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Sheets Smith Wealth Management’s Walmart Inc WMT Stock Holding History

Sheets Smith Wealth 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
Q2 		$1.95M Sell
17,226
-29
-0.2% -$3.6K 0.2% 109
2026
Q1 		$2.14M Buy
17,255
+285
+2% +$35K 0.24% 97
2025
Q4 		$1.89M Buy
16,970
+356
+2% +$38.2K 0.21% 107
2025
Q3 		$1.71M Buy
16,614
+12
+0.1% +$1.2K 0.19% 113
2025
Q2 		$1.62M Sell
16,602
-4,373
-21% -$417K 0.19% 111
2025
Q1 		$1.84M Buy
20,975
+115
+0.6% +$10.8K 0.23% 98
2024
Q4 		$1.88M Sell
20,860
-124
-0.6% -$10.8K 0.23% 103
2024
Q3 		$1.69M Sell
20,984
-461
-2% -$33.9K 0.21% 112
2024
Q2 		$1.45M Buy
21,445
+312
+1% +$19.6K 0.17% 124
2024
Q1 		$1.27M Buy
21,133
+439
+2% +$25.1K 0.14% 143
2023
Q4 		$1.09M Buy
20,694
+5,178
+33% +$274K 0.15% 132
2023
Q3 		$827K Buy
15,516
+1,209
+8% +$64.3K 0.13% 150
2023
Q2 		$750K Sell
14,307
-72
-0.5% -$3.63K 0.11% 163
2023
Q1 		$707K Buy
14,379
+288
+2% +$13.7K 0.11% 166
2022
Q4 		$666K Sell
14,091
-279
-2% -$13.3K 0.1% 167
2022
Q3 		$621K Sell
14,370
-129
-0.9% -$5.65K 0.1% 165
2022
Q2 		$588K Sell
14,499
-756
-5% -$34.9K 0.1% 164
2022
Q1 		$757K Buy
15,255
+51
+0.3% +$2.39K 0.1% 166
2021
Q4 		$733K Sell
15,204
-411
-3% -$19.6K 0.09% 185
2021
Q3 		$725K Sell
15,615
-2,007
-11% -$96.7K 0.1% 178
2021
Q2 		$828K Sell
17,622
-447
-2% -$20.8K 0.11% 161
2021
Q1 		$818K Sell
18,069
-657
-4% -$30.4K 0.12% 153
2020
Q4 		$900K Sell
18,726
-2,214
-11% -$108K 0.14% 144
2020
Q3 		$977K Sell
20,940
-822
-4% -$36.5K 0.17% 118
2020
Q2 		$869K Buy
21,762
+408
+2% +$16.8K 0.17% 116
2020
Q1 		$809K Buy
21,354
+4,149
+24% +$160K 0.17% 123
2019
Q4 		$682K Buy
17,205
+15
+0.1% +$596 0.13% 163
2019
Q3 		$680K Buy
17,190
+57
+0.3% +$2.15K 0.14% 161
2019
Q2 		$631K Sell
17,133
-543
-3% -$18.7K 0.13% 168
2019
Q1 		$575K Sell
17,676
-99
-0.6% -$3.21K 0.12% 179
2018
Q4 		$552K Sell
17,775
-387
-2% -$12.4K 0.15% 147
2018
Q3 		$569K Sell
18,162
-264
-1% -$8.07K 0.12% 196
2018
Q2 		$526K Sell
18,426
-1,740
-9% -$49.5K 0.12% 178
2018
Q1 		$598K Buy
20,166
+180
+0.9% +$5.79K 0.14% 168
2017
Q4 		$658K Buy
+19,986
New +$611K 0.16% 162
2014
Q1 		– Sell
-7,950
Closed -$209K – 280
2013
Q4 		$209K Buy
+7,950
New +$205K 0.06% 239

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

Sheets Smith Wealth Management's WMT Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Walmart Inc (WMT) stake by 0.17% in Q2 2026, selling an estimated $3.6K and leaving 17,226 shares worth $1.95M. The position accounts for 0.2% of the portfolio, ranked #109.

Sheets Smith Wealth Management first reported a position in WMT in Q4 2013 and has held it in 36 quarters since. The position peaked at $2.14M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sheets Smith Wealth Management held 17,226 shares of Walmart Inc worth $1.95M as of Q2 2026.
  • Sheets Smith Wealth Management sold 29 Walmart Inc shares in Q2 2026, an estimated $3.6K.
  • Walmart Inc made up 0.2% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Sheets Smith Wealth Management first reported a position in Walmart Inc in Q4 2013 and has held it in 36 quarters since.
  • Sheets Smith Wealth Management's Walmart Inc position peaked at $2.14M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.