Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
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
2015   Q4 0 0.00 Sell 100.00% 1.91 $18.77–22.18 · VW $21.02i SEC
2015   Q3 3,294,000 1.91 $21.61 $71,194,000 SEC
2015   Q2 3,294,000 1.99 $23.64 $77,881,000 SEC
2015   Q1 3,294,000 2.33 $27.42 $90,310,000 SEC
2014   Q4 3,294,000 2.41 $28.63 $94,296,000 SEC
2014   Q3 3,294,000 2.45 $25.49 $83,964,000 SEC
2014   Q2 3,294,000 2.45 $25.02 $82,427,000 SEC
2014   Q1 3,294,000 2.67 Reduce 2.83% 0.08 $24.09–26.66 · VW $25.77i $83,920,000 SEC
2013   Q4 3,390,000 2.90 Add 1.39% 0.04 $24.55–27.12 · VW $25.52i $88,920,000 SEC
2013   Q3 3,343,422 2.92 Add 0.44% 0.01 $23.84–26.33 · VW $25.25i $82,427,000 SEC
2013   Q2 3,328,866 3.10 Reduce 0.06% <0.01 $24.30–26.65 · VW $25.64i $82,656,000 SEC
2013   Q1 3,330,954 3.23 Add 0.38% 0.01 $22.71–26.50 · VW $25.04i $83,085,000 SEC
2012   Q4 3,318,204 3.32 Reduce 0.33% 0.01 $22.46–25.05 · VW $23.61i $75,467,000 SEC
2012   Q3 3,329,298 3.85 Reduce 0.26% 0.01 $23.78–25.87 · VW $24.89i $81,901,000 SEC
2012   Q2 3,337,989 3.88 Add 1.18% 0.05 $19.42–25.08 · VW $23.10i $77,575,000 SEC
2012   Q1 3,299,103 3.34 Add 844.56% 2.98 $19.06–20.88 · VW $19.86i $67,301,000 SEC
2011   Q4 349,275 0.40 Reduce 89.14% 3.21 $18.56–20.67 · VW $19.89i $6,958,000 SEC
2011   Q3 3,215,712 3.60 Add 1.53% 0.05 $16.10–19.32 · VW $18.11i $55,631,000 SEC
2011   Q2 3,167,103 3.17 Add 1.99% 0.06 $17.26–18.82 · VW $17.89i $56,100,000 SEC
2011   Q1 3,105,291 3.15 Add 4.89% 0.15 $16.99–18.91 · VW $18.08i $53,877,000 SEC
2010   Q4 2,960,385 3.15 Add 5.79% 0.17 $17.71–19.30 · VW $18.57i $53,218,000 SEC
2010   Q3 2,798,385 3.25 Add 5.60% 0.17 $16.67–18.27 · VW $17.67i $49,923,000 SEC
2010   Q2 2,650,005 3.07 Add 1.73% 0.05 $15.92–18.32 · VW $17.10i $42,462,000 SEC
2010   Q1 2,604,993 3.24 Add 0.02% <0.01 $17.55–18.76 · VW $18.06i $48,279,000 SEC
2009   Q4 2,604,390 3.38 Add 0.66% 0.02 $16.51–18.40 · VW $17.57i $46,402,000 SEC
2009   Q3 2,587,290 3.32 Add 1.05% 0.03 $16.24–17.52 · VW $16.77i $42,336,000 SEC
2009   Q2 2,560,284 4.09 Add 4.43% 0.17 $15.78–17.25 · VW $16.55i $41,340,000 SEC
2009   Q1 2,451,675 4.61 Reduce 0.08% <0.01 $15.42–18.19 · VW $16.80i $42,578,000 SEC
2008   Q4 2,453,694 4.23 Reduce 0.35% 0.01 $15.64–19.74 · VW $17.03i $45,852,000 SEC
2008   Q3 2,462,394 3.31 Add 0.04% <0.01 $15.80–21.28 · VW $18.56i $49,157,000 SEC
2008   Q2 2,461,389 3.17 Add 0.91% 0.03 $18.35–19.98 · VW $19.29i $46,110,000 SEC
2008   Q1 2,439,186 2.47 Add 0.60% 0.01 $15.95–19.68 · VW $18.32i $42,833,000 SEC
2007   Q4 2,424,696 2.06 $15.84 $38,415,000 SEC
Price snapshot:
Current price$114.78
52-week low$93.45
52-week high$135.16