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Cary Street Partners Investment Advisory’s Walmart Inc WMT Stock Holding History

Cary Street Partners Investment Advisory’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 		$1.52M Buy
13,442
+459
+4% +$57K 0.31% 83
2026
Q1 		$1.61M Buy
12,983
+646
+5% +$79.3K 0.41% 62
2025
Q4 		$1.37M Sell
12,337
-718
-5% -$77.1K 0.37% 73
2025
Q3 		$1.35M Buy
13,055
+581
+5% +$57.8K 0.56% 36
2025
Q2 		$1.22M Buy
12,474
+1,097
+10% +$105K 0.59% 37
2025
Q1 		$999K Buy
11,377
+1,076
+10% +$101K 0.58% 39
2024
Q4 		$931K Sell
10,301
-39,980
-80% -$3.47M 0.61% 36
2024
Q3 		$4.06M Sell
50,281
-1,173
-2% -$86.1K 0.15% 156
2024
Q2 		$3.48M Buy
51,454
+3,349
+7% +$211K 0.14% 167
2024
Q1 		$2.89M Buy
48,105
+1,452
+3% +$83.1K 0.12% 189
2023
Q4 		$2.45M Buy
46,653
+9,132
+24% +$483K 0.12% 199
2023
Q3 		$2M Buy
37,521
+3,420
+10% +$182K 0.11% 210
2023
Q2 		$1.79M Buy
34,101
+5,517
+19% +$278K 0.11% 192
2023
Q1 		$1.4M Sell
28,584
-3,327
-10% -$158K 0.1% 199
2022
Q4 		$1.51M Sell
31,911
-1,293
-4% -$61.4K 0.11% 193
2022
Q3 		$1.44M Sell
33,204
-117
-0.4% -$5.13K 0.12% 185
2022
Q2 		$1.35M Buy
33,321
+22,362
+204% +$1.03M 0.11% 182
2022
Q1 		$544K Buy
10,959
+1,812
+20% +$85.1K 0.15% 147
2021
Q4 		$441K Buy
9,147
+2,298
+34% +$110K 0.12% 167
2021
Q3 		$318K Buy
6,849
+66
+1% +$3.18K 0.1% 182
2021
Q2 		$319K Sell
6,783
-837
-11% -$39K 0.1% 184
2021
Q1 		$345K Sell
7,620
-15,744
-67% -$729K 0.14% 152
2020
Q4 		$1.12M Buy
23,364
+15,339
+191% +$745K 0.22% 116
2020
Q3 		$374K Buy
8,025
+2,025
+34% +$90K 0.08% 200
2020
Q2 		$239K Buy
6,000
+540
+10% +$22.2K 0.34% 93
2020
Q1 		$206K Buy
+5,460
New +$210K 0.48% 62

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cary Street Partners Investment Advisory's WMT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Walmart Inc (WMT) stake by 3.5% in Q2 2026, buying an estimated $57K and bringing the position to 13,442 shares worth $1.52M. The position accounts for 0.31% of the portfolio, ranked #83.

Cary Street Partners Investment Advisory first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.06M in Q3 2024. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cary Street Partners Investment Advisory held 13,442 shares of Walmart Inc worth $1.52M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 459 Walmart Inc shares in Q2 2026, an estimated $57K.
  • Walmart Inc made up 0.31% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #83 holding.
  • Cary Street Partners Investment Advisory first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
  • Cary Street Partners Investment Advisory's Walmart Inc position peaked at $4.06M in Q3 2024.
  • 2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.