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Essex Savings Bank’s Walmart Inc WMT Stock Holding History

Essex Savings Bank’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 		$5.04M Sell
44,475
-75
-0.2% -$9.31K 1.09% 18
2026
Q1 		$5.54M Sell
44,550
-2,764
-6% -$339K 1.22% 16
2025
Q4 		$5.27M Sell
47,314
-213
-0.4% -$22.9K 1.14% 18
2025
Q3 		$4.9M Sell
47,527
-9
-0% -$896 1.1% 21
2025
Q2 		$4.65M Sell
47,536
-1,113
-2% -$106K 1.11% 19
2025
Q1 		$4.27M Buy
48,649
+2,876
+6% +$270K 1.05% 21
2024
Q4 		$4.14M Buy
45,773
+310
+0.7% +$26.9K 1.02% 23
2024
Q3 		$3.67M Sell
45,463
-533
-1% -$39.1K 0.92% 25
2024
Q2 		$3.11M Buy
45,996
+30,729
+201% +$1.94M 0.84% 25
2024
Q1 		$2.41M Sell
15,267
-30,534
-67% -$1.75M 0.7% 29
2023
Q4 		$2.41M Buy
45,801
+1,236
+3% +$65.4K 0.7% 29
2023
Q3 		$2.38M Buy
44,565
+693
+2% +$36.9K 0.8% 24
2023
Q2 		$2.3M Buy
43,872
+966
+2% +$48.7K 0.77% 26
2023
Q1 		$2.11M Buy
42,906
+45
+0.1% +$2.14K 0.74% 29
2022
Q4 		$2.03M Buy
42,861
+501
+1% +$23.8K 0.71% 29
2022
Q3 		$1.83M Buy
42,360
+189
+0.4% +$8.28K 0.73% 29
2022
Q2 		$1.71M Buy
42,171
+546
+1% +$25.2K 0.65% 30
2022
Q1 		$2.07M Buy
41,625
+522
+1% +$24.5K 0.68% 29
2021
Q4 		$1.98M Sell
41,103
-519
-1% -$24.8K 0.67% 31
2021
Q3 		$2.05M Sell
41,622
-402
-1% -$19.4K 0.75% 28
2021
Q2 		$1.99M Buy
42,024
+252
+0.6% +$11.7K 0.77% 25
2021
Q1 		$1.81M Buy
41,772
+375
+0.9% +$17.4K 0.79% 24
2020
Q4 		$1.99M Buy
41,397
+225
+0.5% +$10.9K 0.89% 24
2020
Q3 		$1.92M Buy
41,172
+27,309
+197% +$1.21M 0.94% 23
2020
Q2 		$553K Buy
13,863
+930
+7% +$38.3K 0.33% 77
2020
Q1 		$490K Buy
12,933
+159
+1% +$6.12K 0.35% 79
2019
Q4 		$506K Sell
12,774
-132
-1% -$5.24K 0.26% 97
2019
Q3 		$510K Sell
12,906
-6,213
-32% -$234K 0.27% 90
2019
Q2 		$704K Buy
19,119
+12,369
+183% +$426K 0.25% 89
2019
Q1 		$219K Hold
6,750
– – 0.12% 137
2018
Q4 		$210K Buy
+6,750
New +$216K 0.13% 129

Other funds holding WMT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Essex Savings Bank's WMT Position: Q2 2026 in Review

Essex Savings Bank reduced its Walmart Inc (WMT) stake by 0.17% in Q2 2026, selling an estimated $9.31K and leaving 44,475 shares worth $5.04M. The position accounts for 1.09% of the portfolio, ranked #18.

Essex Savings Bank first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.54M in Q1 2026. 2,742 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Essex Savings Bank held 44,475 shares of Walmart Inc worth $5.04M as of Q2 2026.
  • Essex Savings Bank sold 75 Walmart Inc shares in Q2 2026, an estimated $9.31K.
  • Walmart Inc made up 1.09% of Essex Savings Bank's portfolio in Q2 2026, its #18 holding.
  • Essex Savings Bank first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
  • Essex Savings Bank's Walmart Inc position peaked at $5.54M in Q1 2026.
  • 2,742 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.