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Cottonwood Capital Advisors’s Walmart Inc WMT Stock Holding History

Cottonwood Capital 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 		$423K Buy
3,735
+2
+0.1% +$248 0.26% 69
2026
Q1 		$464K Buy
3,733
+2
+0.1% +$246 0.33% 60
2025
Q4 		$416K Hold
3,731
– – 0.3% 66
2025
Q3 		$385K Sell
3,731
-2,576
-41% -$256K 0.28% 68
2025
Q2 		$617K Buy
6,307
+74
+1% +$7.05K 0.41% 53
2025
Q1 		$547K Sell
6,233
-483
-7% -$45.3K 0.4% 56
2024
Q4 		$607K Buy
6,716
+495
+8% +$43K 0.44% 53
2024
Q3 		$502K Sell
6,221
-190
-3% -$14K 0.37% 59
2024
Q2 		$448K Sell
6,411
-926
-13% -$58.3K 0.35% 62
2024
Q1 		$440K Buy
7,337
+38
+0.5% +$2.17K 0.35% 61
2023
Q4 		$384K Buy
7,299
+975
+15% +$51.6K 0.32% 70
2023
Q3 		$337K Sell
6,324
-261
-4% -$13.9K 0.32% 72
2023
Q2 		$345K Sell
6,585
-99
-1% -$4.99K 0.32% 66
2023
Q1 		$328K Sell
6,684
-66
-1% -$3.13K 0.3% 67
2022
Q4 		$319K Sell
6,750
-69
-1% -$3.28K 0.29% 71
2022
Q3 		$295K Buy
6,819
+87
+1% +$3.81K 0.28% 70
2022
Q2 		$273K Sell
6,732
-6
-0.1% -$277 0.25% 71
2022
Q1 		$335K Sell
6,738
-138
-2% -$6.48K 0.27% 67
2021
Q4 		$332K Buy
+6,876
New +$328K 0.26% 72

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

Cottonwood Capital Advisors's WMT Position: Q2 2026 in Review

Cottonwood Capital Advisors increased its Walmart Inc (WMT) stake by 0.05% in Q2 2026, buying an estimated $248 and bringing the position to 3,735 shares worth $423K. The position accounts for 0.26% of the portfolio, ranked #69.

Cottonwood Capital Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $617K in Q2 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cottonwood Capital Advisors held 3,735 shares of Walmart Inc worth $423K as of Q2 2026.
  • Cottonwood Capital Advisors bought 2 Walmart Inc shares in Q2 2026, an estimated $248.
  • Walmart Inc made up 0.26% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #69 holding.
  • Cottonwood Capital Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Cottonwood Capital Advisors's Walmart Inc position peaked at $617K in Q2 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.