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Sequoia Financial Advisors’s Walmart Inc WMT Stock Holding History

Sequoia Financial 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
Q1 		– Hold
0
– -$1.67M – 2076
2025
Q4 		– Hold
0
– – – 650

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sequoia Financial Advisors's WMT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Walmart Inc (WMT) stake by 4.2% in Q2 2026, buying an estimated $4.27M and bringing the position to 847,495 shares worth $96M. The position accounts for 0.48% of the portfolio, ranked #45.

Sequoia Financial Advisors first reported a position in WMT in Q4 2013 and has held it in 51 quarters since. The position peaked at $101M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sequoia Financial Advisors held 847,495 shares of Walmart Inc worth $96M as of Q2 2026.
  • Sequoia Financial Advisors bought 34,435 Walmart Inc shares in Q2 2026, an estimated $4.27M.
  • Walmart Inc made up 0.48% of Sequoia Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Sequoia Financial Advisors first reported a position in Walmart Inc in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's Walmart Inc position peaked at $101M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.