Scarborough Advisors’s Walmart Inc WMT Stock Holding History

Scarborough 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	$498K	Sell	4,111 -2,609	-39%	-$324K	0.06%	104
2026 Q1	$835K	Buy	+6,720	New	+$825K	0.09%	83
2025 Q2	–	Sell	-6,095	Closed	-$535K	–	509
2025 Q1	$535K	Buy	6,095 +511	+9%	+$47.9K	0.08%	83
2024 Q4	$505K	Buy	5,584 +109	+2%	+$9.46K	0.07%	83
2024 Q3	$442K	Buy	+5,475	New	+$402K	0.07%	65
2024 Q1	–	Sell	-2,949	Closed	-$155K	–	742
2023 Q4	$155K	Buy	+2,949	New	+$156K	0.03%	85

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Scarborough Advisors's WMT Position: Q2 2026 in Review

Scarborough Advisors reduced its Walmart Inc (WMT) stake by 39% in Q2 2026, selling an estimated $324K and leaving 4,111 shares worth $498K. The position accounts for 0.06% of the portfolio, ranked #104.

Scarborough Advisors first reported a position in WMT in Q4 2023 and has held it in 6 quarters since. The position peaked at $835K in Q1 2026. 2,014 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Scarborough Advisors held 4,111 shares of Walmart Inc worth $498K as of Q2 2026.
Scarborough Advisors sold 2,609 Walmart Inc shares in Q2 2026, an estimated $324K.
Walmart Inc made up 0.06% of Scarborough Advisors's portfolio in Q2 2026, its #104 holding.
Scarborough Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 6 quarters since.
Scarborough Advisors's Walmart Inc position peaked at $835K in Q1 2026.
2,014 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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