Deroy & Devereaux Private Investment Counsel’s Walmart Inc WMT Stock Holding History

Deroy & Devereaux Private Investment Counsel’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	$305K	Sell	2,691 -321	-11%	-$39.9K	0.01%	153
2026 Q1	$374K	Hold	3,012	–	–	0.02%	140
2025 Q4	$336K	Buy	3,012 +637	+27%	+$68.4K	0.02%	142
2025 Q3	$245K	Sell	2,375 -100	-4%	-$9.96K	0.01%	156
2025 Q2	$242K	Sell	2,475 -8,975	-78%	-$855K	0.01%	154
2025 Q1	$1M	Sell	11,450 -100	-0.9%	-$9.38K	0.06%	108
2024 Q4	$1.04M	Hold	11,550	–	–	0.06%	108
2024 Q3	$933K	Hold	11,550	–	–	0.05%	108
2024 Q2	$782K	Hold	11,550	–	–	0.05%	110
2024 Q1	$695K	Hold	11,550	–	–	0.04%	115
2023 Q4	$607K	Hold	11,550	–	–	0.04%	120
2023 Q3	$616K	Sell	11,550 -3,756	-25%	-$200K	0.04%	115
2023 Q2	$802K	Buy	+15,306	New	+$772K	0.06%	106
2014 Q1	–	Sell	-8,550	Closed	-$224K	–	183
2013 Q4	$224K	Buy	+8,550	New	+$221K	0.03%	168

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's WMT Position: Q2 2026 in Review

Deroy & Devereaux Private Investment Counsel reduced its Walmart Inc (WMT) stake by 11% in Q2 2026, selling an estimated $39.9K and leaving 2,691 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #153.

Deroy & Devereaux Private Investment Counsel first reported a position in WMT in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2024. 3,144 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Deroy & Devereaux Private Investment Counsel held 2,691 shares of Walmart Inc worth $305K as of Q2 2026.
Deroy & Devereaux Private Investment Counsel sold 321 Walmart Inc shares in Q2 2026, an estimated $39.9K.
Walmart Inc made up 0.01% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #153 holding.
Deroy & Devereaux Private Investment Counsel first reported a position in Walmart Inc in Q4 2013 and has held it in 14 quarters since.
Deroy & Devereaux Private Investment Counsel's Walmart Inc position peaked at $1.04M in Q4 2024.
3,144 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.