SGL Investment Advisors’s Walmart Inc WMT Stock Holding History

SGL Investment 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 Q2	$4.4M	Sell	39,012 -9,524	-20%	-$1.18M	1.52%	25
2026 Q1	$6.19M	Buy	48,536 +1,257	+3%	+$154K	2.32%	10
2025 Q4	$6M	Buy	47,279 +3,177	+7%	+$341K	2.4%	14
2025 Q3	$4.48M	Buy	44,102 +11,916	+37%	+$1.19M	1.87%	18
2025 Q2	$3.12M	Buy	32,186 +1,932	+6%	+$184K	1.49%	29
2025 Q1	$2.95M	Buy	30,254 +25,520	+539%	+$2.39M	1.52%	31
2024 Q4	$490K	Sell	4,734 -455	-9%	-$39.5K	0.25%	73
2024 Q3	$438K	Buy	+5,189	New	+$381K	0.23%	76

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SGL Investment Advisors's WMT Position: Q2 2026 in Review

SGL Investment Advisors reduced its Walmart Inc (WMT) stake by 20% in Q2 2026, selling an estimated $1.18M and leaving 39,012 shares worth $4.4M. The position accounts for 1.52% of the portfolio, ranked #25.

SGL Investment Advisors first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.19M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

SGL Investment Advisors held 39,012 shares of Walmart Inc worth $4.4M as of Q2 2026.
SGL Investment Advisors sold 9,524 Walmart Inc shares in Q2 2026, an estimated $1.18M.
Walmart Inc made up 1.52% of SGL Investment Advisors's portfolio in Q2 2026, its #25 holding.
SGL Investment Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
SGL Investment Advisors's Walmart Inc position peaked at $6.19M in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.