Sentry Investment Management’s Walmart Inc WMT Stock Holding History

Sentry Investment 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 Q1	–	Sell	-11,788	Closed	-$1.31M	–	489
2025 Q4	$1.31M	Hold	11,788	–	–	0.86%	14
2025 Q3	$1.21M	Sell	11,788 -5,692	-33%	-$567K	0.81%	18
2025 Q2	$1.7M	Hold	17,480	–	–	0.94%	15
2025 Q1	$1.47M	Sell	17,480 -5,221	-23%	-$490K	0.99%	15
2024 Q4	$2.05M	Buy	22,701 +3,092	+16%	+$268K	0.98%	14
2024 Q3	$1.58M	Sell	19,609 -846	-4%	-$62.1K	0.67%	23
2024 Q2	$1.39M	Sell	20,455 -4,190	-17%	-$264K	0.62%	26
2024 Q1	$1.48M	Buy	24,645 +2,193	+10%	+$125K	0.58%	30
2023 Q4	$1.18M	Sell	22,452 -2,412	-10%	-$128K	0.51%	36
2023 Q3	$1.32M	Buy	24,864 +8,313	+50%	+$442K	0.64%	26
2023 Q2	$867K	Sell	16,551 -2,484	-13%	-$125K	0.33%	66
2023 Q1	$936K	Sell	19,035 -14,970	-44%	-$711K	0.39%	54
2022 Q4	$1.61M	Buy	34,005 +5,127	+18%	+$243K	0.71%	26
2022 Q3	$1.25M	Hold	28,878	–	–	0.59%	29
2022 Q2	$1.17M	Sell	28,878 -5,625	-16%	-$259K	0.53%	39
2022 Q1	$1.71M	Sell	34,503 -5,805	-14%	-$273K	0.55%	34
2021 Q4	$1.94M	Buy	40,308 +750	+2%	+$35.8K	0.51%	41
2021 Q3	$1.84M	Sell	39,558 -2,874	-7%	-$138K	0.53%	31
2021 Q2	$2M	Sell	42,432 -1,617	-4%	-$75.3K	0.51%	36
2021 Q1	$1.99M	Sell	44,049 -225,459	-84%	-$10.4M	0.55%	36
2020 Q4	$12.9M	Sell	269,508 -5,226	-2%	-$254K	0.65%	27
2020 Q3	$12.8M	Buy	274,734 +27,192	+11%	+$1.21M	0.71%	28
2020 Q2	$9.88M	Sell	247,542 -21,096	-8%	-$868K	0.6%	32
2020 Q1	$10.2M	Hold	268,638	–	–	0.75%	29
2019 Q4	$10.6M	Hold	268,638	–	–	0.63%	31
2019 Q3	$10.6M	Buy	268,638 +5,841	+2%	+$220K	0.69%	30
2019 Q2	$9.68M	Buy	262,797 +21	+0%	+$724	0.64%	32
2019 Q1	$8.54M	Sell	262,776 -21,339	-8%	-$692K	0.59%	35
2018 Q4	$8.82M	Sell	284,115 -7,296	-3%	-$234K	0.64%	34
2018 Q3	$9.12M	Hold	291,411	–	–	0.56%	40
2018 Q2	$8.32M	Sell	291,411 -29,292	-9%	-$833K	0.54%	39
2018 Q1	$9.51M	Sell	320,703 -32,127	-9%	-$1.03M	0.58%	39
2017 Q4	$11.6M	Sell	352,830 -243	-0.1%	-$7.43K	0.63%	36
2017 Q3	$9.2M	Sell	353,073 -7,188	-2%	-$189K	0.34%	47
2017 Q2	$9.09M	Buy	360,261 +3,660	+1%	+$92.9K	0.36%	47
2017 Q1	$8.57M	Buy	356,601 +5,382	+2%	+$124K	0.35%	46
2016 Q4	$8.09M	Buy	351,219 +8,040	+2%	+$188K	0.34%	47
2016 Q3	$8.25M	Sell	343,179 -23,934	-7%	-$581K	0.36%	47
2016 Q2	$8.94M	Hold	367,113	–	–	0.39%	47
2016 Q1	$8.38M	Hold	367,113	–	–	0.38%	46
2015 Q4	$7.5M	Buy	367,113 +5,691	+2%	+$114K	0.35%	50
2015 Q3	$7.81M	Buy	361,422 +4,275	+1%	+$98.1K	0.39%	46
2015 Q2	$8.44M	Buy	357,147 +90,084	+34%	+$2.3M	0.4%	48
2015 Q1	$7.32M	Buy	267,063 +10,500	+4%	+$298K	0.35%	54
2014 Q4	$7.34M	Sell	256,563 -46,053	-15%	-$1.24M	0.36%	52
2014 Q3	$7.71M	Sell	302,616 -20,409	-6%	-$515K	0.4%	42
2014 Q2	$8.08M	Buy	323,025 +41,049	+15%	+$1.05M	0.42%	38
2014 Q1	$7.18M	Hold	281,976	–	–	0.38%	38
2013 Q4	$7.4M	Buy	281,976 +104,889	+59%	+$2.71M	0.4%	37
2013 Q3	$4.37M	Buy	177,087 +98,115	+124%	+$2.47M	0.26%	64
2013 Q2	$1.96M	Buy	+78,972	New	+$2.02M	0.11%	92

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sentry Investment Management's WMT Position: Q1 2026 in Review

Sentry Investment Management sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 11,788 shares — an estimated $1.31M sold.

Sentry Investment Management first reported a position in WMT in Q2 2013 and held it in 51 quarters. The position peaked at $12.9M in Q4 2020. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Sentry Investment Management reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 11,788 Walmart Inc shares in Q1 2026, an estimated $1.31M.
Sentry Investment Management first reported a position in Walmart Inc in Q2 2013 and held it in 51 quarters.
Sentry Investment Management's Walmart Inc position peaked at $12.9M in Q4 2020.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.