Contravisory Investment Management’s Walmart Inc WMT Stock Holding History

Contravisory 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	$8.23M	Sell	72,683 -465	-0.6%	-$57.7K	1.45%	31
2026 Q1	$9.09M	Sell	73,148 -3,067	-4%	-$377K	1.86%	17
2025 Q4	$8.49M	Sell	76,215 -2,077	-3%	-$223K	1.68%	30
2025 Q3	$8.07M	Sell	78,292 -3,202	-4%	-$319K	1.56%	29
2025 Q2	$7.97M	Buy	81,494 +75,351	+1,227%	+$7.18M	1.57%	31
2025 Q1	$539K	Sell	6,143 -152	-2%	-$14.3K	0.11%	131
2024 Q4	$569K	Sell	6,295 -699	-10%	-$60.7K	0.12%	112
2024 Q3	$565K	Sell	6,994 -67	-0.9%	-$4.92K	0.12%	115
2024 Q2	$478K	Sell	7,061 -242	-3%	-$15.2K	0.11%	126
2024 Q1	$439K	Sell	7,303 -113	-2%	-$6.47K	0.1%	146
2023 Q4	$390K	Sell	7,416 -87	-1%	-$4.6K	0.1%	155
2023 Q3	$400K	Buy	+7,503	New	+$399K	0.11%	124
2022 Q2	–	Sell	-450	Closed	-$22K	–	381
2022 Q1	$22K	Buy	+450	New	+$21.1K	0.01%	253
2021 Q2	–	Sell	-6,618	Closed	-$300K	–	298
2021 Q1	$300K	Buy	6,618 +411	+7%	+$19K	0.09%	130
2020 Q4	$298K	Buy	6,207 +186	+3%	+$9.03K	0.09%	123
2020 Q3	$281K	Buy	+6,021	New	+$268K	0.1%	122
2020 Q2	–	Sell	-1,104	Closed	-$42K	–	335
2020 Q1	$42K	Buy	+1,104	New	+$42.5K	0.02%	217
2019 Q2	–	Sell	-300	Closed	-$10K	–	338
2019 Q1	$10K	Sell	300 -1,035	-78%	-$33.6K	﹤0.01%	260
2018 Q4	$41K	Buy	+1,335	New	+$42.8K	0.02%	223
2017 Q4	–	Sell	-300	Closed	-$8K	–	533
2017 Q3	$8K	Buy	+300	New	+$7.87K	﹤0.01%	280
2017 Q1	–	Sell	-150	Closed	-$3K	–	341
2016 Q4	$3K	Hold	150	–	–	﹤0.01%	251
2016 Q3	$4K	Sell	150 -90	-38%	-$2.18K	﹤0.01%	219
2016 Q2	$6K	Buy	240 +150	+167%	+$3.47K	﹤0.01%	130
2016 Q1	$2K	Buy	+90	New	+$1.97K	﹤0.01%	191
2015 Q3	–	Sell	-308,355	Closed	-$7.29M	–	182
2015 Q2	$7.29M	Sell	308,355 -10,275	-3%	-$262K	1.59%	40
2015 Q1	$8.74M	Buy	+318,630	New	+$9.04M	1.75%	38

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

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

Contravisory Investment Management reduced its Walmart Inc (WMT) stake by 0.64% in Q2 2026, selling an estimated $57.7K and leaving 72,683 shares worth $8.23M. The position accounts for 1.45% of the portfolio, ranked #31.

Contravisory Investment Management first reported a position in WMT in Q1 2015 and has held it in 26 quarters since. The position peaked at $9.09M in Q1 2026. 2,074 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Contravisory Investment Management held 72,683 shares of Walmart Inc worth $8.23M as of Q2 2026.
Contravisory Investment Management sold 465 Walmart Inc shares in Q2 2026, an estimated $57.7K.
Walmart Inc made up 1.45% of Contravisory Investment Management's portfolio in Q2 2026, its #31 holding.
Contravisory Investment Management first reported a position in Walmart Inc in Q1 2015 and has held it in 26 quarters since.
Contravisory Investment Management's Walmart Inc position peaked at $9.09M in Q1 2026.
2,074 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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