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Shepherd Street Advisors’s Walmart Inc WMT Stock Holding History

Shepherd Street 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 		$1.02M Sell
9,062
-567
-6% -$70.4K 0.9% 35
2026
Q1 		$1.2M Buy
9,629
+247
+3% +$30.3K 1.18% 32
2025
Q4 		$1.05M Buy
+9,382
New +$1.01M 1% 33

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

Shepherd Street Advisors's WMT Position: Q2 2026 in Review

Shepherd Street Advisors reduced its Walmart Inc (WMT) stake by 5.9% in Q2 2026, selling an estimated $70.4K and leaving 9,062 shares worth $1.02M. The position accounts for 0.9% of the portfolio, ranked #35.

Shepherd Street Advisors first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Shepherd Street Advisors held 9,062 shares of Walmart Inc worth $1.02M as of Q2 2026.
  • Shepherd Street Advisors sold 567 Walmart Inc shares in Q2 2026, an estimated $70.4K.
  • Walmart Inc made up 0.9% of Shepherd Street Advisors's portfolio in Q2 2026, its #35 holding.
  • Shepherd Street Advisors first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Shepherd Street Advisors's Walmart Inc position peaked at $1.2M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.