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Cypress Advisory Group’s Walmart Inc WMT Stock Holding History

Cypress Advisory 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 		$385K Hold
3,400
– – 0.3% 70
2026
Q1 		$423K Sell
3,400
-3,050
-47% -$374K 0.32% 67
2025
Q4 		$719K Hold
6,450
– – 0.53% 54
2025
Q3 		$665K Sell
6,450
-2,500
-28% -$249K 0.49% 55
2025
Q2 		$875K Sell
8,950
-50
-0.6% -$4.76K 0.68% 45
2025
Q1 		$790K Hold
9,000
– – 0.72% 37
2024
Q4 		$813K Buy
+9,000
New +$781K 0.75% 39

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Cypress Advisory Group's WMT Position: Q2 2026 in Review

Cypress Advisory Group held its Walmart Inc (WMT) position steady in Q2 2026 at 3,400 shares worth $385K. The position accounts for 0.3% of the portfolio, ranked #70.

Cypress Advisory Group first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $875K in Q2 2025. 1,039 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cypress Advisory Group held 3,400 shares of Walmart Inc worth $385K as of Q2 2026.
  • Cypress Advisory Group left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.3% of Cypress Advisory Group's portfolio in Q2 2026, its #70 holding.
  • Cypress Advisory Group first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Cypress Advisory Group's Walmart Inc position peaked at $875K in Q2 2025.
  • 1,039 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.