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Per Stirling Capital Management’s Walmart Inc WMT Stock Holding History

Per Stirling 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 		$1.43M Sell
12,610
-302
-2% -$37.5K 0.14% 126
2026
Q1 		$1.6M Buy
12,912
+434
+3% +$53.3K 0.18% 108
2025
Q4 		$1.39M Buy
12,478
+3,534
+40% +$379K 0.16% 103
2025
Q3 		$922K Sell
8,944
-6,475
-42% -$645K 0.11% 124
2025
Q2 		$1.51M Buy
15,419
+225
+1% +$21.4K 0.2% 88
2025
Q1 		$1.33M Buy
15,194
+2,722
+22% +$255K 0.19% 94
2024
Q4 		$1.13M Buy
12,472
+1,127
+10% +$97.8K 0.16% 99
2024
Q3 		$916K Sell
11,345
-147
-1% -$10.8K 0.13% 125
2024
Q2 		$778K Sell
11,492
-321
-3% -$20.2K 0.13% 115
2024
Q1 		$711K Sell
11,813
-214
-2% -$12.2K 0.12% 110
2023
Q4 		$632K Buy
12,027
+300
+3% +$15.9K 0.12% 111
2023
Q3 		$625K Buy
11,727
+504
+4% +$26.8K 0.13% 100
2023
Q2 		$588K Buy
11,223
+153
+1% +$7.72K 0.12% 103
2023
Q1 		$544K Sell
11,070
-1,266
-10% -$60.1K 0.12% 103
2022
Q4 		$583K Buy
+12,336
New +$586K 0.11% 112

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Per Stirling Capital Management's WMT Position: Q2 2026 in Review

Per Stirling Capital Management reduced its Walmart Inc (WMT) stake by 2.3% in Q2 2026, selling an estimated $37.5K and leaving 12,610 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #126.

Per Stirling Capital Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.6M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Per Stirling Capital Management held 12,610 shares of Walmart Inc worth $1.43M as of Q2 2026.
  • Per Stirling Capital Management sold 302 Walmart Inc shares in Q2 2026, an estimated $37.5K.
  • Walmart Inc made up 0.14% of Per Stirling Capital Management's portfolio in Q2 2026, its #126 holding.
  • Per Stirling Capital Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Per Stirling Capital Management's Walmart Inc position peaked at $1.6M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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