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Greystone Financial Group’s Walmart Inc WMT Stock Holding History

Greystone Financial Group’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 		$7.09M Sell
62,610
-2,143
-3% -$266K 1.98% 22
2026
Q1 		$8.05M Sell
64,753
-95,232
-60% -$11.7M 2.28% 14
2025
Q4 		$17.8M Sell
159,985
-6,276
-4% -$674K 2.78% 7
2025
Q3 		$17.1M Sell
166,261
-1,503
-0.9% -$150K 2.65% 9
2025
Q2 		$16.4M Sell
167,764
-2,290
-1% -$218K 2.7% 9
2025
Q1 		$14.9M Buy
170,054
+1,793
+1% +$168K 2.71% 7
2024
Q4 		$15.2M Sell
168,261
-6,535
-4% -$567K 2.64% 8
2024
Q3 		$14.1M Sell
174,796
-5,684
-3% -$417K 2.52% 11
2024
Q2 		$12.2M Sell
180,480
-3,586
-2% -$226K 2.39% 10
2024
Q1 		$11.1M Sell
184,066
-1,403
-0.8% -$80.3K 2.21% 11
2023
Q4 		$9.75M Buy
185,469
+3,000
+2% +$159K 2.26% 12
2023
Q3 		$9.73M Sell
182,469
-912
-0.5% -$48.5K 2.43% 10
2023
Q2 		$9.61M Sell
183,381
-648
-0.4% -$32.7K 2.23% 11
2023
Q1 		$9.05M Buy
184,029
+5,781
+3% +$274K 2.28% 11
2022
Q4 		$8.42M Sell
178,248
-2,301
-1% -$109K 2.48% 18
2022
Q3 		$7.81M Sell
180,549
-1,605
-0.9% -$70.3K 2.65% 8
2022
Q2 		$7.38M Buy
182,154
+2,958
+2% +$136K 2.3% 26
2022
Q1 		$8.89M Buy
179,196
+8,838
+5% +$415K 2.25% 10
2021
Q4 		$8.22M Buy
170,358
+37,368
+28% +$1.78M 1.97% 17
2021
Q3 		$6.18M Sell
132,990
-20,415
-13% -$984K 1.84% 15
2021
Q2 		$7.21M Sell
153,405
-477
-0.3% -$22.2K 1.79% 18
2021
Q1 		$7.16M Sell
153,882
-8,931
-5% -$414K 1.8% 22
2020
Q4 		$7.87M Buy
+162,813
New +$7.91M 2.14% 19

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

Greystone Financial Group's WMT Position: Q2 2026 in Review

Greystone Financial Group reduced its Walmart Inc (WMT) stake by 3.3% in Q2 2026, selling an estimated $266K and leaving 62,610 shares worth $7.09M. The position accounts for 1.98% of the portfolio, ranked #22.

Greystone Financial Group first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.8M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Greystone Financial Group held 62,610 shares of Walmart Inc worth $7.09M as of Q2 2026.
  • Greystone Financial Group sold 2,143 Walmart Inc shares in Q2 2026, an estimated $266K.
  • Walmart Inc made up 1.98% of Greystone Financial Group's portfolio in Q2 2026, its #22 holding.
  • Greystone Financial Group first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Greystone Financial Group's Walmart Inc position peaked at $17.8M in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.