CG
WMT icon

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
Q2 		$588K Buy
+5,189
New +$644K 0.09% 136
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cynosure Group's WMT Position: Q2 2026 in Review

Cynosure Group opened a new position in Walmart Inc (WMT) in Q2 2026: 5,189 shares worth $588K. The stake represents 0.09% of the portfolio and ranks #136 among its holdings. This is a return to the name: Cynosure Group previously reported a position in WMT as recently as Q4 2025.

Cynosure Group first reported a position in WMT in Q2 2019 and has held it in 6 quarters since. The position peaked at $611K in Q2 2019. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cynosure Group held 5,189 shares of Walmart Inc worth $588K as of Q2 2026.
  • Walmart Inc was a new Cynosure Group position in Q2 2026.
  • Walmart Inc made up 0.09% of Cynosure Group's portfolio in Q2 2026, its #136 holding.
  • Cynosure Group first reported a position in Walmart Inc in Q2 2019 and has held it in 6 quarters since.
  • Cynosure Group's Walmart Inc position peaked at $611K in Q2 2019.
  • 4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.