Concurrent Investment Advisors’s Walmart Inc WMT Stock Holding History

Concurrent 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	$72.4M	Sell	638,924 -5,259	-0.8%	-$653K	0.62%	21
2026 Q1	$80.1M	Sell	644,183 -23,989	-4%	-$2.95M	0.87%	14
2025 Q4	$74.4M	Buy	668,172 +287,382	+75%	+$30.9M	0.85%	15
2025 Q3	$39.2M	Sell	380,790 -13,994	-4%	-$1.39M	0.67%	24
2025 Q2	$38.6M	Buy	394,784 +28,423	+8%	+$2.71M	0.75%	20
2025 Q1	$32.2M	Buy	366,361 +29,475	+9%	+$2.77M	0.78%	18
2024 Q4	$30.4M	Buy	336,886 +40,421	+14%	+$3.51M	0.82%	22
2024 Q3	$23.9M	Buy	296,465 +14,604	+5%	+$1.07M	0.71%	24
2024 Q2	$19.1M	Buy	281,861 +53,415	+23%	+$3.36M	0.63%	29
2024 Q1	$13.7M	Sell	228,446 -17,119	-7%	-$980K	0.55%	38
2023 Q4	$12.9M	Buy	+245,565	New	+$13M	0.61%	34

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Walmart Inc (WMT) stake by 0.82% in Q2 2026, selling an estimated $653K and leaving 638,924 shares worth $72.4M. The position accounts for 0.62% of the portfolio, ranked #21.

Concurrent Investment Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $80.1M in Q1 2026. 1,882 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Concurrent Investment Advisors held 638,924 shares of Walmart Inc worth $72.4M as of Q2 2026.
Concurrent Investment Advisors sold 5,259 Walmart Inc shares in Q2 2026, an estimated $653K.
Walmart Inc made up 0.62% of Concurrent Investment Advisors's portfolio in Q2 2026, its #21 holding.
Concurrent Investment Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Walmart Inc position peaked at $80.1M in Q1 2026.
1,882 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.