Parcion Private Wealth’s Walmart Inc WMT Stock Holding History

Parcion Private Wealth’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	$1.66M	Sell	14,658 -3,710	-20%	-$461K	0.09%	127
2026 Q1	$2.28M	Buy	18,368 +4,349	+31%	+$534K	0.14%	102
2025 Q4	$1.56M	Buy	14,019 +5,914	+73%	+$635K	0.1%	114
2025 Q3	$835K	Buy	8,105 +4,543	+128%	+$452K	0.05%	146
2025 Q2	$348K	Buy	3,562 +139	+4%	+$13.2K	0.02%	219
2025 Q1	$301K	Buy	3,423 +519	+18%	+$48.7K	0.02%	221
2024 Q4	$262K	Buy	+2,904	New	+$252K	0.02%	216
2022 Q1	–	Sell	-5,475	Closed	-$265K	–	210
2021 Q4	$265K	Sell	5,475 -507	-8%	-$24.2K	0.02%	173
2021 Q3	$280K	Buy	5,982 +534	+10%	+$25.7K	0.02%	173
2021 Q2	$256K	Hold	5,448	–	–	0.03%	175
2021 Q1	$247K	Hold	5,448	–	–	0.03%	178
2020 Q4	$262K	Hold	5,448	–	–	0.03%	164
2020 Q3	$255K	Hold	5,448	–	–	0.04%	159
2020 Q2	$216K	Buy	5,448 +108	+2%	+$4.44K	0.04%	172
2020 Q1	$202K	Buy	+5,340	New	+$205K	0.06%	170

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Parcion Private Wealth's WMT Position: Q2 2026 in Review

Parcion Private Wealth reduced its Walmart Inc (WMT) stake by 20% in Q2 2026, selling an estimated $461K and leaving 14,658 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #127.

Parcion Private Wealth first reported a position in WMT in Q1 2020 and has held it in 15 quarters since. The position peaked at $2.28M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Parcion Private Wealth held 14,658 shares of Walmart Inc worth $1.66M as of Q2 2026.
Parcion Private Wealth sold 3,710 Walmart Inc shares in Q2 2026, an estimated $461K.
Walmart Inc made up 0.09% of Parcion Private Wealth's portfolio in Q2 2026, its #127 holding.
Parcion Private Wealth first reported a position in Walmart Inc in Q1 2020 and has held it in 15 quarters since.
Parcion Private Wealth's Walmart Inc position peaked at $2.28M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.