Isthmus Partners’s Walmart Inc WMT Stock Holding History

Isthmus Partners’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	$233K	Sell	2,057 -39	-2%	-$4.84K	0.02%	215
2026 Q1	$260K	Hold	2,096	–	–	0.03%	196
2025 Q4	$234K	Hold	2,096	–	–	0.03%	202
2025 Q3	$216K	Hold	2,096	–	–	0.05%	119
2025 Q2	$205K	Buy	+2,096	New	+$200K	0.02%	212
2021 Q3	–	Sell	-300	Closed	-$14K	–	257
2021 Q2	$14K	Buy	+300	New	+$14K	﹤0.01%	232
2018 Q3	–	Sell	-300	Closed	-$9K	–	288
2018 Q2	$9K	Hold	300	–	–	﹤0.01%	236
2018 Q1	$9K	Hold	300	–	–	﹤0.01%	231
2017 Q4	$10K	Hold	300	–	–	﹤0.01%	238
2017 Q3	$8K	Hold	300	–	–	﹤0.01%	252
2017 Q2	$8K	Hold	300	–	–	﹤0.01%	261
2017 Q1	$7K	Hold	300	–	–	﹤0.01%	271
2016 Q4	$7K	Hold	300	–	–	﹤0.01%	270
2016 Q3	$7K	Hold	300	–	–	﹤0.01%	252
2016 Q2	$7K	Hold	300	–	–	﹤0.01%	231
2016 Q1	$7K	Sell	300 -3,300	-92%	-$72.4K	﹤0.01%	233
2015 Q4	$77K	Buy	3,600 +300	+9%	+$6.02K	0.03%	161
2015 Q3	$71K	Hold	3,300	–	–	0.03%	164
2015 Q2	$78K	Hold	3,300	–	–	0.03%	161
2015 Q1	$90K	Hold	3,300	–	–	0.03%	152
2014 Q4	$94K	Buy	+3,300	New	+$89.2K	0.03%	152

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Isthmus Partners's WMT Position: Q2 2026 in Review

Isthmus Partners reduced its Walmart Inc (WMT) stake by 1.9% in Q2 2026, selling an estimated $4.84K and leaving 2,057 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #215.

Isthmus Partners first reported a position in WMT in Q4 2014 and has held it in 21 quarters since. The position peaked at $260K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Isthmus Partners held 2,057 shares of Walmart Inc worth $233K as of Q2 2026.
Isthmus Partners sold 39 Walmart Inc shares in Q2 2026, an estimated $4.84K.
Walmart Inc made up 0.02% of Isthmus Partners's portfolio in Q2 2026, its #215 holding.
Isthmus Partners first reported a position in Walmart Inc in Q4 2014 and has held it in 21 quarters since.
Isthmus Partners's Walmart Inc position peaked at $260K in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.