Newman Dignan & Sheerar Inc’s Walmart Inc WMT Stock Holding History

Newman Dignan & Sheerar Inc’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	$971K	Sell	8,572 -143	-2%	-$17.8K	0.19%	92
2026 Q1	$1.08M	Sell	8,715 -49	-0.6%	-$6.02K	0.23%	77
2025 Q4	$976K	Sell	8,764 -21	-0.2%	-$2.25K	0.2%	89
2025 Q3	$905K	Sell	8,785 -92	-1%	-$9.16K	0.2%	90
2025 Q2	$868K	Sell	8,877 -3,549	-29%	-$338K	0.2%	89
2025 Q1	$1.09M	Buy	12,426 +320	+3%	+$30K	0.3%	72
2024 Q4	$1.09M	Hold	12,106	–	–	0.28%	74
2024 Q3	$1M	Sell	12,106 -50	-0.4%	-$3.67K	0.24%	85
2024 Q2	$823K	Sell	12,156 -45	-0.4%	-$2.83K	0.21%	94
2024 Q1	$734K	Buy	12,201 +45	+0.4%	+$2.58K	0.2%	97
2023 Q4	$639K	Sell	12,156 -450	-4%	-$23.8K	0.19%	101
2023 Q3	$672K	Sell	12,606 -441	-3%	-$23.5K	0.22%	97
2023 Q2	$684K	Hold	13,047	–	–	0.21%	101
2023 Q1	$641K	Hold	13,047	–	–	0.21%	99
2022 Q4	$617K	Hold	13,047	–	–	0.2%	102
2022 Q3	$564	Buy	13,047 +420	+3%	+$18.4K	0.09%	102
2022 Q2	$512K	Buy	12,627 +465	+4%	+$21.4K	0.17%	112
2022 Q1	$604	Sell	12,162 -1,431	-11%	-$67.2K	0.12%	104
2021 Q4	$656K	Sell	13,593 -117	-0.9%	-$5.59K	0.2%	101
2021 Q3	$637K	Buy	13,710 +2,427	+22%	+$117K	0.18%	98
2021 Q2	$530K	Hold	11,283	–	–	0.18%	103
2021 Q1	$511K	Buy	11,283 +6	+0.1%	+$278	0.19%	103
2020 Q4	$542	Buy	11,277 +450	+4%	+$21.9K	0.09%	93
2020 Q3	$505K	Buy	10,827 +1,350	+14%	+$60K	0.21%	93
2020 Q2	$411K	Buy	9,477 +2,181	+30%	+$89.7K	0.18%	103
2020 Q1	$313K	Sell	7,296 -324	-4%	-$12.5K	0.16%	114
2019 Q4	$303	Buy	7,620 +270	+4%	+$10.7K	0.03%	134
2019 Q3	$291K	Sell	7,350 -27	-0.4%	-$1.02K	0.14%	125
2019 Q2	$272	Hold	7,377	–	–	0.01%	146
2019 Q1	$240K	Buy	+7,377	New	+$239K	0.1%	143
2018 Q4	–	Sell	-7,677	Closed	-$239K	–	153
2018 Q3	$239K	Sell	7,677 -225	-3%	-$6.88K	0.1%	142
2018 Q2	$226	Sell	7,902 -39	-0.5%	-$1.11K	0.02%	150
2018 Q1	$228K	Sell	7,941 -2,325	-23%	-$74.8K	0.12%	149
2017 Q4	$338K	Sell	10,266 -300	-3%	-$9.18K	0.17%	125
2017 Q3	$275K	Buy	10,566 +3	+0%	+$79	0.15%	135
2017 Q2	$266K	Hold	10,563	–	–	0.15%	136
2017 Q1	$254	Sell	10,563 -1,875	-15%	-$43.1K	0.11%	138
2016 Q4	$287K	Hold	12,438	–	–	0.18%	116
2016 Q3	$299K	Sell	12,438 -975	-7%	-$23.7K	0.19%	117
2016 Q2	$326K	Buy	13,413 +150	+1%	+$3.47K	0.2%	113
2016 Q1	$303K	Buy	13,263 +2,250	+20%	+$49.3K	0.22%	106
2015 Q4	$225K	Sell	11,013 -150	-1%	-$3.01K	0.16%	132
2015 Q3	$241K	Buy	+11,163	New	+$256K	0.15%	118
2015 Q2	–	Sell	-7,308	Closed	-$200K	–	150
2015 Q1	$200K	Sell	7,308 -825	-10%	-$23.4K	0.14%	143
2014 Q4	$233	Sell	8,133 -525	-6%	-$14.2K	0.14%	134
2014 Q3	$221K	Sell	8,658 -393	-4%	-$9.92K	0.17%	132
2014 Q2	$226	Buy	9,051 +150	+2%	+$3.85K	0.13%	137
2014 Q1	$227K	Sell	8,901 -600	-6%	-$15.1K	0.16%	133
2013 Q4	$249	Buy	+9,501	New	+$245K	0.01%	129

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

Newman Dignan & Sheerar Inc's WMT Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Walmart Inc (WMT) stake by 1.6% in Q2 2026, selling an estimated $17.8K and leaving 8,572 shares worth $971K. The position accounts for 0.19% of the portfolio, ranked #92.

Newman Dignan & Sheerar Inc first reported a position in WMT in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.09M in Q4 2024. 1,428 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Newman Dignan & Sheerar Inc held 8,572 shares of Walmart Inc worth $971K as of Q2 2026.
Newman Dignan & Sheerar Inc sold 143 Walmart Inc shares in Q2 2026, an estimated $17.8K.
Walmart Inc made up 0.19% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #92 holding.
Newman Dignan & Sheerar Inc first reported a position in Walmart Inc in Q4 2013 and has held it in 49 quarters since.
Newman Dignan & Sheerar Inc's Walmart Inc position peaked at $1.09M in Q4 2024.
1,428 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.