Regent Peak Wealth Advisors LLC Walmart Inc. Transaction History

Regent Peak Wealth Advisors LLC

$507 Million
Q4 2025

A detailed history of Regent Peak Wealth Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 18,138 shares of WMT stock, worth $1.87 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

18,138

Previous 17,985 0.85%

Holding current value

$1.87 Million

Previous $1.85 Million 0.76%

% of portfolio

0.37%

Previous 0.36%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$101.18 - $109.03 $15,480 - $16,681	153 Added 0.85%	18,138 $1.87 Million
Q3 2025 Oct 16, 2025	BUY	$94.4 - $104.27 $67,873 - $74,970	719 Added 4.16%	17,985 $1.85 Million
Q1 2025 Apr 14, 2025	SELL	$84.5 - $105.05 $4,985 - $6,197	-59 Reduced 0.34%	17,266 $1.52 Million
Q4 2024 Jan 07, 2025	BUY	$79.1 - $95.7 $17,876 - $21,628	226 Added 1.32%	17,325 $1.57 Million
Q3 2024 Oct 16, 2024	BUY	$66.91 - $81.4 $7,159 - $8,709	107 Added 0.63%	17,099 $1.38 Million

Q2 2024 Aug 14, 2024	BUY	$58.85 - $68.9 $8,886 - $10,403	151 Added 0.9%	16,992 $1.15 Million
Q1 2024 May 01, 2024	BUY	$58.61 - $175.86 $667,040 - $2 Million	11,381 Added 208.44%	16,841 $1.01 Million
Q4 2023 Jan 23, 2024	BUY	$150.86 - $169.78 $29,719 - $33,446	197 Added 3.74%	5,460 $860,000
Q3 2023 Nov 03, 2023	BUY	$153.49 - $165.25 $3,069 - $3,305	20 Added 0.38%	5,263 $841,000
Q2 2023 Jul 19, 2023	SELL	$146.06 - $157.73 $18,987 - $20,504	-130 Reduced 2.42%	5,243 $824,000
Q1 2023 Apr 24, 2023	BUY	$136.97 - $147.45 $2,054 - $2,211	15 Added 0.28%	5,373 $792,000
Q4 2022 Feb 08, 2023	BUY	$128.56 - $153.48 $17,484 - $20,873	136 Added 2.6%	5,358 $759,000
Q3 2022 Nov 14, 2022	BUY	$121.98 - $139.52 $49,889 - $57,063	409 Added 8.5%	5,222 $677,000
Q2 2022 Aug 11, 2022	SELL	$118.29 - $159.87 $27,561 - $37,249	-233 Reduced 4.62%	4,813 $585,000
Q1 2022 May 03, 2022	BUY	$133.53 - $149.87 $19,895 - $22,330	149 Added 3.04%	5,046 $752,000
Q4 2021 Feb 11, 2022	BUY	$135.47 - $151.28 $13,411 - $14,976	99 Added 2.06%	4,897 $709,000
Q3 2021 Nov 08, 2021	SELL	$139.32 - $151.45 $1,671 - $1,817	-12 Reduced 0.25%	4,798 $669,000
Q2 2021 Aug 16, 2021	SELL	$135.17 - $142.42 $24,465 - $25,778	-181 Reduced 3.63%	4,810 $686,000
Q1 2021 Apr 28, 2021	BUY	$127.53 - $148.97 $7,524 - $8,789	59 Added 1.2%	4,991 $677,000
Q4 2020 Feb 12, 2021	BUY	$138.75 - $152.79 $142,635 - $157,068	1,028 Added 26.33%	4,932 $711,000
Q3 2020 Nov 04, 2020	SELL	$118.89 - $147.68 $26,393 - $32,784	-222 Reduced 5.38%	3,904 $546,000
Q2 2020 Aug 05, 2020	BUY	$114.14 - $132.33 $75,104 - $87,073	658 Added 18.97%	4,126 $494,000
Q1 2020 Apr 27, 2020	SELL	$104.05 - $122.58 $6,243 - $7,354	-60 Reduced 1.7%	3,468 $394,000
Q4 2019 Feb 14, 2020	BUY	$116.12 - $121.28 $409,671 - $427,875	3,528 New	3,528 $419,000

Others Institutions Holding WMT

# of Institutions

4,600

Shares Held

2.77B

Call Options Held

39.1M

Put Options Held

34.8M

View Full List

About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $279B
Description
Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...

More about WMT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.

Account

Regent Peak Wealth Advisors LLC Walmart Inc. Transaction History