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River Street Advisors’s Walmart Inc WMT Stock Holding History

River Street 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 		$1.38M Buy
12,156
+236
+2% +$29.3K 0.41% 61
2026
Q1 		$1.48M Buy
11,920
+488
+4% +$59.9K 0.5% 49
2025
Q4 		$1.27M Buy
11,432
+152
+1% +$16.3K 0.48% 55
2025
Q3 		$1.16M Buy
11,280
+156
+1% +$15.5K 0.45% 64
2025
Q2 		$1.09M Sell
11,124
-884
-7% -$84.2K 0.47% 62
2025
Q1 		$1.05M Buy
12,008
+265
+2% +$24.9K 0.52% 57
2024
Q4 		$1.06M Sell
11,743
-398
-3% -$34.5K 0.54% 53
2024
Q3 		$980K Sell
12,141
-240
-2% -$17.6K 0.53% 57
2024
Q2 		$838K Buy
12,381
+389
+3% +$24.5K 0.52% 54
2024
Q1 		$722K Sell
11,992
-401
-3% -$22.9K 0.49% 64
2023
Q4 		$651K Sell
12,393
-108
-0.9% -$5.71K 0.52% 56
2023
Q3 		$666K Buy
12,501
+2,403
+24% +$128K 0.63% 55
2023
Q2 		$529K Sell
10,098
-108
-1% -$5.45K 0.5% 61
2023
Q1 		$502K Buy
10,206
+246
+2% +$11.7K 0.49% 66
2022
Q4 		$471K Buy
+9,960
New +$473K 0.5% 69

Other funds holding WMT

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

River Street Advisors's WMT Position: Q2 2026 in Review

River Street Advisors increased its Walmart Inc (WMT) stake by 2% in Q2 2026, buying an estimated $29.3K and bringing the position to 12,156 shares worth $1.38M. The position accounts for 0.41% of the portfolio, ranked #61.

River Street Advisors first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q1 2026. 2,234 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • River Street Advisors held 12,156 shares of Walmart Inc worth $1.38M as of Q2 2026.
  • River Street Advisors bought 236 Walmart Inc shares in Q2 2026, an estimated $29.3K.
  • Walmart Inc made up 0.41% of River Street Advisors's portfolio in Q2 2026, its #61 holding.
  • River Street Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • River Street Advisors's Walmart Inc position peaked at $1.48M in Q1 2026.
  • 2,234 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.