Seamount Financial Group’s Walmart Inc WMT Stock Holding History

Seamount Financial Group’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	$1.31M	Sell	11,586 -313	-3%	-$38.9K	0.53%	42
2026 Q1	$1.48M	Sell	11,899 -306	-3%	-$37.6K	0.67%	38
2025 Q4	$1.36M	Sell	12,205 -191	-2%	-$20.5K	0.62%	41
2025 Q3	$1.28M	Sell	12,396 -601	-5%	-$59.8K	0.6%	40
2025 Q2	$1.27M	Buy	12,997 +1,849	+17%	+$176K	0.65%	39
2025 Q1	$979K	Sell	11,148 -20	-0.2%	-$1.88K	0.67%	40
2024 Q4	$1.01M	Sell	11,168 -455	-4%	-$39.5K	0.7%	36
2024 Q3	$939K	Sell	11,623 -224	-2%	-$16.5K	0.71%	37
2024 Q2	$802K	Buy	11,847 +198	+2%	+$12.5K	0.65%	44
2024 Q1	$701K	Sell	11,649 -39	-0.3%	-$2.23K	0.61%	46
2023 Q4	$614K	Buy	+11,688	New	+$618K	0.59%	50

Other funds holding WMT

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Seamount Financial Group's WMT Position: Q2 2026 in Review

Seamount Financial Group reduced its Walmart Inc (WMT) stake by 2.6% in Q2 2026, selling an estimated $38.9K and leaving 11,586 shares worth $1.31M. The position accounts for 0.53% of the portfolio, ranked #42.

Seamount Financial Group first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q1 2026. 1,522 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Seamount Financial Group held 11,586 shares of Walmart Inc worth $1.31M as of Q2 2026.
Seamount Financial Group sold 313 Walmart Inc shares in Q2 2026, an estimated $38.9K.
Walmart Inc made up 0.53% of Seamount Financial Group's portfolio in Q2 2026, its #42 holding.
Seamount Financial Group first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's Walmart Inc position peaked at $1.48M in Q1 2026.
1,522 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.