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David J. Yvars Group’s Walmart Inc WMT Stock Holding History

David J. Yvars 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 		$745K Buy
6,576
+10
+0.2% +$1.24K 0.35% 43
2026
Q1 		$816K Sell
6,566
-81
-1% -$9.95K 0.46% 36
2025
Q4 		$741K Hold
6,647
– – 0.39% 34
2025
Q3 		$685K Buy
6,647
+5
+0.1% +$498 0.37% 35
2025
Q2 		$649K Buy
6,642
+9
+0.1% +$857 0.38% 35
2025
Q1 		$582K Buy
6,633
+5
+0.1% +$469 0.46% 32
2024
Q4 		$599K Sell
6,628
-1,482
-18% -$129K 0.37% 37
2024
Q3 		$655K Buy
8,110
+115
+1% +$8.45K 0.41% 38
2024
Q2 		$541K Buy
7,995
+462
+6% +$29.1K 0.34% 40
2024
Q1 		$453K Buy
7,533
+177
+2% +$10.1K 0.31% 43
2023
Q4 		$387K Hold
7,356
– – 0.31% 41
2023
Q3 		$392K Buy
7,356
+6
+0.1% +$319 0.33% 41
2023
Q2 		$385K Buy
7,350
+30
+0.4% +$1.51K 0.32% 41
2023
Q1 		$360K Buy
7,320
+948
+15% +$45K 0.33% 48
2022
Q4 		$301K Hold
6,372
– – 0.38% 41
2022
Q3 		$276K Buy
6,372
+6
+0.1% +$263 0.31% 46
2022
Q2 		$260K Sell
6,366
-45
-0.7% -$2.08K 0.35% 46
2022
Q1 		$318K Buy
6,411
+6
+0.1% +$282 0.22% 59
2021
Q4 		$309K Hold
6,405
– – 0.19% 61
2021
Q3 		$293K Sell
6,405
-216
-3% -$10.4K 0.17% 66
2021
Q2 		$311K Buy
6,621
+237
+4% +$11K 0.17% 66
2021
Q1 		$289K Buy
6,384
+9
+0.1% +$417 0.18% 66
2020
Q4 		$306K Buy
+6,375
New +$310K 0.21% 58

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

David J. Yvars Group's WMT Position: Q2 2026 in Review

David J. Yvars Group increased its Walmart Inc (WMT) stake by 0.15% in Q2 2026, buying an estimated $1.24K and bringing the position to 6,576 shares worth $745K. The position accounts for 0.35% of the portfolio, ranked #43.

David J. Yvars Group first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $816K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • David J. Yvars Group held 6,576 shares of Walmart Inc worth $745K as of Q2 2026.
  • David J. Yvars Group bought 10 Walmart Inc shares in Q2 2026, an estimated $1.24K.
  • Walmart Inc made up 0.35% of David J. Yvars Group's portfolio in Q2 2026, its #43 holding.
  • David J. Yvars Group first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • David J. Yvars Group's Walmart Inc position peaked at $816K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.