Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Walmart Inc. (WMT)
← All WMT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.13 $39.00–44.71 · VW $42.28i SEC
2020   Q1 464,136 0.13 Reduce 79.00% 0.32 $34.00–44.46 · VW $39.66i $17,578,000 SEC
2019   Q4 2,210,103 0.41 Reduce 46.56% 0.41 $37.56–41.79 · VW $39.17i $87,550,000 SEC
2019   Q3 4,135,443 0.89 Reduce 15.19% 0.14 $34.95–40.24 · VW $38.09i $163,598,000 SEC
2019   Q2 4,876,020 0.95 Reduce 1.88% 0.02 $32.95–38.50 · VW $36.08i $179,584,000 SEC
2019   Q1 4,969,449 0.88 Add 6.80% 0.06 $31.04–34.73 · VW $33.35i $161,557,000 SEC
2018   Q4 4,652,835 0.84 Reduce 42.44% 0.52 $28.59–35.40 · VW $31.98i $144,471,000 SEC
2018   Q3 8,082,756 1.23 Reduce 21.25% 0.31 $29.21–34.20 · VW $32.28i $253,017,000 SEC
2018   Q2 10,263,669 1.47 Reduce 11.71% 0.20 $27.26–29.89 · VW $28.96i $293,028,000 SEC
2018   Q1 11,624,934 1.75 Reduce 23.29% 0.57 $28.28–35.52 · VW $31.10i $344,757,000 SEC
2017   Q4 15,155,130 2.45 Reduce 2.88% 0.06 $29.00–36.66 · VW $33.73i $498,856,000 SEC
2017   Q3 15,604,701 2.15 Add 1.31% 0.03 $25.83–29.70 · VW $28.21i $406,450,000 SEC
2017   Q2 15,403,008 2.13 Add 0.38% <0.01 $24.38–26.82 · VW $25.95i $388,567,000 SEC
2017   Q1 15,345,114 2.08 Add 3.23% 0.07 $22.01–25.26 · VW $24.11i $368,692,000 SEC
2016   Q4 14,865,132 1.99 Reduce 5.02% 0.12 $21.76–24.16 · VW $22.72i $342,493,000 SEC
2016   Q3 15,650,496 2.33 Reduce 2.83% 0.07 $22.36–25.06 · VW $23.59i $376,238,000 SEC
2016   Q2 16,106,742 2.46 Reduce 6.05% 0.15 $20.91–24.78 · VW $23.34i $392,038,000 SEC
2016   Q1 17,144,292 2.41 Reduce 7.01% 0.17 $20.78–23.36 · VW $22.14i $391,404,000 SEC
2015   Q4 18,437,409 2.37 Reduce 2.82% 0.07 $18.77–22.18 · VW $21.02i $376,738,000 SEC
2015   Q3 18,971,778 2.66 Add 22.06% 0.48 $19.05–24.56 · VW $20.90i $410,043,000 SEC
2015   Q2 15,542,382 2.10 Add 288.35% 1.56 $23.45–26.65 · VW $24.70i $367,474,000 SEC
2015   Q1 4,002,147 0.62 Reduce 2.06% 0.01 $25.85–29.33 · VW $27.07i $109,726,000 SEC
2014   Q4 4,086,189 0.63 Reduce 0.04% <0.01 $25.20–30.32 · VW $27.95i $116,974,000 SEC
2014   Q3 4,087,914 0.58 Reduce 0.23% <0.01 $24.20–26.46 · VW $25.36i $104,201,000 SEC
2014   Q2 4,097,289 0.58 Add 5.98% 0.03 $24.51–26.59 · VW $25.21i $102,528,000 SEC
2014   Q1 3,866,139 0.59 Add 25.76% 0.12 $24.09–26.66 · VW $25.77i $98,496,000 SEC
2013   Q4 3,074,304 0.49 Add 49.53% 0.16 $24.55–27.12 · VW $25.52i $80,639,000 SEC
2013   Q3 2,055,954 0.34 Add 8264.68% 0.34 $23.84–26.33 · VW $25.25i $50,686,000 SEC
2013   Q2 24,579 <0.01 $24.82 $610,000 SEC
2013   Q1 24,579 <0.01 Buy <0.01 $22.71–26.50 · VW $25.04i $613,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.51 $15.64–19.74 · VW $17.03i SEC
2008   Q3 3,248,250 0.51 Reduce 76.70% 1.33 $15.80–21.28 · VW $18.56i $64,846,000 SEC
2008   Q2 13,938,750 1.74 Reduce 77.33% 3.82 $18.35–19.98 · VW $19.29i $261,119,000 SEC
2007   Q4 61,483,737 4.94 Reduce 17.62% 0.79 $14.17–17.10 · VW $16.06i $974,107,000 SEC
2007   Q3 74,634,996 4.46 Add 8.84% 0.36 $14.03–16.14 · VW $15.08i $1,085,939,000 SEC
2007   Q2 68,574,771 4.18 Add 143.17% 2.46 $15.24–17.15 · VW $15.90i $1,099,711,000 SEC
2007   Q1 28,200,675 2.93 Reduce 55.90% 2.35 $15.02–16.81 · VW $15.93i $495,204,000 SEC
2006   Q4 63,953,790 4.20 Add 38.65% 1.17 $14.93–16.57 · VW $15.80i $984,462,000 SEC
2006   Q3 46,125,090 3.54 Add 81.72% 1.59 $14.49–17.38 · VW $16.10i $758,296,000 SEC
2006   Q2 25,383,039 2.22 Add 1261.28% 2.06 $14.10–16.67 · VW $15.20i $407,567,000 SEC
2006   Q1 1,864,650 0.17 Buy 0.17 $14.84–16.29 · VW $15.38i $29,362,000 SEC
Price snapshot:
Current price$114.78
52-week low$93.45
52-week high$135.16