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Purkiss Capital Advisors’s Walmart Inc WMT Stock Holding History

Purkiss Capital Advisors’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 		$2.32M Buy
20,521
+486
+2% +$60.3K 0.88% 29
2026
Q1 		$2.49M Buy
20,035
+6,929
+53% +$851K 1.09% 22
2025
Q4 		$1.46M Buy
13,106
+98
+0.8% +$10.5K 0.68% 32
2025
Q3 		$1.34M Buy
13,008
+1,947
+18% +$194K 0.64% 34
2025
Q2 		$1.08M Buy
11,061
+7,704
+229% +$734K 0.6% 36
2025
Q1 		$295K Buy
3,357
+11
+0.3% +$1.03K 0.22% 76
2024
Q4 		$302K Buy
+3,346
New +$290K 0.26% 68

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Purkiss Capital Advisors's WMT Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Walmart Inc (WMT) stake by 2.4% in Q2 2026, buying an estimated $60.3K and bringing the position to 20,521 shares worth $2.32M. The position accounts for 0.88% of the portfolio, ranked #29.

Purkiss Capital Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q1 2026. 2,080 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Purkiss Capital Advisors held 20,521 shares of Walmart Inc worth $2.32M as of Q2 2026.
  • Purkiss Capital Advisors bought 486 Walmart Inc shares in Q2 2026, an estimated $60.3K.
  • Walmart Inc made up 0.88% of Purkiss Capital Advisors's portfolio in Q2 2026, its #29 holding.
  • Purkiss Capital Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Purkiss Capital Advisors's Walmart Inc position peaked at $2.49M in Q1 2026.
  • 2,080 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.