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Greenleaf Trust’s Walmart Inc WMT Stock Holding History

Greenleaf Trust’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 		$13.2M Sell
116,166
-9,583
-8% -$1.19M 0.13% 57
2026
Q1 		$15.6M Sell
125,749
-7,037
-5% -$864K 0.15% 45
2025
Q4 		$14.8M Buy
132,786
+1,624
+1% +$174K 0.14% 51
2025
Q3 		$13.5M Buy
131,162
+166
+0.1% +$16.5K 0.12% 54
2025
Q2 		$12.8M Sell
130,996
-4,057
-3% -$387K 0.11% 57
2025
Q1 		$11.9M Sell
135,053
-4,417
-3% -$414K 0.11% 61
2024
Q4 		$12.6M Buy
139,470
+467
+0.3% +$40.5K 0.11% 57
2024
Q3 		$11.2M Buy
139,003
+1,783
+1% +$131K 0.1% 64
2024
Q2 		$9.29M Sell
137,220
-242
-0.2% -$15.2K 0.09% 66
2024
Q1 		$8.27M Buy
137,462
+1,352
+1% +$77.4K 0.08% 74
2023
Q4 		$7.15M Sell
136,110
-3,381
-2% -$179K 0.08% 81
2023
Q3 		$7.44M Buy
139,491
+7,326
+6% +$390K 0.09% 73
2023
Q2 		$6.92M Sell
132,165
-2,721
-2% -$137K 0.07% 75
2023
Q1 		$6.63M Buy
134,886
+1,923
+1% +$91.3K 0.07% 78
2022
Q4 		$6.28M Buy
132,963
+10,767
+9% +$511K 0.08% 78
2022
Q3 		$5.28M Buy
122,196
+17,361
+17% +$761K 0.08% 76
2022
Q2 		$4.25M Sell
104,835
-9,540
-8% -$440K 0.06% 78
2022
Q1 		$5.68M Sell
114,375
-4,230
-4% -$199K 0.07% 65
2021
Q4 		$5.72M Buy
118,605
+7,572
+7% +$361K 0.07% 69
2021
Q3 		$5.16M Buy
111,033
+2,379
+2% +$115K 0.06% 66
2021
Q2 		$5.11M Sell
108,654
-8,004
-7% -$373K 0.06% 67
2021
Q1 		$5.28M Buy
116,658
+13,806
+13% +$640K 0.07% 64
2020
Q4 		$4.94M Buy
102,852
+8,025
+8% +$390K 0.07% 64
2020
Q3 		$4.42M Sell
94,827
-1,917
-2% -$85.2K 0.07% 62
2020
Q2 		$3.86M Buy
96,744
+3,885
+4% +$160K 0.07% 64
2020
Q1 		$3.52M Sell
92,859
-7,695
-8% -$296K 0.07% 55
2019
Q4 		$3.98M Buy
100,554
+22,857
+29% +$908K 0.06% 71
2019
Q3 		$3.07M Buy
77,697
+936
+1% +$35.3K 0.05% 74
2019
Q2 		$2.83M Buy
76,761
+681
+0.9% +$23.5K 0.04% 77
2019
Q1 		$2.47M Buy
76,080
+1,428
+2% +$46.3K 0.04% 82
2018
Q4 		$2.32M Buy
74,652
+4,059
+6% +$130K 0.05% 84
2018
Q3 		$2.21M Buy
70,593
+4,782
+7% +$146K 0.04% 91
2018
Q2 		$1.88M Buy
65,811
+13,386
+26% +$381K 0.04% 98
2018
Q1 		$1.55M Buy
52,425
+1,311
+3% +$42.2K 0.03% 109
2017
Q4 		$1.68M Buy
51,114
+549
+1% +$16.8K 0.03% 111
2017
Q3 		$1.32M Buy
50,565
+8,394
+20% +$220K 0.03% 125
2017
Q2 		$1.06M Buy
42,171
+29,061
+222% +$738K 0.02% 131
2017
Q1 		$315K Sell
13,110
-10,269
-44% -$236K 0.01% 218
2016
Q4 		$539K Buy
23,379
+7,872
+51% +$184K 0.01% 129
2016
Q3 		$373K Buy
+15,507
New +$376K 0.01% 139
2014
Q3 		– Sell
-9,375
Closed -$235K – 169
2014
Q2 		$235K Buy
9,375
+1,170
+14% +$30.1K 0.01% 143
2014
Q1 		$209K Sell
8,205
-42
-0.5% -$1.05K 0.01% 146
2013
Q4 		$216K Sell
8,247
-6,117
-43% -$158K 0.01% 147
2013
Q3 		$354K Sell
14,364
-375
-3% -$9.45K 0.01% 123
2013
Q2 		$366K Buy
+14,739
New +$378K 0.01% 120

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenleaf Trust's WMT Position: Q2 2026 in Review

Greenleaf Trust reduced its Walmart Inc (WMT) stake by 7.6% in Q2 2026, selling an estimated $1.19M and leaving 116,166 shares worth $13.2M. The position accounts for 0.13% of the portfolio, ranked #57.

Greenleaf Trust first reported a position in WMT in Q2 2013 and has held it in 45 quarters since. The position peaked at $15.6M in Q1 2026. 1,953 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Greenleaf Trust held 116,166 shares of Walmart Inc worth $13.2M as of Q2 2026.
  • Greenleaf Trust sold 9,583 Walmart Inc shares in Q2 2026, an estimated $1.19M.
  • Walmart Inc made up 0.13% of Greenleaf Trust's portfolio in Q2 2026, its #57 holding.
  • Greenleaf Trust first reported a position in Walmart Inc in Q2 2013 and has held it in 45 quarters since.
  • Greenleaf Trust's Walmart Inc position peaked at $15.6M in Q1 2026.
  • 1,953 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.