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Regent Peak Wealth Advisors’s Walmart Inc WMT Stock Holding History

Regent Peak Wealth 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 		$2.13M Buy
18,800
+311
+2% +$38.6K 0.39% 38
2026
Q1 		$2.3M Buy
18,489
+351
+2% +$43.1K 0.47% 29
2025
Q4 		$2.02M Buy
18,138
+153
+0.9% +$16.4K 0.4% 33
2025
Q3 		$1.85M Buy
+17,985
New +$1.79M 0.37% 37
2025
Q1 		$1.52M Sell
17,266
-59
-0.3% -$5.54K 0.36% 39
2024
Q4 		$1.57M Buy
17,325
+226
+1% +$19.6K 0.35% 36
2024
Q3 		$1.38M Buy
17,099
+107
+0.6% +$7.86K 0.32% 56
2024
Q2 		$1.15M Buy
16,992
+151
+0.9% +$9.51K 0.26% 62
2024
Q1 		$1.01M Buy
16,841
+461
+3% +$26.4K 0.26% 60
2023
Q4 		$861K Buy
16,380
+591
+4% +$31.3K 0.23% 61
2023
Q3 		$842K Buy
15,789
+60
+0.4% +$3.19K 0.26% 62
2023
Q2 		$824K Sell
15,729
-390
-2% -$19.7K 0.24% 61
2023
Q1 		$792K Buy
16,119
+45
+0.3% +$2.14K 0.25% 59
2022
Q4 		$763K Buy
16,074
+408
+3% +$19.4K 0.25% 67
2022
Q3 		$677K Buy
15,666
+1,227
+8% +$53.8K 0.24% 70
2022
Q2 		$585K Sell
14,439
-699
-5% -$32.2K 0.19% 71
2022
Q1 		$752K Buy
15,138
+447
+3% +$21K 0.22% 65
2021
Q4 		$709K Buy
14,691
+297
+2% +$14.2K 0.19% 70
2021
Q3 		$669K Sell
14,394
-36
-0.2% -$1.73K 0.19% 75
2021
Q2 		$686K Sell
14,430
-543
-4% -$25.3K 0.19% 74
2021
Q1 		$677K Buy
14,973
+177
+1% +$8.2K 0.22% 72
2020
Q4 		$711K Buy
14,796
+3,084
+26% +$150K 0.24% 68
2020
Q3 		$546K Sell
11,712
-666
-5% -$29.6K 0.23% 67
2020
Q2 		$494K Buy
12,378
+1,974
+19% +$81.2K 0.22% 67
2020
Q1 		$394K Sell
10,404
-180
-2% -$6.92K 0.22% 72
2019
Q4 		$419K Buy
+10,584
New +$420K 0.19% 81

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

Regent Peak Wealth Advisors's WMT Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Walmart Inc (WMT) stake by 1.7% in Q2 2026, buying an estimated $38.6K and bringing the position to 18,800 shares worth $2.13M. The position accounts for 0.39% of the portfolio, ranked #38.

Regent Peak Wealth Advisors first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.3M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Regent Peak Wealth Advisors held 18,800 shares of Walmart Inc worth $2.13M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 311 Walmart Inc shares in Q2 2026, an estimated $38.6K.
  • Walmart Inc made up 0.39% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Regent Peak Wealth Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Walmart Inc position peaked at $2.3M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.