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Baron Silver Stevens Financial Advisors’s Walmart Inc WMT Stock Holding History

Baron Silver Stevens Financial 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 		$861K Hold
7,602
– – 0.11% 71
2026
Q1 		$945K Sell
7,602
-137
-2% -$16.8K 0.14% 63
2025
Q4 		$862K Sell
7,739
-337
-4% -$36.2K 0.12% 65
2025
Q3 		$832K Sell
8,076
-369
-4% -$36.7K 0.12% 65
2025
Q2 		$826K Buy
8,445
+646
+8% +$61.5K 0.13% 63
2025
Q1 		$685K Buy
7,799
+106
+1% +$9.94K 0.12% 63
2024
Q4 		$695K Buy
7,693
+200
+3% +$17.4K 0.12% 63
2024
Q3 		$605K Buy
7,493
+284
+4% +$20.9K 0.11% 64
2024
Q2 		$488K Buy
7,209
+846
+13% +$53.3K 0.09% 70
2024
Q1 		$383K Sell
6,363
-1,236
-16% -$70.7K 0.07% 81
2023
Q4 		$399K Buy
7,599
+891
+13% +$47.1K 0.08% 70
2023
Q3 		$358K Buy
6,708
+633
+10% +$33.7K 0.08% 71
2023
Q2 		$318K Sell
6,075
-615
-9% -$31K 0.07% 78
2023
Q1 		$329K Hold
6,690
– – 0.09% 70
2022
Q4 		$316K Hold
6,690
– – 0.08% 69
2022
Q3 		$548 Sell
6,690
-219
-3% -$9.59K 0.15% 50
2022
Q2 		$279K Buy
6,909
+1,140
+20% +$52.6K 0.07% 81
2022
Q1 		$286K Buy
+5,769
New +$271K 0.07% 73
2021
Q1 		– Sell
-3,228
Closed -$155K – 486
2020
Q4 		$155K Buy
+3,228
New +$157K 0.05% 74

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Baron Silver Stevens Financial Advisors's WMT Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 7,602 shares worth $861K. The position accounts for 0.11% of the portfolio, ranked #71.

Baron Silver Stevens Financial Advisors first reported a position in WMT in Q4 2020 and has held it in 19 quarters since. The position peaked at $945K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 7,602 shares of Walmart Inc worth $861K as of Q2 2026.
  • Baron Silver Stevens Financial Advisors left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.11% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 19 quarters since.
  • Baron Silver Stevens Financial Advisors's Walmart Inc position peaked at $945K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.