Ken Fisher’s WMT Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q3 2022
+22.88 M shares
Current Position
40.3 M shares
$4.15 B value

Ken Fisher's WMT Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 40.3M shares of Walmart Inc. (WMT) worth $4.15 B, representing 1.50% 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, Ken Fisher has maintained a long-term strategic position in WMT, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2022, adding 22.9M shares. Largest reduction occurred in Q4 2021, reducing 23.9M shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's Walmart (WMT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Walmart (WMT) Trades by Ken Fisher

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +1.14 M Add 0.00% 1.14 M $24.83
Q3 2013 -749,022 Reduce 65.61% 392,547 $24.65
Q4 2013 -12,651 Reduce 3.22% 379,896 $26.23
Q1 2014 -132,918 Reduce 34.99% 246,978 $25.48
Q2 2014 +202,083 Add 81.82% 449,061 $25.02
Q3 2014 -58,713 Reduce 13.07% 390,348 $25.49
Q4 2014 -813 Reduce 0.21% 389,535 $28.63
Q1 2015 -2,637 Reduce 0.68% 386,898 $27.42
Q2 2015 -12,696 Reduce 3.28% 374,202 $23.64
Q3 2015 -43,290 Reduce 11.57% 330,912 $21.61
Q4 2015 +424,398 Add 128.25% 755,310 $20.43
Q1 2016 +79,926 Add 10.58% 835,236 $23.02
Q2 2016 +13.96 M Add 1671.05% 14.79 M $24.69
Q3 2016 +360,960 Add 2.44% 15.15 M $24.04
Q4 2016 +277,152 Add 1.83% 15.43 M $23.04
Q1 2017 +496,422 Add 3.22% 15.93 M $24.03
Q2 2017 +1.63 M Add 10.26% 17.56 M $25.23
Q3 2017 +647,370 Add 3.69% 18.21 M $26.05
Q4 2017 +7.91 M Add 43.46% 26.12 M $32.92
Q1 2018 +1.45 M Add 5.56% 27.57 M $29.66
Q2 2018 +1.25 M Add 4.54% 28.83 M $28.55
Q3 2018 +970,131 Add 3.37% 29.8 M $31.30
Q4 2018 +992,187 Add 3.33% 30.79 M $31.05
Q1 2019 +343,524 Add 1.12% 31.13 M $32.51
Q2 2019 +755,799 Add 2.43% 31.89 M $36.83
Q3 2019 +854,244 Add 2.68% 32.74 M $39.56
Q4 2019 +326,241 Add 1.00% 33.07 M $39.61
Q1 2020 -824,529 Reduce 2.49% 32.24 M $37.87
Q2 2020 +886,755 Add 2.75% 33.13 M $39.93
Q3 2020 +867,288 Add 2.62% 34 M $46.64
Q4 2020 +1.49 M Add 4.39% 35.49 M $48.05
Q1 2021 +1.15 M Add 3.25% 36.64 M $45.28
Q2 2021 +1.23 M Add 3.37% 37.88 M $47.01
Q3 2021 +1.2 M Add 3.15% 39.07 M $46.46
Q4 2021 -23.95 M Reduce 61.29% 15.12 M $48.23
Q1 2022 -13.51 M Reduce 89.33% 1.61 M $49.64
Q2 2022 -106,896 Reduce 6.63% 1.51 M $40.53
Q3 2022 +22.88 M Add 1519.21% 24.39 M $43.23
Q4 2022 +844,569 Add 3.46% 25.23 M $47.26
Q1 2023 +740,418 Add 2.93% 25.97 M $49.17
Q2 2023 +652,581 Add 2.51% 26.63 M $52.39
Q3 2023 +719,493 Add 2.70% 27.35 M $53.31
Q4 2023 +1.27 M Add 4.66% 28.62 M $52.55
Q1 2024 +14.58 M Add 50.94% 43.2 M $60.17
Q2 2024 +2.36 M Add 5.46% 45.55 M $67.71
Q3 2024 +2.11 M Add 4.63% 47.66 M $80.75
Q4 2024 +1.13 M Add 2.38% 48.79 M $90.35
Q1 2025 -8.88 M Reduce 18.19% 39.92 M $87.79
Q2 2025 -253,517 Reduce 0.64% 39.66 M $97.78
Q3 2025 +634,211 Add 1.60% 40.3 M $103.06

Ken Fisher's Walmart Investment FAQs

Ken Fisher first purchased Walmart Inc. (WMT) in Q2 2013, acquiring 1,141,569 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

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

Ken Fisher's largest addition to Walmart Inc. (WMT) was in Q3 2022, adding 24,388,023 shares worth $1.05 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 40,298,623 shares of Walmart Inc. (WMT), valued at approximately $4.15 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Walmart Inc. (WMT) represents approximately 1.50% of Ken Fisher'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.

Ken Fisher's peak holding in Walmart Inc. (WMT) was 48,793,045 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.