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Samalin Investment Counsel’s Walmart Inc WMT Stock Holding History

Samalin Investment Counsel’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 		$748K Buy
6,602
+15
+0.2% +$1.86K 0.23% 102
2026
Q1 		$819K Sell
6,587
-4
-0.1% -$491 0.29% 90
2025
Q4 		$734K Buy
6,591
+260
+4% +$27.9K 0.26% 111
2025
Q3 		$652K Buy
6,331
+119
+2% +$11.8K 0.22% 131
2025
Q2 		$607K Sell
6,212
-2,574
-29% -$245K 0.23% 130
2025
Q1 		$771K Sell
8,786
-7
-0.1% -$657 0.31% 93
2024
Q4 		$794K Sell
8,793
-1
-0% -$87 0.34% 85
2024
Q3 		$710K Sell
8,794
-233
-3% -$17.1K 0.31% 97
2024
Q2 		$611K Buy
9,027
+54
+0.6% +$3.4K 0.29% 108
2024
Q1 		$540K Sell
8,973
-210
-2% -$12K 0.26% 124
2023
Q4 		$483K Hold
9,183
– – 0.24% 133
2023
Q3 		$490K Buy
9,183
+12
+0.1% +$639 0.28% 106
2023
Q2 		$481K Buy
9,171
+27
+0.3% +$1.36K 0.26% 118
2023
Q1 		$449K Sell
9,144
-150
-2% -$7.12K 0.27% 109
2022
Q4 		$439K Buy
9,294
+81
+0.9% +$3.85K 0.28% 113
2022
Q3 		$398K Buy
9,213
+309
+3% +$13.5K 0.29% 106
2022
Q2 		$361K Sell
8,904
-984
-10% -$45.4K 0.25% 122
2022
Q1 		$491K Sell
9,888
-129
-1% -$6.06K 0.3% 99
2021
Q4 		$483K Sell
10,017
-75
-0.7% -$3.58K 0.29% 99
2021
Q3 		$469K Buy
10,092
+891
+10% +$42.9K 0.31% 103
2021
Q2 		$433K Buy
9,201
+69
+0.8% +$3.21K 0.28% 115
2021
Q1 		$413K Buy
9,132
+294
+3% +$13.6K 0.28% 116
2020
Q4 		$425K Sell
8,838
-15
-0.2% -$728 0.32% 99
2020
Q3 		$413K Sell
8,853
-126
-1% -$5.6K 0.37% 86
2020
Q2 		$358K Buy
8,979
+21
+0.2% +$864 0.38% 82
2020
Q1 		$339K Sell
8,958
-147
-2% -$5.66K 0.45% 68
2019
Q4 		$360K Buy
+9,105
New +$362K 0.3% 91

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

Samalin Investment Counsel's WMT Position: Q2 2026 in Review

Samalin Investment Counsel increased its Walmart Inc (WMT) stake by 0.23% in Q2 2026, buying an estimated $1.86K and bringing the position to 6,602 shares worth $748K. The position accounts for 0.23% of the portfolio, ranked #102.

Samalin Investment Counsel first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $819K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Samalin Investment Counsel held 6,602 shares of Walmart Inc worth $748K as of Q2 2026.
  • Samalin Investment Counsel bought 15 Walmart Inc shares in Q2 2026, an estimated $1.86K.
  • Walmart Inc made up 0.23% of Samalin Investment Counsel's portfolio in Q2 2026, its #102 holding.
  • Samalin Investment Counsel first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's Walmart Inc position peaked at $819K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.