Westfield Capital 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 | $10M | Buy |
88,491
+16,930
| +24% | +$2.1M | 0.03% | 219 |
|
|
2026
Q1 | $8.89M | Buy |
71,561
+651
| +0.9% | +$79.9K | 0.04% | 185 |
|
|
2025
Q4 | $7.9M | Buy |
70,910
+6,008
| +9% | +$645K | 0.03% | 190 |
|
|
2025
Q3 | $6.69M | Buy |
64,902
+836
| +1% | +$83.2K | 0.03% | 196 |
|
|
2025
Q2 | $6.26M | Sell |
64,066
-5,900
| -8% | -$562K | 0.03% | 198 |
|
|
2025
Q1 | $6.14M | Buy |
+69,966
| New | +$6.56M | 0.03% | 201 |
|
|
2024
Q3 | – | Sell |
-944,537
| Closed | -$64M | – | 285 |
|
|
2024
Q2 | $64M | Sell |
944,537
-202,831
| -18% | -$12.8M | 0.31% | 102 |
|
|
2024
Q1 | $69M | Sell |
1,147,368
-43,020
| -4% | -$2.46M | 0.36% | 101 |
|
|
2023
Q4 | $62.6M | Buy |
1,190,388
+22,542
| +2% | +$1.19M | 0.36% | 107 |
|
|
2023
Q3 | $62.3M | Sell |
1,167,846
-32,115
| -3% | -$1.71M | 0.42% | 94 |
|
|
2023
Q2 | $62.9M | Buy |
+1,199,961
| New | +$60.5M | 0.4% | 99 |
|
|
2022
Q1 | – | Sell |
-137,190
| Closed | -$6.62M | – | 264 |
|
|
2021
Q4 | $6.62M | Sell |
137,190
-660
| -0.5% | -$31.5K | 0.04% | 191 |
|
|
2021
Q3 | $6.41M | Buy |
+137,850
| New | +$6.64M | 0.04% | 196 |
|
|
2021
Q2 | – | Sell |
-181,095
| Closed | -$8.2M | – | 269 |
|
|
2021
Q1 | $8.2M | Sell |
181,095
-3,405
| -2% | -$158K | 0.05% | 190 |
|
|
2020
Q4 | $8.87M | Hold |
184,500
| – | – | 0.05% | 194 |
|
|
2020
Q3 | $8.6M | Sell |
184,500
-1,485,801
| -89% | -$66.1M | 0.06% | 190 |
|
|
2020
Q2 | $66.7M | Sell |
1,670,301
-69,150
| -4% | -$2.84M | 0.46% | 74 |
|
|
2020
Q1 | $65.9M | Sell |
1,739,451
-32,115
| -2% | -$1.24M | 0.58% | 56 |
|
|
2019
Q4 | $70.2M | Sell |
1,771,566
-117,708
| -6% | -$4.67M | 0.5% | 68 |
|
|
2019
Q3 | $74.7M | Sell |
1,889,274
-266,973
| -12% | -$10.1M | 0.6% | 55 |
|
|
2019
Q2 | $79.4M | Buy |
2,156,247
+1,868,877
| +650% | +$64.4M | 0.6% | 53 |
|
|
2019
Q1 | $9.34M | Sell |
287,370
-7,935
| -3% | -$257K | 0.07% | 200 |
|
|
2018
Q4 | $9.17M | Sell |
295,305
-2,340
| -0.8% | -$75K | 0.08% | 192 |
|
|
2018
Q3 | $9.32M | Sell |
297,645
-4,425
| -1% | -$135K | 0.07% | 205 |
|
|
2018
Q2 | $8.62M | Buy |
302,070
+53,475
| +22% | +$1.52M | 0.06% | 207 |
|
|
2018
Q1 | $7.37M | Sell |
248,595
-90
| -0% | -$2.9K | 0.06% | 209 |
|
|
2017
Q4 | $8.19M | Buy |
+248,685
| New | +$7.61M | 0.06% | 201 |
|
|
2016
Q3 | – | Sell |
-184,080
| Closed | -$4.48M | – | 277 |
|
|
2016
Q2 | $4.48M | Buy |
+184,080
| New | +$4.26M | 0.04% | 225 |
|
Other funds holding WMT
Westfield Capital Management's WMT Position: Q2 2026 in Review
Westfield Capital Management increased its Walmart Inc (WMT) stake by 24% in Q2 2026, buying an estimated $2.1M and bringing the position to 88,491 shares worth $10M. The position accounts for 0.03% of the portfolio, ranked #219.
Westfield Capital Management first reported a position in WMT in Q2 2016 and has held it in 28 quarters since. The position peaked at $79.4M in Q2 2019. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Westfield Capital Management held 88,491 shares of Walmart Inc worth $10M as of Q2 2026.
- Westfield Capital Management bought 16,930 Walmart Inc shares in Q2 2026, an estimated $2.1M.
- Walmart Inc made up 0.03% of Westfield Capital Management's portfolio in Q2 2026, its #219 holding.
- Westfield Capital Management first reported a position in Walmart Inc in Q2 2016 and has held it in 28 quarters since.
- Westfield Capital Management's Walmart Inc position peaked at $79.4M in Q2 2019.
- 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.