Xcel 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 | $3.98M | Sell |
35,184
-5,261
| -13% | -$653K | 0.95% | 28 |
|
|
2026
Q1 | $5.03M | Sell |
40,445
-9,405
| -19% | -$1.15M | 1.39% | 18 |
|
|
2025
Q4 | $5.55M | Sell |
49,850
-280
| -0.6% | -$30.1K | 1.41% | 19 |
|
|
2025
Q3 | $5.17M | Sell |
50,130
-300
| -0.6% | -$29.9K | 1.34% | 20 |
|
|
2025
Q2 | $4.93M | Sell |
50,430
-2,308
| -4% | -$220K | 1.4% | 20 |
|
|
2025
Q1 | $4.63M | Sell |
52,738
-7,228
| -12% | -$678K | 1.44% | 16 |
|
|
2024
Q4 | $5.42M | Sell |
59,966
-3,347
| -5% | -$290K | 1.5% | 16 |
|
|
2024
Q3 | $5.11M | Sell |
63,313
-650
| -1% | -$47.7K | 1.5% | 17 |
|
|
2024
Q2 | $4.33M | Sell |
63,963
-1,000
| -2% | -$63K | 1.36% | 21 |
|
|
2024
Q1 | $3.91M | Sell |
64,963
-2,762
| -4% | -$158K | 1.22% | 24 |
|
|
2023
Q4 | $3.56M | Sell |
67,725
-7,188
| -10% | -$380K | 1.25% | 21 |
|
|
2023
Q3 | $3.99M | Sell |
74,913
-12,375
| -14% | -$659K | 1.58% | 19 |
|
|
2023
Q2 | $4.57M | Hold |
87,288
| – | – | 1.45% | 19 |
|
|
2023
Q1 | $4.29M | Sell |
87,288
-990
| -1% | -$47K | 1.51% | 19 |
|
|
2022
Q4 | $4.17M | Sell |
88,278
-15
| -0% | -$712 | 1.64% | 17 |
|
|
2022
Q3 | $3.82M | Sell |
88,293
-43,956
| -33% | -$1.93M | 1.42% | 21 |
|
|
2022
Q2 | $5.36M | Sell |
132,249
-8,397
| -6% | -$387K | 1.95% | 16 |
|
|
2022
Q1 | $6.98M | Buy |
140,646
+18,945
| +16% | +$889K | 1.91% | 15 |
|
|
2021
Q4 | $5.87M | Buy |
121,701
+15,453
| +15% | +$738K | 1.51% | 23 |
|
|
2021
Q3 | $4.94M | Buy |
106,248
+90
| +0.1% | +$4.34K | 1.43% | 23 |
|
|
2021
Q2 | $4.99M | Sell |
106,158
-474
| -0.4% | -$22.1K | 1.51% | 21 |
|
|
2021
Q1 | $4.83M | Buy |
106,632
+78,435
| +278% | +$3.63M | 1.72% | 18 |
|
|
2020
Q4 | $1.35M | Buy |
28,197
+5,538
| +24% | +$269K | 0.58% | 42 |
|
|
2020
Q3 | $1.06M | Buy |
22,659
+10,227
| +82% | +$455K | 0.54% | 41 |
|
|
2020
Q2 | $496K | Buy |
12,432
+738
| +6% | +$30.4K | 0.31% | 64 |
|
|
2020
Q1 | $442K | Sell |
11,694
-12,450
| -52% | -$479K | 0.4% | 52 |
|
|
2019
Q4 | $956K | Hold |
24,144
| – | – | 0.79% | 35 |
|
|
2019
Q3 | $955K | Hold |
24,144
| – | – | 0.88% | 31 |
|
|
2019
Q2 | $889K | Hold |
24,144
| – | – | 0.87% | 35 |
|
|
2019
Q1 | $784K | Buy |
+24,144
| New | +$783K | 0.81% | 36 |
|
Other funds holding WMT
Xcel Wealth Management's WMT Position: Q2 2026 in Review
Xcel Wealth Management reduced its Walmart Inc (WMT) stake by 13% in Q2 2026, selling an estimated $653K and leaving 35,184 shares worth $3.98M. The position accounts for 0.95% of the portfolio, ranked #28.
Xcel Wealth Management first reported a position in WMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.98M in Q1 2022. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Xcel Wealth Management held 35,184 shares of Walmart Inc worth $3.98M as of Q2 2026.
- Xcel Wealth Management sold 5,261 Walmart Inc shares in Q2 2026, an estimated $653K.
- Walmart Inc made up 0.95% of Xcel Wealth Management's portfolio in Q2 2026, its #28 holding.
- Xcel Wealth Management first reported a position in Walmart Inc in Q1 2019 and has held it in 30 quarters since.
- Xcel Wealth Management's Walmart Inc position peaked at $6.98M in Q1 2022.
- 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.