
+35,199
| New | +$1.68M | 0.17% | 133 |
|
|
2021
Q2 | $1.59M | Buy |
33,801
+1,179
| +4% | +$54.9K | 0.16% | 142 |
|
|
2021
Q1 | $1.48M | Buy |
32,622
+3,897
| +14% | +$181K | 0.2% | 119 |
|
|
2020
Q4 | $1.38M | Buy |
28,725
+525
| +2% | +$25.5K | 0.2% | 116 |
|
|
2020
Q3 | $1.32M | Buy |
28,200
+3,075
| +12% | +$137K | 0.22% | 108 |
|
|
2020
Q2 | $1M | Buy |
25,125
+483
| +2% | +$19.9K | 0.18% | 131 |
|
|
2020
Q1 | $921K | Buy |
24,642
+1,356
| +6% | +$52.2K | 0.21% | 112 |
|
|
2019
Q4 | $922K | Buy |
23,286
+1,425
| +7% | +$56.6K | 0.14% | 145 |
|
|
2019
Q3 | $864K | Sell |
21,861
-522
| -2% | -$19.7K | 0.18% | 133 |
|
|
2019
Q2 | $820K | Sell |
22,383
-489
| -2% | -$16.9K | 0.11% | 150 |
|
|
2019
Q1 | $748K | Buy |
22,872
+3,558
| +18% | +$115K | 0.17% | 143 |
|
|
2018
Q4 | $600K | Buy |
+19,314
| New | +$619K | 0.16% | 157 |
|
Other funds holding WMT
Western Wealth Management's WMT Position: Q2 2026 in Review
Western Wealth Management reduced its Walmart Inc (WMT) stake by 1.3% in Q2 2026, selling an estimated $153K and leaving 90,434 shares worth $10.2M. The position accounts for 0.33% of the portfolio, ranked #57.
Western Wealth Management first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.4M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Western Wealth Management held 90,434 shares of Walmart Inc worth $10.2M as of Q2 2026.
- Western Wealth Management sold 1,236 Walmart Inc shares in Q2 2026, an estimated $153K.
- Walmart Inc made up 0.33% of Western Wealth Management's portfolio in Q2 2026, its #57 holding.
- Western Wealth Management first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
- Western Wealth Management's Walmart Inc position peaked at $11.4M in Q1 2026.
- 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.