Avity Investment Management’s Walmart Inc WMT Stock Holding History

Avity Investment Management’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	$387K	Sell	3,415 -303	-8%	-$37.6K	0.02%	98
2026 Q1	$462K	Sell	3,718 -240	-6%	-$29.5K	0.03%	87
2025 Q4	$441K	Hold	3,958	–	–	0.03%	85
2025 Q3	$408K	Sell	3,958 -550	-12%	-$54.8K	0.03%	86
2025 Q2	$441K	Sell	4,508 -100	-2%	-$9.53K	0.03%	85
2025 Q1	$405K	Sell	4,608 -1,960	-30%	-$184K	0.03%	81
2024 Q4	$593K	Sell	6,568 -325	-5%	-$28.2K	0.05%	68
2024 Q3	$557K	Sell	6,893 -925	-12%	-$67.9K	0.04%	70
2024 Q2	$529K	Hold	7,818	–	–	0.04%	66
2024 Q1	$470K	Hold	7,818	–	–	0.04%	72
2023 Q4	$411K	Buy	+7,818	New	+$414K	0.04%	77
2021 Q2	–	Sell	-4,518	Closed	-$205K	–	87
2021 Q1	$205K	Hold	4,518	–	–	0.02%	79
2020 Q4	$217K	Sell	4,518 -51	-1%	-$2.48K	0.02%	77
2020 Q3	$213K	Buy	+4,569	New	+$203K	0.02%	69

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Avity Investment Management's WMT Position: Q2 2026 in Review

Avity Investment Management reduced its Walmart Inc (WMT) stake by 8.1% in Q2 2026, selling an estimated $37.6K and leaving 3,415 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #98.

Avity Investment Management first reported a position in WMT in Q3 2020 and has held it in 14 quarters since. The position peaked at $593K in Q4 2024. 1,523 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Avity Investment Management held 3,415 shares of Walmart Inc worth $387K as of Q2 2026.
Avity Investment Management sold 303 Walmart Inc shares in Q2 2026, an estimated $37.6K.
Walmart Inc made up 0.02% of Avity Investment Management's portfolio in Q2 2026, its #98 holding.
Avity Investment Management first reported a position in Walmart Inc in Q3 2020 and has held it in 14 quarters since.
Avity Investment Management's Walmart Inc position peaked at $593K in Q4 2024.
1,523 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.