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Canopy Partners’s Walmart Inc WMT Stock Holding History

Canopy Partners’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 		$3.47M Sell
30,644
-533
-2% -$66.2K 1.04% 22
2026
Q1 		$3.87M Sell
31,177
-683
-2% -$83.9K 1.33% 18
2025
Q4 		$3.55M Sell
31,860
-1,064
-3% -$114K 1.16% 20
2025
Q3 		$3.39M Buy
32,924
+398
+1% +$39.6K 1.13% 19
2025
Q2 		$3.18M Buy
32,526
+153
+0.5% +$14.6K 1.17% 19
2025
Q1 		$2.84M Sell
32,373
-963
-3% -$90.3K 1.11% 22
2024
Q4 		$3.01M Buy
33,336
+1,503
+5% +$130K 1.15% 19
2024
Q3 		$2.57M Sell
31,833
-27
-0.1% -$1.98K 1.11% 18
2024
Q2 		$2.16M Hold
31,860
– – 1% 18
2024
Q1 		$1.92M Buy
31,860
+2,043
+7% +$117K 0.94% 21
2023
Q4 		$1.57M Buy
+29,817
New +$1.58M 0.96% 22

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

Canopy Partners's WMT Position: Q2 2026 in Review

Canopy Partners reduced its Walmart Inc (WMT) stake by 1.7% in Q2 2026, selling an estimated $66.2K and leaving 30,644 shares worth $3.47M. The position accounts for 1.04% of the portfolio, ranked #22.

Canopy Partners first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.87M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Canopy Partners held 30,644 shares of Walmart Inc worth $3.47M as of Q2 2026.
  • Canopy Partners sold 533 Walmart Inc shares in Q2 2026, an estimated $66.2K.
  • Walmart Inc made up 1.04% of Canopy Partners's portfolio in Q2 2026, its #22 holding.
  • Canopy Partners first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Canopy Partners's Walmart Inc position peaked at $3.87M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.