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Ferguson Wellman Capital Management’s Walmart Inc WMT Stock Holding History

Ferguson Wellman Capital Management’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 		$80.4M Sell
709,760
-244,149
-26% -$30.3M 0.98% 28
2026
Q1 		$119M Sell
953,909
-172,545
-15% -$21.2M 1.62% 18
2025
Q4 		$125M Buy
1,126,454
+10,740
+1% +$1.15M 2.01% 14
2025
Q3 		$115M Sell
1,115,714
-12,855
-1% -$1.28M 1.87% 16
2025
Q2 		$110M Buy
1,128,569
+40,363
+4% +$3.85M 1.94% 15
2025
Q1 		$95.5M Buy
1,088,206
+23,978
+2% +$2.25M 1.85% 18
2024
Q4 		$96.2M Buy
1,064,228
+48,819
+5% +$4.24M 1.83% 15
2024
Q3 		$82M Buy
1,015,409
+63,106
+7% +$4.63M 1.59% 17
2024
Q2 		$64.5M Buy
952,303
+17,487
+2% +$1.1M 1.31% 19
2024
Q1 		$56.2M Buy
934,816
+25,108
+3% +$1.44M 1.15% 26
2023
Q4 		$47.8M Buy
909,708
+40,695
+5% +$2.15M 1.07% 28
2023
Q3 		$46.3M Buy
869,013
+9,432
+1% +$502K 1.13% 28
2023
Q2 		$45M Buy
859,581
+42,438
+5% +$2.14M 1.06% 29
2023
Q1 		$40.2M Buy
817,143
+53,706
+7% +$2.55M 1.01% 32
2022
Q4 		$36.1M Buy
763,437
+397,983
+109% +$18.9M 0.94% 35
2022
Q3 		$15.8M Buy
365,454
+6,816
+2% +$299K 0.62% 52
2022
Q2 		$14.5M Sell
358,638
-1,431
-0.4% -$66K 0.54% 57
2022
Q1 		$17.9M Sell
360,069
-6,864
-2% -$322K 0.56% 58
2021
Q4 		$17.7M Buy
366,933
+10,593
+3% +$506K 0.52% 58
2021
Q3 		$16.6M Buy
356,340
+10,998
+3% +$530K 0.53% 60
2021
Q2 		$16.2M Sell
345,342
-3,117
-0.9% -$145K 0.53% 59
2021
Q1 		$15.8M Buy
348,459
+84
+0% +$3.89K 0.55% 59
2020
Q4 		$16.7M Buy
348,375
+105,663
+44% +$5.13M 0.41% 69
2020
Q3 		$11.3M Buy
242,712
+6,228
+3% +$277K 0.31% 77
2020
Q2 		$9.44M Buy
236,484
+182,202
+336% +$7.49M 0.29% 82
2020
Q1 		$2.06M Sell
54,282
-3,660
-6% -$141K 0.08% 145
2019
Q4 		$2.29M Sell
57,942
-225
-0.4% -$8.94K 0.07% 159
2019
Q3 		$2.3M Buy
58,167
+390
+0.7% +$14.7K 0.07% 150
2019
Q2 		$2.13M Sell
57,777
-828
-1% -$28.5K 0.07% 150
2019
Q1 		$1.91M Buy
58,605
+225
+0.4% +$7.29K 0.06% 164
2018
Q4 		$1.81M Sell
58,380
-3,066
-5% -$98.3K 0.07% 172
2018
Q3 		$1.92M Sell
61,446
-225
-0.4% -$6.88K 0.06% 161
2018
Q2 		$1.76M Sell
61,671
-1,185
-2% -$33.7K 0.06% 169
2018
Q1 		$1.86M Buy
62,856
+312
+0.5% +$10K 0.07% 171
2017
Q4 		$2.06M Buy
62,544
+510
+0.8% +$15.6K 0.07% 164
2017
Q3 		$1.61M Buy
62,034
+378
+0.6% +$9.92K 0.06% 168
2017
Q2 		$1.56M Sell
61,656
-48
-0.1% -$1.22K 0.06% 163
2017
Q1 		$1.48M Buy
61,704
+7,587
+14% +$175K 0.06% 167
2016
Q4 		$1.25M Buy
54,117
+288
+0.5% +$6.72K 0.05% 177
2016
Q3 		$1.29M Hold
53,829
– – 0.06% 154
2016
Q2 		$1.31M Sell
53,829
-1,350
-2% -$31.2K 0.06% 156
2016
Q1 		$1.26M Sell
55,179
-150
-0.3% -$3.29K 0.05% 164
2015
Q4 		$1.13M Sell
55,329
-1,800
-3% -$36.1K 0.05% 189
2015
Q3 		$1.24M Sell
57,129
-1,125
-2% -$25.8K 0.05% 183
2015
Q2 		$1.38M Sell
58,254
-1,935
-3% -$49.3K 0.06% 188
2015
Q1 		$1.65M Sell
60,189
-4,365
-7% -$124K 0.07% 182
2014
Q4 		$1.85M Buy
64,554
+72
+0.1% +$1.95K 0.07% 178
2014
Q3 		$1.64M Sell
64,482
-600
-0.9% -$15.2K 0.07% 173
2014
Q2 		$1.63M Buy
65,082
+348
+0.5% +$8.94K 0.07% 178
2014
Q1 		$1.65M Sell
64,734
-3,000
-4% -$75.3K 0.07% 174
2013
Q4 		$1.78M Sell
67,734
-1,695
-2% -$43.8K 0.08% 162
2013
Q3 		$1.71M Sell
69,429
-9,348
-12% -$236K 0.08% 161
2013
Q2 		$1.96M Buy
+78,777
New +$2.02M 0.15% 84

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Ferguson Wellman Capital Management's WMT Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Walmart Inc (WMT) stake by 26% in Q2 2026, selling an estimated $30.3M and leaving 709,760 shares worth $80.4M. The position accounts for 0.98% of the portfolio, ranked #28.

Ferguson Wellman Capital Management first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $125M in Q4 2025. 1,630 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Ferguson Wellman Capital Management held 709,760 shares of Walmart Inc worth $80.4M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 244,149 Walmart Inc shares in Q2 2026, an estimated $30.3M.
  • Walmart Inc made up 0.98% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #28 holding.
  • Ferguson Wellman Capital Management first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Walmart Inc position peaked at $125M in Q4 2025.
  • 1,630 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.