Cypress Funds’s Walmart Inc WMT Stock Holding History

Cypress Funds’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	$20.6M	Sell	182,196 -69,888	-28%	-$8.68M	6.57%	8
2026 Q1	$31.3M	Sell	252,084 -72,588	-22%	-$8.91M	7.88%	4
2025 Q4	$36.2M	Sell	324,672 -80,077	-20%	-$8.6M	5.98%	9
2025 Q3	$41.7M	Hold	404,749	–	–	5.47%	11
2025 Q2	$39.6M	Hold	404,749	–	–	3.19%	12
2025 Q1	$35.5M	Buy	+404,749	New	+$38M	3.25%	11

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

Cypress Funds's WMT Position: Q2 2026 in Review

Cypress Funds reduced its Walmart Inc (WMT) stake by 28% in Q2 2026, selling an estimated $8.68M and leaving 182,196 shares worth $20.6M. The position accounts for 6.57% of the portfolio, ranked #8.

Cypress Funds first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $41.7M in Q3 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Cypress Funds held 182,196 shares of Walmart Inc worth $20.6M as of Q2 2026.
Cypress Funds sold 69,888 Walmart Inc shares in Q2 2026, an estimated $8.68M.
Walmart Inc made up 6.57% of Cypress Funds's portfolio in Q2 2026, its #8 holding.
Cypress Funds first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
Cypress Funds's Walmart Inc position peaked at $41.7M in Q3 2025.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cypress Funds's 13F filing for Q2 2026, filed 7 Aug 2026.