Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
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
2012   Q2 0 0.00 Sell 100.00% 1.06 $19.42–25.08 · VW $23.10i SEC
2012   Q1 987,000 1.06 Reduce 15.42% 0.20 $19.06–20.88 · VW $19.86i $20,135,000 SEC
2011   Q4 1,167,000 1.32 Reduce 21.41% 0.32 $18.56–20.67 · VW $19.89i $23,247,000 SEC
2011   Q3 1,485,000 1.50 Reduce 9.59% 0.15 $16.10–19.32 · VW $18.11i $25,691,000 SEC
2011   Q2 1,642,500 1.54 Reduce 0.45% <0.01 $17.26–18.82 · VW $17.89i $29,094,000 SEC
2011   Q1 1,650,000 1.59 Reduce 0.90% 0.02 $16.99–18.91 · VW $18.08i $28,628,000 SEC
2010   Q4 1,665,000 1.78 $17.98 $29,931,000 SEC
2010   Q3 1,665,000 1.85 $17.84 $29,704,000 SEC
2010   Q2 1,665,000 1.88 Add 65.67% 0.74 $15.92–18.32 · VW $17.10i $26,679,000 SEC
2010   Q1 1,005,000 0.59 $18.53 $18,626,000 SEC
2009   Q4 1,005,000 0.73 Add 17.54% 0.11 $16.51–18.40 · VW $17.57i $17,906,000 SEC
2009   Q3 855,000 1.10 Add 22.84% 0.21 $16.24–17.52 · VW $16.77i $13,991,000 SEC
2009   Q2 696,000 0.41 $16.15 $11,238,000 SEC
2009   Q1 696,000 1.08 Reduce 46.30% 0.87 $15.42–18.19 · VW $16.80i $12,087,000 SEC
2008   Q4 1,296,000 1.88 Reduce 6.49% 0.10 $15.64–19.74 · VW $17.03i $24,218,000 SEC
2008   Q3 1,386,000 1.48 Reduce 21.69% 0.32 $15.80–21.28 · VW $18.56i $27,669,000 SEC
2008   Q2 1,770,000 1.49 Reduce 56.66% 1.48 $18.35–19.98 · VW $19.29i $33,158,000 SEC
2008   Q1 4,084,053 2.62 Reduce 64.39% 3.86 $15.95–19.68 · VW $18.32i $71,716,000 SEC
2007   Q4 11,470,419 5.99 Reduce 26.08% 1.52 $14.17–17.10 · VW $16.06i $181,730,000 SEC
2007   Q3 15,516,459 5.81 Reduce 0.56% 0.03 $14.03–16.14 · VW $15.08i $225,764,000 SEC
2007   Q2 15,603,459 5.89 Reduce 0.22% 0.01 $15.24–17.15 · VW $15.90i $250,227,000 SEC
2007   Q1 15,637,959 6.17 Reduce 0.42% 0.02 $15.02–16.81 · VW $15.93i $244,734,000 SEC
2006   Q4 15,703,914 5.91 Add 11.55% 0.61 $14.93–16.57 · VW $15.80i $241,736,000 SEC
2006   Q3 14,078,514 6.02 Buy 6.02 $14.49–17.38 · VW $16.10i $231,451,000 SEC
2006   Q2 0 0.00 Sell 100.00% 6.27 $14.10–16.67 · VW $15.20i SEC
2006   Q1 17,285,325 6.27 Reduce 7.84% 0.24 $14.84–16.29 · VW $15.38i $272,186,000 SEC
2005   Q4 18,755,325 3.12 Reduce 10.11% 0.62 $14.85–16.96 · VW $15.72i $292,583,000 SEC
2005   Q3 20,865,825 6.17 Add 37.12% 1.67 $14.10–16.62 · VW $15.50i $304,780,000 SEC
2005   Q2 15,217,200 5.07 Buy 5.07 $15.53–16.90 · VW $16.29i $244,490,000 SEC
2002   Q1 0 0.00 Sell 100.00% 0.08 $18.49–21.31 · VW $19.47i SEC
2001   Q4 231,000 0.08 $19.18 $4,431,000 SEC
2001   Q3 231,000 0.08 Reduce 59.90% 0.13 $14.00–18.92 · VW $16.69i $3,812,000 SEC
2001   Q2 576,000 0.22 $16.27 $9,370,000 SEC
2001   Q1 576,000 0.11 Reduce 21.25% 0.07 $15.07–18.93 · VW $17.08i $9,696,000 SEC
2000   Q4 731,400 0.35 $17.71 $12,952,000 SEC
2000   Q3 731,400 0.15 $16.04 $11,733,000 SEC
2000   Q2 731,400 0.20 Buy 0.20 $16.50–20.98 · VW $18.63i $14,049,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.51 $14.48–21.65 · VW $18.19i SEC
1999   Q4 599,400 0.51 Reduce 18.05% 0.09 $17.83–23.42 · VW $19.83i $13,811,000 SEC
1999   Q3 731,400 0.50 Add 4.28% 0.02 $12.96–19.50 · VW $17.08i $11,596,000 SEC
1999   Q2 701,400 0.57 $16.08 $11,281,000 SEC
1999   Q1 701,400 0.72 $15.37 $10,777,000 SEC
Price snapshot:
Current price$114.78
52-week low$93.45
52-week high$135.16