Tom Russo’s WMT Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+68,055 shares
Current Position
10,165 shares
$1.05 M value

Tom Russo's WMT Position Overview

Tom Russo (via Gardner Russo & Quinn LLC) currently holds 10.2K shares of Walmart Inc. (WMT) worth $1.05 M, representing 0.01% 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, Tom Russo has maintained a long-term strategic position in WMT, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 24.0K shares. Largest reduction occurred in Q4 2016, reducing 24.2K shares.

Analysis based on 13F filings available since 2013 Q2

Tom Russo's Walmart (WMT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Walmart (WMT) Trades by Tom Russo

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +68,055 Add 0.00% 68,052 $24.83
Q3 2013 -375 Reduce 0.55% 67,677 $24.65
Q4 2013 -150 Reduce 0.22% 67,527 $26.23
Q1 2014 -4,500 Reduce 6.66% 63,027 $25.48
Q3 2014 -750 Reduce 1.19% 62,277 $25.48
Q4 2014 -450 Reduce 0.72% 61,827 $28.63
Q1 2015 -1,755 Reduce 2.84% 60,072 $27.42
Q2 2015 -1,650 Reduce 2.75% 58,422 $23.64
Q4 2015 -2,100 Reduce 3.59% 56,322 $20.44
Q1 2016 -300 Reduce 0.53% 56,022 $22.83
Q2 2016 +24,003 Add 42.85% 80,025 $24.34
Q3 2016 -11,700 Reduce 14.62% 68,325 $24.05
Q4 2016 -24,150 Reduce 35.35% 44,175 $23.04
Q1 2017 -14,118 Reduce 31.96% 30,057 $24.02
Q3 2017 -9,030 Reduce 30.04% 21,027 $26.06
Q4 2017 -4,170 Reduce 19.83% 16,857 $32.92
Q1 2018 -807 Reduce 4.79% 16,050 $29.66
Q2 2018 -165 Reduce 1.03% 15,885 $28.58
Q3 2018 -720 Reduce 4.53% 15,165 $31.32
Q1 2019 -345 Reduce 2.27% 14,820 $32.52
Q2 2019 -255 Reduce 1.72% 14,565 $36.80
Q1 2020 -375 Reduce 2.57% 14,190 $37.84
Q2 2020 -450 Reduce 3.17% 13,740 $39.96
Q4 2020 -300 Reduce 2.18% 13,440 $48.07
Q4 2021 -3,000 Reduce 22.32% 10,440 $48.28
Q1 2023 -75 Reduce 0.72% 10,365 $49.15
Q4 2024 -60 Reduce 0.58% 10,305 $90.35
Q1 2025 -65 Reduce 0.63% 10,240 $87.79
Q2 2025 -75 Reduce 0.73% 10,165 $97.78

Tom Russo's Walmart Investment FAQs

Tom Russo first purchased Walmart Inc. (WMT) in Q2 2013, acquiring 68,052 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

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

Tom Russo's largest addition to Walmart Inc. (WMT) was in Q2 2013, adding 68,052 shares worth $1.69 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 10,165 shares of Walmart Inc. (WMT), valued at approximately $1.05 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 0.01% of Tom Russo'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.

Tom Russo's peak holding in Walmart Inc. (WMT) was 80,025 shares, as reported at the end of Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.