SCA
WMT icon

Sandy Cove Advisors’s Walmart Inc WMT Stock Holding History

Sandy Cove 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 		$393K Buy
3,466
+342
+11% +$42.5K 0.1% 108
2026
Q1 		$388K Buy
3,124
+228
+8% +$28K 0.12% 94
2025
Q4 		$323K Buy
2,896
+290
+11% +$31.1K 0.1% 112
2025
Q3 		$269K Buy
2,606
+189
+8% +$18.8K 0.09% 115
2025
Q2 		$236K Buy
+2,417
New +$230K 0.09% 115
2022
Q1 		– Sell
-21
Closed -$1K – 442
2021
Q4 		$1K Buy
+21
New +$1K ﹤0.01% 379

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sandy Cove Advisors's WMT Position: Q2 2026 in Review

Sandy Cove Advisors increased its Walmart Inc (WMT) stake by 11% in Q2 2026, buying an estimated $42.5K and bringing the position to 3,466 shares worth $393K. The position accounts for 0.1% of the portfolio, ranked #108.

Sandy Cove Advisors first reported a position in WMT in Q4 2021 and has held it in 6 quarters since. 1,137 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sandy Cove Advisors held 3,466 shares of Walmart Inc worth $393K as of Q2 2026.
  • Sandy Cove Advisors bought 342 Walmart Inc shares in Q2 2026, an estimated $42.5K.
  • Walmart Inc made up 0.1% of Sandy Cove Advisors's portfolio in Q2 2026, its #108 holding.
  • Sandy Cove Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 6 quarters since.
  • 1,137 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.