Ray Dalio’s WMT Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q4 2020
+5.05 M shares
Current Position
275,976 shares
$28.44 M value

Ray Dalio's WMT Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 276.0K shares of Walmart Inc. (WMT) worth $28.44 M, representing 0.11% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in WMT, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2020, adding 5.1M shares. Largest reduction occurred in Q4 2021, reducing 6.6M shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Walmart (WMT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Walmart (WMT) Trades by Ray Dalio

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +250,515 Add 0.00% 250,512 $24.83
Q3 2013 -250,512 Sold Out 250,512 $0.00
Q4 2014 +220,212 New Buy 220,212 $28.63
Q1 2015 +42,000 Add 19.07% 262,212 $27.42
Q2 2015 +86,100 Add 32.84% 348,312 $23.64
Q3 2015 +5,952 Add 1.71% 354,264 $21.61
Q4 2015 -354,264 Sold Out 354,264 $0.00
Q3 2016 +270,300 New Buy 270,300 $24.04
Q4 2016 +348,900 Add 129.08% 619,200 $23.04
Q1 2017 -373,308 Reduce 60.29% 245,892 $24.03
Q2 2017 -245,892 Sold Out 245,892 $0.00
Q2 2018 +504,657 New Buy 504,657 $28.55
Q3 2018 -459,936 Reduce 91.14% 44,721 $31.31
Q4 2018 -44,721 Sold Out 44,721 $0.00
Q3 2020 +4.18 M New Buy 4.18 M $46.64
Q4 2020 +5.05 M Add 120.82% 9.24 M $48.05
Q1 2021 +1.54 M Add 16.64% 10.77 M $45.28
Q2 2021 +4.89 M Add 45.44% 15.67 M $47.01
Q3 2021 -590,520 Reduce 3.77% 15.08 M $46.46
Q4 2021 -6.58 M Reduce 43.65% 8.5 M $48.23
Q1 2022 +3.6 M Add 42.38% 12.1 M $49.64
Q2 2022 +2 M Add 16.51% 14.09 M $40.53
Q3 2022 -2 M Reduce 14.21% 12.09 M $43.23
Q4 2022 -1.89 M Reduce 15.63% 10.2 M $47.26
Q1 2023 -2.19 M Reduce 21.47% 8.01 M $49.15
Q2 2023 -321,504 Reduce 4.01% 7.69 M $52.39
Q3 2023 +387,624 Add 5.04% 8.08 M $53.31
Q4 2023 -445,065 Reduce 5.51% 7.63 M $52.55
Q1 2024 -745,275 Reduce 9.77% 6.89 M $60.17
Q2 2024 -370,742 Reduce 5.38% 6.52 M $67.71
Q3 2024 -3.67 M Reduce 56.34% 2.84 M $80.75
Q4 2024 -2.06 M Reduce 72.60% 779,487 $90.35
Q1 2025 -454,434 Reduce 58.30% 325,053 $87.79
Q2 2025 -79,056 Reduce 24.32% 245,997 $97.78
Q3 2025 +29,979 Add 12.19% 275,976 $103.06

Ray Dalio's Walmart Investment FAQs

Ray Dalio first purchased Walmart Inc. (WMT) in Q2 2013, acquiring 250,512 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Walmart Inc. (WMT) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's largest addition to Walmart Inc. (WMT) was in Q4 2020, adding 9,235,779 shares worth $443.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 275,976 shares of Walmart Inc. (WMT), valued at approximately $28.44 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Walmart Inc. (WMT) represents approximately 0.11% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's peak holding in Walmart Inc. (WMT) was 15,667,728 shares, as reported at the end of Q2 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.