Cumberland Advisors’s Walmart Inc WMT Stock Holding History

Cumberland 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	–	Sell	-3,000	Closed	-$373K	–	50
2026 Q1	$373K	Hold	3,000	–	–	0.15%	39
2025 Q4	$334K	Hold	3,000	–	–	0.13%	41
2025 Q3	$309K	Sell	3,000 -69	-2%	-$6.87K	0.12%	43
2025 Q2	$300K	Sell	3,069 -15	-0.5%	-$1.43K	0.13%	40
2025 Q1	$271K	Buy	3,084 +84	+3%	+$7.88K	0.12%	40
2024 Q4	$271K	Hold	3,000	–	–	0.11%	43
2024 Q3	$242K	Hold	3,000	–	–	0.1%	46
2024 Q2	$203K	Buy	+3,000	New	+$189K	0.08%	51

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cumberland Advisors's WMT Position: Q2 2026 in Review

Cumberland Advisors sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 3,000 shares — an estimated $373K sold.

Cumberland Advisors first reported a position in WMT in Q2 2024 and held it in 8 quarters. The position peaked at $373K in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Cumberland Advisors reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Cumberland Advisors sold 3,000 Walmart Inc shares in Q2 2026, an estimated $373K.
Cumberland Advisors first reported a position in Walmart Inc in Q2 2024 and held it in 8 quarters.
Cumberland Advisors's Walmart Inc position peaked at $373K in Q1 2026.
4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.