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Cypress Wealth Services’s Walmart Inc WMT Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-14,112
Closed -$658K – 520
2020
Q3 		$658K Buy
+14,112
New +$627K 0.17% 109

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cypress Wealth Services's WMT Position: Q2 2026 in Review

Cypress Wealth Services increased its Walmart Inc (WMT) stake by 3.2% in Q2 2026, buying an estimated $67K and bringing the position to 17,284 shares worth $1.96M. The position accounts for 0.24% of the portfolio, ranked #79.

Cypress Wealth Services first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.54M in Q2 2020. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cypress Wealth Services held 17,284 shares of Walmart Inc worth $1.96M as of Q2 2026.
  • Cypress Wealth Services bought 540 Walmart Inc shares in Q2 2026, an estimated $67K.
  • Walmart Inc made up 0.24% of Cypress Wealth Services's portfolio in Q2 2026, its #79 holding.
  • Cypress Wealth Services first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Walmart Inc position peaked at $3.54M in Q2 2020.
  • 1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.