Westside Investment 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 | $1.14M | Sell |
10,023
-10
| -0.1% | -$1.24K | 0.15% | 134 |
|
|
2026
Q1 | $1.25M | Buy |
10,033
+1
| +0% | +$123 | 0.19% | 120 |
|
|
2025
Q4 | $1.12M | Sell |
10,032
-177
| -2% | -$19K | 0.18% | 115 |
|
|
2025
Q3 | $1.05M | Buy |
10,209
+744
| +8% | +$74.1K | 0.17% | 120 |
|
|
2025
Q2 | $926K | Buy |
9,465
+1,055
| +13% | +$101K | 0.17% | 120 |
|
|
2025
Q1 | $739K | Hold |
8,410
| – | – | 0.16% | 129 |
|
|
2024
Q4 | $760K | Sell |
8,410
-100
| -1% | -$8.68K | 0.16% | 126 |
|
|
2024
Q3 | $666K | Buy |
8,510
+1
| +0% | +$73 | 0.14% | 135 |
|
|
2024
Q2 | $567K | Sell |
8,509
-233
| -3% | -$14.7K | 0.13% | 140 |
|
|
2024
Q1 | $526K | Buy |
8,742
+3
| +0% | +$172 | 0.13% | 139 |
|
|
2023
Q4 | $459K | Sell |
8,739
-300
| -3% | -$15.9K | 0.12% | 148 |
|
|
2023
Q3 | $482K | Hold |
9,039
| – | – | 0.14% | 139 |
|
|
2023
Q2 | $474K | Sell |
9,039
-522
| -5% | -$26.3K | 0.13% | 139 |
|
|
2023
Q1 | $468K | Sell |
9,561
-150
| -2% | -$7.12K | 0.14% | 134 |
|
|
2022
Q4 | $85.8K | Sell |
9,711
-3,456
| -26% | -$164K | 0.21% | 97 |
|
|
2022
Q3 | $263K | Buy |
13,167
+4,050
| +44% | +$177K | 0.63% | 41 |
|
|
2022
Q2 | $86.7K | Buy |
9,117
+9
| +0.1% | +$415 | 0.2% | 102 |
|
|
2022
Q1 | $135K | Buy |
9,108
+240
| +3% | +$11.3K | 0.3% | 70 |
|
|
2021
Q4 | $145K | Hold |
8,868
| – | – | 0.33% | 68 |
|
|
2021
Q3 | $139K | Sell |
8,868
-150
| -2% | -$7.23K | 0.32% | 69 |
|
|
2021
Q2 | $141K | Sell |
9,018
-897
| -9% | -$41.8K | 0.33% | 65 |
|
|
2021
Q1 | $136K | Sell |
9,915
-1,950
| -16% | -$90.3K | 0.36% | 58 |
|
|
2020
Q4 | $231K | Sell |
11,865
-300
| -2% | -$14.6K | 0.63% | 36 |
|
|
2020
Q3 | $224K | Buy |
12,165
+7,875
| +184% | +$350K | 0.1% | 33 |
|
|
2020
Q2 | $24.1K | Buy |
4,290
+603
| +16% | +$24.8K | 0.01% | 100 |
|
|
2020
Q1 | $139 | Buy |
+3,687
| New | +$142K | ﹤0.01% | 260 |
|
|
2019
Q2 | $20.7K | Buy |
+5,634
| New | +$194K | 0.05% | 60 |
|
|
2018
Q4 | $173K | Sell |
5,541
-180
| -3% | -$5.77K | 0.06% | 168 |
|
|
2018
Q3 | $181K | Buy |
5,721
+2,220
| +63% | +$67.9K | 0.06% | 157 |
|
|
2018
Q2 | $98.8K | Buy |
3,501
+600
| +21% | +$17.1K | 0.03% | 231 |
|
|
2018
Q1 | $82.7K | Buy |
2,901
+153
| +6% | +$4.92K | 0.05% | 233 |
|
|
2017
Q4 | $93.1K | Hold |
2,748
| – | – | 0.05% | 227 |
|
|
2017
Q3 | $73.8K | Buy |
2,748
+3
| +0.1% | +$79 | 0.04% | 238 |
|
|
2017
Q2 | $67.1K | Sell |
2,745
-3
| -0.1% | -$76 | 0.04% | 235 |
|
|
2017
Q1 | $65.6K | Buy |
2,748
+948
| +53% | +$21.8K | 0.03% | 236 |
|
|
2016
Q4 | $41.1K | Buy |
+1,800
| New | +$42K | 0.03% | 198 |
|
Other funds holding WMT
Westside Investment Management's WMT Position: Q2 2026 in Review
Westside Investment Management reduced its Walmart Inc (WMT) stake by 0.1% in Q2 2026, selling an estimated $1.24K and leaving 10,023 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #134.
Westside Investment Management first reported a position in WMT in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.25M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Westside Investment Management held 10,023 shares of Walmart Inc worth $1.14M as of Q2 2026.
- Westside Investment Management sold 10 Walmart Inc shares in Q2 2026, an estimated $1.24K.
- Walmart Inc made up 0.15% of Westside Investment Management's portfolio in Q2 2026, its #134 holding.
- Westside Investment Management first reported a position in Walmart Inc in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Walmart Inc position peaked at $1.25M in Q1 2026.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.