Westover Capital Advisors’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 | $6.13M | Sell |
49,355
-549
| -1% | -$67.4K | 1.13% | 23 |
|
|
2025
Q4 | $5.56M | Sell |
49,904
-886
| -2% | -$95.1K | 1.01% | 26 |
|
|
2025
Q3 | $5.23M | Buy |
50,790
+728
| +1% | +$72.5K | 0.97% | 28 |
|
|
2025
Q2 | $4.9M | Buy |
50,062
+252
| +0.5% | +$24K | 0.98% | 25 |
|
|
2025
Q1 | $4.37M | Buy |
49,810
+8,409
| +20% | +$789K | 0.97% | 24 |
|
|
2024
Q4 | $3.74M | Sell |
41,401
-1,285
| -3% | -$112K | 0.82% | 28 |
|
|
2024
Q3 | $3.45M | Sell |
42,686
-1,964
| -4% | -$144K | 0.66% | 36 |
|
|
2024
Q2 | $3.02M | Buy |
44,650
+2,679
| +6% | +$169K | 0.78% | 30 |
|
|
2024
Q1 | $2.53M | Sell |
41,971
-1,412
| -3% | -$80.8K | 0.74% | 38 |
|
|
2023
Q4 | $2.28M | Buy |
43,383
+8,076
| +23% | +$427K | 0.74% | 39 |
|
|
2023
Q3 | $1.88M | Buy |
35,307
+780
| +2% | +$41.5K | 0.68% | 41 |
|
|
2023
Q2 | $1.81M | Sell |
34,527
-99
| -0.3% | -$4.99K | 0.63% | 45 |
|
|
2023
Q1 | $1.7M | Sell |
34,626
-135
| -0.4% | -$6.41K | 0.63% | 46 |
|
|
2022
Q4 | $1.64M | Sell |
34,761
-2,694
| -7% | -$128K | 0.65% | 46 |
|
|
2022
Q3 | $1.62M | Sell |
37,455
-15,477
| -29% | -$678K | 0.62% | 52 |
|
|
2022
Q2 | $2.15M | Buy |
52,932
+975
| +2% | +$45K | 0.79% | 37 |
|
|
2022
Q1 | $2.58M | Sell |
51,957
-2,934
| -5% | -$138K | 0.8% | 33 |
|
|
2021
Q4 | $2.65M | Sell |
54,891
-1,878
| -3% | -$89.7K | 0.77% | 38 |
|
|
2021
Q3 | $2.64M | Sell |
56,769
-447
| -0.8% | -$21.5K | 0.83% | 34 |
|
|
2021
Q2 | $2.69M | Sell |
57,216
-7,176
| -11% | -$334K | 0.86% | 33 |
|
|
2021
Q1 | $2.92M | Sell |
64,392
-10,020
| -13% | -$464K | 1% | 31 |
|
|
2020
Q4 | $3.58M | Sell |
74,412
-285
| -0.4% | -$13.8K | 1.29% | 28 |
|
|
2020
Q3 | $3.48M | Buy |
74,697
+3,168
| +4% | +$141K | 1.43% | 24 |
|
|
2020
Q2 | $2.86M | Buy |
71,529
+1,341
| +2% | +$55.2K | 1.34% | 25 |
|
|
2020
Q1 | $2.66M | Buy |
70,188
+4,452
| +7% | +$171K | 1.44% | 24 |
|
|
2019
Q4 | $2.6M | Sell |
65,736
-3,873
| -6% | -$154K | 1.16% | 29 |
|
|
2019
Q3 | $2.75M | Sell |
69,609
-165
| -0.2% | -$6.23K | 1.3% | 28 |
|
|
2019
Q2 | $2.57M | Sell |
69,774
-948
| -1% | -$32.7K | 1.27% | 31 |
|
|
2019
Q1 | $2.3M | Buy |
70,722
+29,643
| +72% | +$961K | 1.19% | 34 |
|
|
2018
Q4 | $1.28M | Buy |
41,079
+570
| +1% | +$18.3K | 0.8% | 42 |
|
|
2018
Q3 | $1.27M | Sell |
40,509
-28,782
| -42% | -$880K | 0.64% | 55 |
|
|
2018
Q2 | $1.98M | Sell |
69,291
-27,690
| -29% | -$787K | 1.07% | 38 |
|
|
2018
Q1 | $2.88M | Sell |
96,981
-8,448
| -8% | -$272K | 1.57% | 21 |
|
|
2017
Q4 | $3.47M | Sell |
105,429
-2,529
| -2% | -$77.4K | 1.91% | 13 |
|
|
2017
Q3 | $2.81M | Buy |
107,958
+20,043
| +23% | +$526K | 1.66% | 21 |
|
|
2017
Q2 | $2.22M | Buy |
87,915
+912
| +1% | +$23.2K | 1.46% | 27 |
|
|
2017
Q1 | $2.09M | Buy |
87,003
+18,567
| +27% | +$427K | 1.39% | 27 |
|
|
2016
Q4 | $1.58M | Buy |
68,436
+45,432
| +197% | +$1.06M | 1.13% | 31 |
|
|
2016
Q3 | $553K | Buy |
23,004
+12,540
| +120% | +$304K | 0.41% | 64 |
|
|
2016
Q2 | $255K | Sell |
10,464
-42
| -0.4% | -$972 | 0.21% | 75 |
|
|
2016
Q1 | $240K | Sell |
10,506
-819
| -7% | -$18K | 0.2% | 82 |
|
|
2015
Q4 | $231K | Sell |
11,325
-2,154
| -16% | -$43.2K | 0.19% | 86 |
|
|
2015
Q3 | $291K | Sell |
13,479
-60
| -0.4% | -$1.38K | 0.25% | 75 |
|
|
2015
Q2 | $320K | Buy |
13,539
+300
| +2% | +$7.65K | 0.25% | 74 |
|
|
2015
Q1 | $363K | Sell |
13,239
-3,426
| -21% | -$97.2K | 0.29% | 73 |
|
|
2014
Q4 | $477K | Sell |
16,665
-1,440
| -8% | -$38.9K | 0.41% | 64 |
|
|
2014
Q3 | $461K | Sell |
18,105
-24,918
| -58% | -$629K | 0.38% | 69 |
|
|
2014
Q2 | $1.08M | Sell |
43,023
-34,764
| -45% | -$893K | 0.91% | 42 |
|
|
2014
Q1 | $1.98M | Buy |
77,787
+195
| +0.3% | +$4.9K | 1.85% | 23 |
|
|
2013
Q4 | $2.04M | Sell |
77,592
-552
| -0.7% | -$14.3K | 1.94% | 22 |
|
|
2013
Q3 | $1.93M | Sell |
78,144
-14,871
| -16% | -$375K | 2% | 22 |
|
|
2013
Q2 | $2.31M | Buy |
+93,015
| New | +$2.38M | 2.27% | 19 |
|
Other funds holding WMT
VCM
VPM
Westover Capital Advisors's WMT Position: Q1 2026 in Review
Westover Capital Advisors reduced its Walmart Inc (WMT) stake by 1.1% in Q1 2026, selling an estimated $67.4K and leaving 49,355 shares worth $6.13M. The position accounts for 1.13% of the portfolio, ranked #23.
Westover Capital Advisors first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Westover Capital Advisors held 49,355 shares of Walmart Inc worth $6.13M as of Q1 2026.
- Westover Capital Advisors sold 549 Walmart Inc shares in Q1 2026, an estimated $67.4K.
- Walmart Inc made up 1.13% of Westover Capital Advisors's portfolio in Q1 2026, its #23 holding.
- Westover Capital Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.