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GeoWealth Management’s Walmart Inc WMT Stock Holding History

GeoWealth 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 		$2.09M Sell
18,428
-24,403
-57% -$3.03M 0.07% 168
2026
Q1 		$5.32M Sell
42,831
-3,681
-8% -$452K 0.19% 68
2025
Q4 		$5.18M Sell
46,512
-2,535
-5% -$272K 0.19% 74
2025
Q3 		$5.05M Buy
49,047
+4,526
+10% +$451K 0.18% 71
2025
Q2 		$4.35M Sell
44,521
-6,002
-12% -$572K 0.17% 74
2025
Q1 		$4.44M Sell
50,523
-19,608
-28% -$1.84M 0.18% 74
2024
Q4 		$6.34M Sell
70,131
-419
-0.6% -$36.4K 0.21% 78
2024
Q3 		$5.7M Buy
70,550
+9,814
+16% +$721K 0.2% 92
2024
Q2 		$4.11M Buy
60,736
+10,344
+21% +$651K 0.18% 86
2024
Q1 		$3.03M Buy
50,392
+12,340
+32% +$706K 0.12% 133
2023
Q4 		$2M Buy
38,052
+29,337
+337% +$1.55M 0.17% 119
2023
Q3 		$465K Buy
8,715
+315
+4% +$16.8K 0.05% 208
2023
Q2 		$440K Sell
8,400
-159
-2% -$8.02K 0.05% 181
2023
Q1 		$421K Sell
8,559
-1,479
-15% -$70.2K 0.05% 144
2022
Q4 		$474K Sell
10,038
-4,188
-29% -$199K 0.05% 153
2022
Q3 		$614K Sell
14,226
-1,833
-11% -$80.3K 0.07% 147
2022
Q2 		$650K Buy
16,059
+9,063
+130% +$418K 0.09% 134
2022
Q1 		$347K Sell
6,996
-2,487
-26% -$117K 0.03% 248
2021
Q4 		$457K Buy
9,483
+129
+1% +$6.16K 0.04% 221
2021
Q3 		$435K Sell
9,354
-993
-10% -$47.8K 0.04% 230
2021
Q2 		$486K Buy
10,347
+1,221
+13% +$56.9K 0.06% 151
2021
Q1 		$413K Sell
9,126
-537
-6% -$24.9K 0.06% 132
2020
Q4 		$460K Buy
9,663
+531
+6% +$25.8K 0.07% 147
2020
Q3 		$410K Buy
9,132
+2,514
+38% +$112K 0.12% 104
2020
Q2 		$264K Buy
+6,618
New +$272K 0.11% 130

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

GeoWealth Management's WMT Position: Q2 2026 in Review

GeoWealth Management reduced its Walmart Inc (WMT) stake by 57% in Q2 2026, selling an estimated $3.03M and leaving 18,428 shares worth $2.09M. The position accounts for 0.07% of the portfolio, ranked #168.

GeoWealth Management first reported a position in WMT in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.34M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • GeoWealth Management held 18,428 shares of Walmart Inc worth $2.09M as of Q2 2026.
  • GeoWealth Management sold 24,403 Walmart Inc shares in Q2 2026, an estimated $3.03M.
  • Walmart Inc made up 0.07% of GeoWealth Management's portfolio in Q2 2026, its #168 holding.
  • GeoWealth Management first reported a position in Walmart Inc in Q2 2020 and has held it in 25 quarters since.
  • GeoWealth Management's Walmart Inc position peaked at $6.34M in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.