Essex LLC’s Walmart Inc WMT Stock Holding History

Essex LLC’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	$623K	Sell	5,504 -876	-14%	-$109K	0.09%	105
2026 Q1	$793K	Buy	6,380 +3,442	+117%	+$423K	0.14%	93
2025 Q4	$327K	Buy	2,938 +15	+0.5%	+$1.61K	0.06%	137
2025 Q3	$301K	Sell	2,923 -150	-5%	-$14.9K	0.05%	146
2025 Q2	$301K	Sell	3,073 -148	-5%	-$14.1K	0.06%	136
2025 Q1	$283K	Sell	3,221 -99	-3%	-$9.29K	0.06%	134
2024 Q4	$300K	Hold	3,320	–	–	0.06%	133
2024 Q3	$268K	Sell	3,320 -248	-7%	-$18.2K	0.05%	142
2024 Q2	$242K	Buy	+3,568	New	+$225K	0.05%	147

Other funds holding WMT

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Essex LLC's WMT Position: Q2 2026 in Review

Essex LLC reduced its Walmart Inc (WMT) stake by 14% in Q2 2026, selling an estimated $109K and leaving 5,504 shares worth $623K. The position accounts for 0.09% of the portfolio, ranked #105.

Essex LLC first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $793K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Essex LLC held 5,504 shares of Walmart Inc worth $623K as of Q2 2026.
Essex LLC sold 876 Walmart Inc shares in Q2 2026, an estimated $109K.
Walmart Inc made up 0.09% of Essex LLC's portfolio in Q2 2026, its #105 holding.
Essex LLC first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Essex LLC's Walmart Inc position peaked at $793K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.