Saratoga Research & Investment Management / WMT
Saratoga Research & Investment Management’s Walmart Inc Position
Does Saratoga Research & Investment Management own Walmart Inc (WMT)? Not currently — the last reported position was 153.5K shares worth $17M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$17M
Q4 2025
Shares
153.5K
% of Portfolio
+0.90%
Quarters Held
29
position exited
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 153.5K | $17M | +0.90% |
| Q3 2025 | 162.6K | $17M | +0.87% |
| Q2 2025 | 174.9K | $17M | +0.92% |
| Q1 2025 | 402.7K | $35M | +1.87% |
| Q4 2024 | 468.3K | $42M | +2.13% |
| Q3 2024 | 489.3K | $40M | +1.73% |
| Q2 2024 | 750.9K | $51M | +2.31% |
| Q1 2024 | 784.7K | $47M | +2.15% |
| Q4 2023 | 273.7K | $43M | +1.99% |
| Q3 2023 | 299.7K | $48M | +2.34% |
| Q2 2023 | 329.7K | $52M | +2.39% |
| Q1 2023 | 330.7K | $49M | +2.32% |
| Q4 2022 | 331.5K | $47M | +2.32% |
| Q3 2022 | 342.7K | $44M | +2.35% |
| Q2 2022 | 344.4K | $42M | +2.07% |
| Q1 2022 | 244.3K | $36M | +1.58% |
| Q4 2021 | 246.3K | $36M | +1.52% |
| Q3 2021 | 248.7K | $35M | +1.60% |
| Q2 2021 | 257.3K | $36M | +1.71% |
| Q1 2021 | 263.0K | $36M | +1.81% |
| Q4 2020 | 276.4K | $40M | +2.14% |
| Q3 2020 | 307.3K | $43M | +2.58% |
| Q2 2020 | 322.4K | $39M | +2.44% |
| Q1 2020 | 322.7K | $37M | +2.54% |
| Q4 2019 | 574.7K | $68M | +4.10% |
| Q3 2019 | 610.8K | $72M | +4.68% |
| Q2 2019 | 640.5K | $71M | +4.45% |
| Q1 2019 | 650.4K | $63M | +4.33% |
| Q4 2018 | 636.5K | $59M | +4.70% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Saratoga Research & Investment Management’s full portfolio or all institutional holders of WMT.