Joel Greenblatt's WMT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 247.4K shares of Walmart Inc. (WMT) worth $25.5 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, Joel Greenblatt has maintained a long-term strategic position in WMT, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 921.7K shares. Largest reduction occurred in Q4 2018, reducing 1.0M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Walmart (WMT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Walmart (WMT) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +131,091 | Add 0.00% | 131,088 | $24.83 |
| Q3 2013 | +137,646 | Add 105.00% | 268,734 | $24.65 |
| Q4 2013 | +78,036 | Add 29.04% | 346,770 | $26.23 |
| Q1 2014 | +452,157 | Add 130.39% | 798,927 | $25.48 |
| Q2 2014 | +19,614 | Add 2.46% | 818,541 | $25.02 |
| Q3 2014 | +140,208 | Add 17.13% | 958,749 | $25.49 |
| Q4 2014 | +345,180 | Add 36.00% | 1.3 M | $28.63 |
| Q1 2015 | +757,248 | Add 58.07% | 2.06 M | $27.42 |
| Q2 2015 | -558,000 | Reduce 27.07% | 1.5 M | $23.64 |
| Q3 2015 | +177,711 | Add 11.82% | 1.68 M | $21.61 |
| Q4 2015 | +921,666 | Add 54.83% | 2.6 M | $20.43 |
| Q1 2016 | -972,183 | Reduce 37.35% | 1.63 M | $22.83 |
| Q2 2016 | -190,377 | Reduce 11.68% | 1.44 M | $24.34 |
| Q3 2016 | +431,145 | Add 29.94% | 1.87 M | $24.04 |
| Q4 2016 | -99,528 | Reduce 5.32% | 1.77 M | $23.04 |
| Q1 2017 | +62,574 | Add 3.53% | 1.83 M | $24.03 |
| Q2 2017 | +114,504 | Add 6.24% | 1.95 M | $25.23 |
| Q3 2017 | -309,825 | Reduce 15.90% | 1.64 M | $26.05 |
| Q4 2017 | -762,237 | Reduce 46.51% | 876,627 | $32.92 |
| Q1 2018 | +787,569 | Add 89.84% | 1.66 M | $29.66 |
| Q2 2018 | +587,544 | Add 35.30% | 2.25 M | $28.55 |
| Q3 2018 | +463,170 | Add 20.57% | 2.71 M | $31.30 |
| Q4 2018 | -1.05 M | Reduce 38.54% | 1.67 M | $31.05 |
| Q1 2019 | -312,714 | Reduce 18.74% | 1.36 M | $32.51 |
| Q2 2019 | -211,989 | Reduce 15.63% | 1.14 M | $36.83 |
| Q3 2019 | -53,922 | Reduce 4.71% | 1.09 M | $39.56 |
| Q4 2019 | -22,893 | Reduce 2.10% | 1.07 M | $39.61 |
| Q1 2020 | -587,298 | Reduce 55.04% | 479,766 | $37.87 |
| Q2 2020 | +245,910 | Add 51.26% | 725,676 | $39.93 |
| Q3 2020 | -160,476 | Reduce 22.11% | 565,200 | $46.64 |
| Q4 2020 | -77,502 | Reduce 13.71% | 487,698 | $48.05 |
| Q1 2021 | -62,577 | Reduce 12.83% | 425,121 | $45.28 |
| Q2 2021 | -21,417 | Reduce 5.04% | 403,704 | $47.01 |
| Q3 2021 | +5,004 | Add 1.24% | 408,708 | $46.46 |
| Q4 2021 | +10,092 | Add 2.47% | 418,800 | $48.23 |
| Q1 2022 | -175,998 | Reduce 42.02% | 242,802 | $49.64 |
| Q2 2022 | +27,300 | Add 11.24% | 270,102 | $40.53 |
| Q3 2022 | +54,333 | Add 20.12% | 324,435 | $43.23 |
| Q4 2022 | -35,208 | Reduce 10.85% | 289,227 | $47.26 |
| Q1 2023 | +9,519 | Add 3.29% | 298,746 | $49.15 |
| Q2 2023 | +25,305 | Add 8.47% | 324,051 | $52.39 |
| Q3 2023 | -88,374 | Reduce 27.27% | 235,677 | $53.31 |
| Q4 2023 | -45,378 | Reduce 19.25% | 190,299 | $52.55 |
| Q1 2024 | -32,161 | Reduce 16.90% | 158,138 | $60.17 |
| Q2 2024 | +18,571 | Add 11.74% | 176,709 | $67.71 |
| Q3 2024 | -1,148 | Reduce 0.65% | 175,561 | $80.75 |
| Q4 2024 | -2,131 | Reduce 1.21% | 173,430 | $90.35 |
| Q1 2025 | +20,466 | Add 11.80% | 193,896 | $87.79 |
| Q2 2025 | +96,115 | Add 49.57% | 290,011 | $97.78 |
| Q3 2025 | -42,600 | Reduce 14.69% | 247,411 | $103.06 |
Joel Greenblatt's Walmart Investment FAQs
Joel Greenblatt first purchased Walmart Inc. (WMT) in Q2 2013, acquiring 131,088 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Walmart Inc. (WMT) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Walmart Inc. (WMT) was in Q4 2015, adding 2,602,554 shares worth $53.18 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 247,411 shares of Walmart Inc. (WMT), valued at approximately $25.5 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 Joel Greenblatt'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.
Joel Greenblatt's peak holding in Walmart Inc. (WMT) was 2,714,910 shares, as reported at the end of Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.