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Scissortail Wealth Management’s Walmart Inc WMT Stock Holding History

Scissortail Wealth Management’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 		$8.01M Sell
70,707
-8,790
-11% -$1.09M 1.54% 19
2026
Q1 		$9.88M Sell
79,497
-19,529
-20% -$2.4M 1.98% 15
2025
Q4 		$11M Sell
99,026
-274
-0.3% -$29.4K 2.52% 11
2025
Q3 		$10.2M Buy
99,300
+76
+0.1% +$7.57K 2.23% 13
2025
Q2 		$9.7M Buy
99,224
+6,194
+7% +$590K 2.33% 12
2025
Q1 		$8.17M Sell
93,030
-8,378
-8% -$786K 2.1% 14
2024
Q4 		$9.16M Buy
101,408
+101,004
+25,001% +$8.76M 2.35% 10
2024
Q3 		$8.28M Sell
404
-103,778
-100% -$7.62M 2% 12
2024
Q2 		$7.06M Buy
104,182
+4,043
+4% +$255K 1.8% 14
2024
Q1 		$6.03M Buy
+100,139
New +$5.73M 1.59% 21
2022
Q4 		– Sell
-96,927
Closed -$4.55M – 171
2022
Q3 		$4.55M Buy
96,927
+13,467
+16% +$590K 2.36% 10
2022
Q2 		$4.02M Sell
83,460
-12,270
-13% -$566K 1.55% 19
2022
Q1 		$4.44M Buy
95,730
+12,270
+15% +$576K 2.18% 12
2021
Q4 		$4.02M Buy
+83,460
New +$3.98M 1.55% 19

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 $3.37T AUM 44.26% 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

Scissortail Wealth Management's WMT Position: Q2 2026 in Review

Scissortail Wealth Management reduced its Walmart Inc (WMT) stake by 11% in Q2 2026, selling an estimated $1.09M and leaving 70,707 shares worth $8.01M. The position accounts for 1.54% of the portfolio, ranked #19.

Scissortail Wealth Management first reported a position in WMT in Q4 2021 and has held it in 14 quarters since. The position peaked at $11M in Q4 2025. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Scissortail Wealth Management held 70,707 shares of Walmart Inc worth $8.01M as of Q2 2026.
  • Scissortail Wealth Management sold 8,790 Walmart Inc shares in Q2 2026, an estimated $1.09M.
  • Walmart Inc made up 1.54% of Scissortail Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Scissortail Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 14 quarters since.
  • Scissortail Wealth Management's Walmart Inc position peaked at $11M in Q4 2025.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.