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Poinciana Advisors Group’s Walmart Inc WMT Stock Holding History

Poinciana Advisors Group’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 		$295K Sell
2,603
-153
-6% -$19K 0.22% 75
2026
Q1 		$343K Hold
2,756
– – 0.27% 66
2025
Q4 		$307K Buy
2,756
+10
+0.4% +$1.07K 0.24% 73
2025
Q3 		$283K Buy
2,746
+45
+2% +$4.48K 0.24% 79
2025
Q2 		$264K Sell
2,701
-49
-2% -$4.67K 0.24% 84
2025
Q1 		$241K Sell
2,750
-9
-0.3% -$844 0.25% 71
2024
Q4 		$249K Buy
+2,759
New +$239K 0.25% 73

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Poinciana Advisors Group's WMT Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Walmart Inc (WMT) stake by 5.6% in Q2 2026, selling an estimated $19K and leaving 2,603 shares worth $295K. The position accounts for 0.22% of the portfolio, ranked #75.

Poinciana Advisors Group first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $343K in Q1 2026. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Poinciana Advisors Group held 2,603 shares of Walmart Inc worth $295K as of Q2 2026.
  • Poinciana Advisors Group sold 153 Walmart Inc shares in Q2 2026, an estimated $19K.
  • Walmart Inc made up 0.22% of Poinciana Advisors Group's portfolio in Q2 2026, its #75 holding.
  • Poinciana Advisors Group first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Poinciana Advisors Group's Walmart Inc position peaked at $343K in Q1 2026.
  • 2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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