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1620 Investment Advisors’s Walmart Inc WMT Stock Holding History

1620 Investment Advisors’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$495K Buy
4,367
+11
+0.3% +$1.37K 0.31% 90
2026
Q1 		$541K Sell
4,356
-3,173
-42% -$390K 0.37% 82
2025
Q4 		$839K Sell
7,529
-366
-5% -$39.3K 0.56% 50
2025
Q3 		$814K Sell
7,895
-215
-3% -$21.4K 0.55% 50
2025
Q2 		$793K Buy
8,110
+192
+2% +$18.3K 0.56% 45
2025
Q1 		$695K Buy
7,918
+348
+5% +$32.6K 0.53% 49
2024
Q4 		$684K Buy
7,570
+228
+3% +$19.8K 0.52% 51
2024
Q3 		$593K Buy
7,342
+90
+1% +$6.61K 0.43% 71
2024
Q2 		$491K Buy
7,252
+25
+0.3% +$1.57K 0.38% 76
2024
Q1 		$435K Sell
7,227
-36
-0.5% -$2.06K 0.44% 77
2023
Q4 		$382K Buy
7,263
+105
+1% +$5.56K 0.42% 83
2023
Q3 		$382K Buy
7,158
+72
+1% +$3.83K 0.43% 82
2023
Q2 		$371K Buy
7,086
+105
+2% +$5.3K 0.4% 80
2023
Q1 		$343K Buy
6,981
+165
+2% +$7.83K 0.41% 84
2022
Q4 		$322K Buy
6,816
+99
+1% +$4.7K 0.39% 91
2022
Q3 		$290K Buy
6,717
+51
+0.8% +$2.23K 0.43% 84
2022
Q2 		$270K Buy
6,666
+366
+6% +$16.9K 0.37% 97
2022
Q1 		$304K Hold
6,300
– – 0.33% 97
2021
Q4 		$304K Buy
+6,300
New +$301K 0.34% 93

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

1620 Investment Advisors's WMT Position: Q2 2026 in Review

1620 Investment Advisors increased its Walmart Inc (WMT) stake by 0.25% in Q2 2026, buying an estimated $1.37K and bringing the position to 4,367 shares worth $495K. The position accounts for 0.31% of the portfolio, ranked #90.

1620 Investment Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $839K in Q4 2025. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • 1620 Investment Advisors held 4,367 shares of Walmart Inc worth $495K as of Q2 2026.
  • 1620 Investment Advisors bought 11 Walmart Inc shares in Q2 2026, an estimated $1.37K.
  • Walmart Inc made up 0.31% of 1620 Investment Advisors's portfolio in Q2 2026, its #90 holding.
  • 1620 Investment Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's Walmart Inc position peaked at $839K in Q4 2025.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.