SC
WMT icon

Sierra Capital’s Walmart Inc WMT Stock Holding History

Sierra Capital’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 		$218K Hold
1,926
– – 0.02% 212
2026
Q1 		$239K Buy
+1,926
New +$236K 0.03% 202
2023
Q1 		– Sell
-6,774
Closed -$320K – 556
2022
Q4 		$320K Buy
6,774
+480
+8% +$22.8K 0.05% 153
2022
Q3 		$272K Sell
6,294
-747
-11% -$32.7K 0.05% 157
2022
Q2 		$285K Buy
7,041
+15
+0.2% +$692 0.05% 165
2022
Q1 		$349K Sell
7,026
-33
-0.5% -$1.55K 0.06% 158
2021
Q4 		$340K Buy
7,059
+3,510
+99% +$168K 0.05% 168
2021
Q3 		$165K Hold
3,549
– – 0.03% 217
2021
Q2 		$167K Hold
3,549
– – 0.03% 191
2021
Q1 		$161K Buy
+3,549
New +$164K 0.03% 196

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sierra Capital's WMT Position: Q2 2026 in Review

Sierra Capital held its Walmart Inc (WMT) position steady in Q2 2026 at 1,926 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #212.

Sierra Capital first reported a position in WMT in Q1 2021 and has held it in 10 quarters since. The position peaked at $349K in Q1 2022. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sierra Capital held 1,926 shares of Walmart Inc worth $218K as of Q2 2026.
  • Sierra Capital left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.02% of Sierra Capital's portfolio in Q2 2026, its #212 holding.
  • Sierra Capital first reported a position in Walmart Inc in Q1 2021 and has held it in 10 quarters since.
  • Sierra Capital's Walmart Inc position peaked at $349K in Q1 2022.
  • 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.