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Sara-Bay Financial’s Walmart Inc WMT Stock Holding History

Sara-Bay Financial’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 		$1M Hold
8,834
– – 0.27% 36
2026
Q1 		$1.1M Hold
8,834
– – 0.33% 27
2025
Q4 		$989K Sell
8,834
-1,070
-11% -$115K 0.3% 27
2025
Q3 		$1.02M Hold
9,904
– – 0.29% 30
2025
Q2 		$968K Sell
9,904
-202
-2% -$19.2K 0.35% 27
2025
Q1 		$861K Hold
10,106
– – 0.38% 32
2024
Q4 		$915K Sell
10,106
-310
-3% -$26.9K 0.34% 30
2024
Q3 		$841K Hold
10,416
– – 0.3% 36
2024
Q2 		$705K Sell
10,416
-135
-1% -$8.5K 0.29% 43
2024
Q1 		$633K Hold
10,551
– – 0.28% 43
2023
Q4 		$554K Sell
10,551
-180
-2% -$9.52K 0.27% 44
2023
Q3 		$572K Hold
10,731
– – 0.29% 39
2023
Q2 		$562K Sell
10,731
-447
-4% -$22.6K 0.27% 43
2023
Q1 		$549K Buy
11,178
+105
+0.9% +$4.98K 0.28% 38
2022
Q4 		$523K Hold
11,073
– – 0.29% 44
2022
Q3 		$479K Sell
11,073
-78
-0.7% -$3.42K 0.27% 43
2022
Q2 		$452K Hold
11,151
– – 0.22% 51
2022
Q1 		$554K Sell
11,151
-1,731
-13% -$81.3K 0.22% 46
2021
Q4 		$621K Buy
12,882
+1,221
+10% +$58.3K 0.19% 44
2021
Q3 		$542K Hold
11,661
– – 0.21% 43
2021
Q2 		$549K Buy
11,661
+273
+2% +$12.7K 0.21% 44
2021
Q1 		$516K Buy
11,388
+24
+0.2% +$1.11K 0.21% 45
2020
Q4 		$546K Hold
11,364
– – 0.25% 38
2020
Q3 		$530K Sell
11,364
-1,536
-12% -$68.3K 0.29% 38
2020
Q2 		$513K Buy
+12,900
New +$531K 0.29% 37

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

Sara-Bay Financial's WMT Position: Q2 2026 in Review

Sara-Bay Financial held its Walmart Inc (WMT) position steady in Q2 2026 at 8,834 shares worth $1M. The position accounts for 0.27% of the portfolio, ranked #36.

Sara-Bay Financial first reported a position in WMT in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.1M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sara-Bay Financial held 8,834 shares of Walmart Inc worth $1M as of Q2 2026.
  • Sara-Bay Financial left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.27% of Sara-Bay Financial's portfolio in Q2 2026, its #36 holding.
  • Sara-Bay Financial first reported a position in Walmart Inc in Q2 2020 and has held it in 25 quarters since.
  • Sara-Bay Financial's Walmart Inc position peaked at $1.1M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.