SP
WMT icon

Saranac Partners’s Walmart Inc WMT Stock Holding History

Saranac Partners’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 		$7.61M Buy
67,120
+11,850
+21% +$1.47M 2.22% 16
2026
Q1 		$6.87M Sell
55,270
-21,520
-28% -$2.64M 2.94% 11
2025
Q4 		$8.57M Buy
76,790
+11,517
+18% +$1.24M 3.35% 9
2025
Q3 		$6.73M Buy
65,273
+3,958
+6% +$394K 1.22% 19
2025
Q2 		$6M Sell
61,315
-6,020
-9% -$574K 3.18% 10
2025
Q1 		$5.91M Sell
67,335
-11,502
-15% -$1.08M 3.36% 10
2024
Q4 		$7.12M Buy
+78,837
New +$6.84M 3.93% 3
2024
Q3 		– Sell
-99,392
Closed -$6.73M – 76
2024
Q2 		$6.73M Sell
99,392
-4,158
-4% -$262K 4% 3
2024
Q1 		$6.23M Sell
103,550
-8,308
-7% -$475K 3.81% 4
2023
Q4 		$5.88M Sell
111,858
-52,014
-32% -$2.75M 3.88% 4
2023
Q3 		$8.74M Sell
163,872
-2,865
-2% -$152K 4.91% 3
2023
Q2 		$8.74M Buy
166,737
+9,885
+6% +$499K 4.63% 4
2023
Q1 		$7.71M Buy
156,852
+111,327
+245% +$5.28M 4.54% 3
2022
Q4 		$2.15M Buy
+45,525
New +$2.16M 3.9% 9

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Saranac Partners's WMT Position: Q2 2026 in Review

Saranac Partners increased its Walmart Inc (WMT) stake by 21% in Q2 2026, buying an estimated $1.47M and bringing the position to 67,120 shares worth $7.61M. The position accounts for 2.22% of the portfolio, ranked #16.

Saranac Partners first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.74M in Q3 2023. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Saranac Partners held 67,120 shares of Walmart Inc worth $7.61M as of Q2 2026.
  • Saranac Partners bought 11,850 Walmart Inc shares in Q2 2026, an estimated $1.47M.
  • Walmart Inc made up 2.22% of Saranac Partners's portfolio in Q2 2026, its #16 holding.
  • Saranac Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • Saranac Partners's Walmart Inc position peaked at $8.74M in Q3 2023.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.