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Latitude Advisors’s Walmart Inc WMT Stock Holding History

Latitude Advisors’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 		$388K Sell
3,422
-131
-4% -$16.3K 0.15% 154
2026
Q1 		$442K Sell
3,553
-706
-17% -$86.7K 0.2% 119
2025
Q4 		$474K Sell
4,259
-19
-0.4% -$2.04K 0.21% 110
2025
Q3 		$441K Sell
4,278
-340
-7% -$33.8K 0.2% 105
2025
Q2 		$452K Buy
4,618
+79
+2% +$7.53K 0.23% 100
2025
Q1 		$398K Buy
4,539
+264
+6% +$24.8K 0.23% 103
2024
Q4 		$386K Buy
4,275
+44
+1% +$3.82K 0.22% 104
2024
Q3 		$342K Buy
4,231
+88
+2% +$6.46K 0.19% 122
2024
Q2 		$281K Buy
4,143
+231
+6% +$14.5K 0.17% 125
2024
Q1 		$235K Sell
3,912
-345
-8% -$19.7K 0.15% 147
2023
Q4 		$224K Sell
4,257
-231
-5% -$12.2K 0.16% 148
2023
Q3 		$239K Buy
4,488
+306
+7% +$16.3K 0.17% 135
2023
Q2 		$219K Sell
4,182
-192
-4% -$9.69K 0.15% 145
2023
Q1 		$215K Sell
4,374
-513
-10% -$24.3K 0.16% 154
2022
Q4 		$231K Sell
4,887
-12
-0.2% -$570 0.17% 137
2022
Q3 		$212K Buy
+4,899
New +$215K 0.18% 133
2022
Q2 		– Sell
-11,910
Closed -$591K – 323
2022
Q1 		$591K Buy
11,910
+4,005
+51% +$188K 0.13% 158
2021
Q4 		$381K Buy
7,905
+171
+2% +$8.16K 0.11% 195
2021
Q3 		$359K Buy
+7,734
New +$373K 0.11% 177

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

Latitude Advisors's WMT Position: Q2 2026 in Review

Latitude Advisors reduced its Walmart Inc (WMT) stake by 3.7% in Q2 2026, selling an estimated $16.3K and leaving 3,422 shares worth $388K. The position accounts for 0.15% of the portfolio, ranked #154.

Latitude Advisors first reported a position in WMT in Q3 2021 and has held it in 19 quarters since. The position peaked at $591K in Q1 2022. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Latitude Advisors held 3,422 shares of Walmart Inc worth $388K as of Q2 2026.
  • Latitude Advisors sold 131 Walmart Inc shares in Q2 2026, an estimated $16.3K.
  • Walmart Inc made up 0.15% of Latitude Advisors's portfolio in Q2 2026, its #154 holding.
  • Latitude Advisors first reported a position in Walmart Inc in Q3 2021 and has held it in 19 quarters since.
  • Latitude Advisors's Walmart Inc position peaked at $591K in Q1 2022.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.