J. Safra Sarasin Holding’s Walmart Inc WMT Stock Holding History

J. Safra Sarasin Holding’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	$45.4M	Buy	384,398 +16,394	+4%	+$2.04M	0.65%	48
2026 Q1	$45.7M	Buy	368,004 +17,059	+5%	+$2.09M	0.78%	42
2025 Q4	$39.1M	Sell	350,945 -26,079	-7%	-$2.8M	0.64%	48
2025 Q3	$38.9M	Sell	377,024 -25,905	-6%	-$2.58M	0.63%	46
2025 Q2	$39.4M	Sell	402,929 -79,026	-16%	-$7.53M	0.68%	43
2025 Q1	$42.3M	Buy	481,955 +15,719	+3%	+$1.47M	0.77%	41
2024 Q4	$42.1M	Buy	466,236 +383,063	+461%	+$33.2M	0.71%	45
2024 Q3	$6.72M	Buy	83,173 +32,241	+63%	+$2.37M	0.12%	122
2024 Q2	$3.45M	Buy	+50,932	New	+$3.21M	0.06%	163

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

J. Safra Sarasin Holding's WMT Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Walmart Inc (WMT) stake by 4.5% in Q2 2026, buying an estimated $2.04M and bringing the position to 384,398 shares worth $45.4M. The position accounts for 0.65% of the portfolio, ranked #48.

J. Safra Sarasin Holding first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $45.7M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

J. Safra Sarasin Holding held 384,398 shares of Walmart Inc worth $45.4M as of Q2 2026.
J. Safra Sarasin Holding bought 16,394 Walmart Inc shares in Q2 2026, an estimated $2.04M.
Walmart Inc made up 0.65% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #48 holding.
J. Safra Sarasin Holding first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's Walmart Inc position peaked at $45.7M in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.