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Cyndeo Wealth Partners’s Walmart Inc WMT Stock Holding History

Cyndeo Wealth Partners’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 		$6.76M Sell
59,688
-1,419
-2% -$176K 0.32% 89
2026
Q1 		$7.59M Buy
61,107
+2,596
+4% +$319K 0.4% 81
2025
Q4 		$6.52M Buy
58,511
+174
+0.3% +$18.7K 0.35% 83
2025
Q3 		$6.01M Sell
58,337
-273
-0.5% -$27.2K 0.33% 84
2025
Q2 		$5.73M Sell
58,610
-928
-2% -$88.4K 0.34% 87
2025
Q1 		$5.23M Buy
59,538
+34,711
+140% +$3.26M 0.34% 88
2024
Q4 		$2.24M Sell
24,827
-796
-3% -$69.1K 0.15% 148
2024
Q3 		$2.07M Buy
25,623
+4,455
+21% +$327K 0.14% 163
2024
Q2 		$1.43M Buy
21,168
+3,627
+21% +$228K 0.11% 185
2024
Q1 		$1.06M Buy
17,541
+183
+1% +$10.5K 0.09% 192
2023
Q4 		$912K Sell
17,358
-81
-0.5% -$4.29K 0.08% 191
2023
Q3 		$930K Buy
17,439
+369
+2% +$19.6K 0.1% 175
2023
Q2 		$894K Sell
17,070
-2,475
-13% -$125K 0.09% 174
2023
Q1 		$961K Buy
19,545
+207
+1% +$9.82K 0.1% 175
2022
Q4 		$914K Buy
+19,338
New +$918K 0.11% 174

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

Cyndeo Wealth Partners's WMT Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Walmart Inc (WMT) stake by 2.3% in Q2 2026, selling an estimated $176K and leaving 59,688 shares worth $6.76M. The position accounts for 0.32% of the portfolio, ranked #89.

Cyndeo Wealth Partners first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.59M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cyndeo Wealth Partners held 59,688 shares of Walmart Inc worth $6.76M as of Q2 2026.
  • Cyndeo Wealth Partners sold 1,419 Walmart Inc shares in Q2 2026, an estimated $176K.
  • Walmart Inc made up 0.32% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Cyndeo Wealth Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Walmart Inc position peaked at $7.59M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.