WMT Stock Ownership Activity

WALMART INC 13F holders

2 value investing gurus have made changes to the WALMART INC (WMT) position according to the gurus' latest SEC quarterly report(s). WMT has been bought (as a new position) by 1 guru(s), the number of WMT shares has been decreased by 1 super investor(s).

Which gurus or hedge funds are buying WMT now?

According to the latest SEC filing(s) WALMART INC (WMT) has been bought by Parnassus Investments - Parnassus Endeavor Fund (new buy).

To see more about who is investing in WALMART INC (WMT), please go to the WMT ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2025 Q2 (2 results)
Parnassus Investments
Parnassus Endeavor Fund
buy
+466,056
+1.00%
1.00%
Thomas Russo
Gardner Russo & Quinn
-0.73%
-75
-0.00%
0.01%
Current price: $97.96 0.18% AVG reported price*: $97.78
2025 Q1 (1 result)
Thomas Russo
Gardner Russo & Quinn
-0.63%
-65
-0.00%
0.01%
Current price: $97.96 11.58% Reported price*: $87.79
2024 Q4 (1 result)
Thomas Russo
Gardner Russo & Quinn
-0.58%
-60
-0.00%
0.01%
Current price: $97.96 8.42% Reported price*: $90.35
2024 Q3 (1 result)
Nathaniel Simons
Meritage Group
-100.00%
-4,203
-0.01%
0.00%
Current price: $97.96 44.68% Reported price*: $67.71
2024 Q2 (1 result)
Nathaniel Simons
Meritage Group
buy
+4,203
+0.01%
0.00%
Current price: $97.96 44.68% Reported price*: $67.71
2023 Q3 (1 result)
Bill Gates
Bill & Melinda Gates Foundation Trust
+0.31%
+27,900
+0.00%
1.25%
Current price: $97.96 83.76% Reported price*: $53.31
2023 Q1 (1 result)
Thomas Russo
Gardner Russo & Quinn
-0.72%
-75
-0.00%
0.01%
Current price: $97.96 99.31% Reported price*: $49.15
2022 Q1 (1 result)
Bill Gates
Bill & Melinda Gates Foundation Trust
-56.36%
-11,702,640
-2.94%
2.28%
Current price: $97.96 97.34% Reported price*: $49.64
2021 Q4 (3 results)
Thomas Russo
Gardner Russo & Quinn
-22.32%
-3,000
-0.00%
0.00%
David Tepper
Appaloosa Management
-100.00%
-300,000
-0.36%
0.00%
Paul Lountzis
Lountzis Asset Management
-100.00%
-204
-0.01%
0.00%
Current price: $97.96 102.92% AVG reported price*: $48.28
2021 Q3 (3 results)
David Tepper
Appaloosa Management
buy
+300,000
+0.33%
0.00%
Bill Gates
Bill & Melinda Gates Foundation Trust
-8.93%
-2,036,901
-0.41%
4.16%
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-14,187
-0.00%
0.00%
Current price: $97.96 110.85% AVG reported price*: $46.46
2021 Q2 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+14,187
+0.00%
0.00%
Current price: $97.96 108.36% Reported price*: $47.01
2021 Q1 (2 results)
Bill Gates
Bill & Melinda Gates Foundation Trust
-34.49%
-12,006,882
-2.59%
4.93%
Harry Burn
Sound Shore Management
-100.00%
-1,283,553
-1.80%
0.00%
Current price: $97.96 116.36% AVG reported price*: $45.28
2020 Q4 (2 results)
Thomas Russo
Gardner Russo & Quinn
-2.18%
-300
-0.00%
0.01%
Harry Burn
Sound Shore Management
-14.67%
-220,653
-0.32%
0.00%
Current price: $97.96 103.81% AVG reported price*: $48.07
2020 Q3 (1 result)
Harry Burn
Sound Shore Management
-12.20%
-208,923
-0.30%
2.19%
Current price: $97.96 110.05% Reported price*: $46.64
2020 Q2 (4 results)
Paul Lountzis
Lountzis Asset Management
buy
+204
+0.01%
0.01%
Thomas Russo
Gardner Russo & Quinn
-3.17%
-450
-0.00%
0.01%
Harry Burn
Sound Shore Management
-29.11%
-703,512
-0.87%
2.11%
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-29,400
-0.00%
0.00%
Current price: $97.96 146.75% AVG reported price*: $39.70
2020 Q1 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+29,400
+0.00%
0.00%
Harry Burn
Sound Shore Management
+11.84%
+255,759
+0.34%
3.19%
Thomas Russo
Gardner Russo & Quinn
-2.57%
-375
-0.00%
0.01%
Current price: $97.96 158.75% AVG reported price*: $37.86
2019 Q4 (1 result)
Harry Burn
Sound Shore Management
-18.24%
-482,061
-0.45%
2.00%
Current price: $97.96 147.29% Reported price*: $39.61
2019 Q3 (1 result)
Harry Burn
Sound Shore Management
-15.34%
-478,899
-0.39%
2.17%
Current price: $97.96 147.62% Reported price*: $39.56
2019 Q2 (2 results)
Thomas Russo
Gardner Russo & Quinn
-1.72%
-255
-0.00%
0.00%
Harry Burn
Sound Shore Management
-7.16%
-240,891
-0.17%
2.23%
Current price: $97.96 166.09% AVG reported price*: $36.82
2019 Q1 (2 results)
Thomas Russo
Gardner Russo & Quinn
-2.27%
-345
-0.00%
0.00%
Harry Burn
Sound Shore Management
-33.68%
-1,707,663
-1.07%
2.10%
Current price: $97.96 201.26% AVG reported price*: $32.52
2018 Q4 (1 result)
Harry Burn
Sound Shore Management
-15.13%
-903,723
-0.58%
3.24%
Current price: $97.96 215.49% Reported price*: $31.05
2018 Q3 (3 results)
Harry Burn
Sound Shore Management
+3.56%
+205,191
+0.11%
3.20%
Thomas Russo
Gardner Russo & Quinn
-4.53%
-720
-0.00%
0.00%
Warren Buffett
Berkshire Hathaway
-100.00%
-4,180,539
-0.05%
0.00%
Current price: $97.96 212.84% AVG reported price*: $31.31
2018 Q2 (2 results)
Harry Burn
Sound Shore Management
+20.24%
+971,094
+0.47%
2.77%
Thomas Russo
Gardner Russo & Quinn
-1.03%
-165
-0.00%
0.00%
Current price: $97.96 242.93% AVG reported price*: $28.57
2018 Q1 (2 results)
Thomas Russo
Gardner Russo & Quinn
-4.79%
-807
-0.00%
0.00%
Harry Burn
Sound Shore Management
-16.22%
-928,971
-0.45%
2.30%
Current price: $97.96 230.31% AVG reported price*: $29.66
2017 Q4 (3 results)
Harry Burn
Sound Shore Management
-14.68%
-985,683
-0.49%
2.87%
Thomas Russo
Gardner Russo & Quinn
-19.83%
-4,170
-0.00%
0.00%
Donald Yacktman
Yacktman Asset Management
-100.00%
-3,149,985
-0.79%
0.00%
Current price: $97.96 197.57% AVG reported price*: $32.92
2017 Q3 (3 results)
Donald Yacktman
Yacktman Asset Management
-0.52%
-16,425
-0.00%
0.00%
Harry Burn
Sound Shore Management
-1.74%
-119,070
-0.05%
2.86%
Thomas Russo
Gardner Russo & Quinn
-30.04%
-9,030
-0.00%
0.00%
Current price: $97.96 275.99% AVG reported price*: $26.05
48 of 143

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.