Neo Ivy Capital Management’s Walmart Inc WMT Stock Holding History

Neo Ivy Capital Management’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	$1.08M	Sell	9,513 -10,758	-53%	-$1.34M	0.25%	134
2026 Q1	$2.52M	Buy	20,271 +6,628	+49%	+$814K	0.66%	45
2025 Q4	$1.52M	Buy	13,643 +7,823	+134%	+$840K	0.24%	147
2025 Q3	$600K	Sell	5,820 -26,632	-82%	-$2.65M	0.15%	210
2025 Q2	$3.17M	Buy	32,452 +30,856	+1,933%	+$2.94M	1.01%	8
2025 Q1	$140K	Buy	+1,596	New	+$150K	0.04%	232
2024 Q3	–	Sell	-96,764	Closed	-$6.55M	–	412
2024 Q2	$6.55M	Buy	+96,764	New	+$6.09M	1.29%	11
2023 Q4	–	Sell	-58,512	Closed	-$3.12M	–	469
2023 Q3	$3.12M	Sell	58,512 -411	-0.7%	-$21.9K	1.37%	13
2023 Q2	$3.09M	Buy	+58,923	New	+$2.97M	1.63%	8
2022 Q4	$274K	Buy	+5,796	New	+$275K	0.19%	201
2020 Q4	–	Sell	-17,760	Closed	-$828K	–	602
2020 Q3	$828K	Buy	+17,760	New	+$790K	0.84%	6
2020 Q1	–	Sell	-7,947	Closed	-$315K	–	558
2019 Q4	$315K	Sell	7,947 -8,862	-53%	-$352K	0.36%	140
2019 Q3	$640K	Buy	+16,809	New	+$634K	0.42%	117
2019 Q2	–	Sell	-22,185	Closed	-$721K	–	421
2019 Q1	$721K	Buy	+22,185	New	+$719K	0.41%	117

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

Neo Ivy Capital Management's WMT Position: Q2 2026 in Review

Neo Ivy Capital Management reduced its Walmart Inc (WMT) stake by 53% in Q2 2026, selling an estimated $1.34M and leaving 9,513 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #134.

Neo Ivy Capital Management first reported a position in WMT in Q1 2019 and has held it in 14 quarters since. The position peaked at $6.55M in Q2 2024. 4,421 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Neo Ivy Capital Management held 9,513 shares of Walmart Inc worth $1.08M as of Q2 2026.
Neo Ivy Capital Management sold 10,758 Walmart Inc shares in Q2 2026, an estimated $1.34M.
Walmart Inc made up 0.25% of Neo Ivy Capital Management's portfolio in Q2 2026, its #134 holding.
Neo Ivy Capital Management first reported a position in Walmart Inc in Q1 2019 and has held it in 14 quarters since.
Neo Ivy Capital Management's Walmart Inc position peaked at $6.55M in Q2 2024.
4,421 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.