Searle & Co’s Walmart Inc WMT Stock Holding History

Searle & Co’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	$468K	Buy	4,135 +836	+25%	+$104K	0.11%	126
2026 Q1	$410K	Buy	3,299 +400	+14%	+$49.1K	0.1%	137
2025 Q4	$323K	Buy	+2,899	New	+$311K	0.08%	142
2025 Q2	–	Sell	-2,813	Closed	-$247K	–	186
2025 Q1	$247K	Buy	2,813 +2	+0.1%	+$188	0.07%	154
2024 Q4	$254K	Buy	+2,811	New	+$244K	0.07%	159
2018 Q3	–	Sell	-12,150	Closed	-$347K	–	136
2018 Q2	$347K	Buy	12,150 +1,500	+14%	+$42.6K	0.22%	97
2018 Q1	$316K	Buy	+10,650	New	+$343K	0.21%	102
2015 Q3	–	Sell	-600	Closed	-$14K	–	259
2015 Q2	$14K	Sell	600 -1,500	-71%	-$38.2K	0.01%	259
2015 Q1	$57K	Hold	2,100	–	–	0.05%	160
2014 Q4	$60K	Buy	+2,100	New	+$56.7K	0.05%	186

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

Searle & Co's WMT Position: Q2 2026 in Review

Searle & Co increased its Walmart Inc (WMT) stake by 25% in Q2 2026, buying an estimated $104K and bringing the position to 4,135 shares worth $468K. The position accounts for 0.11% of the portfolio, ranked #126.

Searle & Co first reported a position in WMT in Q4 2014 and has held it in 10 quarters since. 2,080 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Searle & Co held 4,135 shares of Walmart Inc worth $468K as of Q2 2026.
Searle & Co bought 836 Walmart Inc shares in Q2 2026, an estimated $104K.
Walmart Inc made up 0.11% of Searle & Co's portfolio in Q2 2026, its #126 holding.
Searle & Co first reported a position in Walmart Inc in Q4 2014 and has held it in 10 quarters since.
2,080 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.