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Cynosure Group’s Walmart Inc WMT Stock Holding History

Cynosure Group’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
Q1 		– Sell
-4,639
Closed -$517K – 472
2025
Q4 		$517K Buy
+4,639
New +$498K 0.05% 151
2020
Q2 		– Sell
-10,410
Closed -$394K – 61
2020
Q1 		$394K Sell
10,410
-1,839
-15% -$70.7K 0.28% 40
2019
Q4 		$485K Hold
12,249
– – 0.26% 37
2019
Q3 		$485K Sell
12,249
-4,332
-26% -$163K 0.26% 34
2019
Q2 		$611K Buy
+16,581
New +$571K 0.28% 37

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cynosure Group's WMT Position: Q1 2026 in Review

Cynosure Group sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 4,639 shares — an estimated $517K sold.

Cynosure Group first reported a position in WMT in Q2 2019 and held it in 5 quarters. The position peaked at $611K in Q2 2019. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Cynosure Group reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 4,639 Walmart Inc shares in Q1 2026, an estimated $517K.
  • Cynosure Group first reported a position in Walmart Inc in Q2 2019 and held it in 5 quarters.
  • Cynosure Group's Walmart Inc position peaked at $611K in Q2 2019.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.