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Sierra Ocean’s Walmart Inc WMT Stock Holding History

Sierra Ocean’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 		$284K Sell
2,505
-68
-3% -$8.44K 0.2% 55
2026
Q1 		$320K Sell
2,573
-268
-9% -$32.9K 0.26% 39
2025
Q4 		$317K Sell
2,841
-291
-9% -$31.2K 0.26% 39
2025
Q3 		$323K Sell
3,132
-5
-0.2% -$498 0.27% 42
2025
Q2 		$307K Sell
3,137
-90
-3% -$8.57K 0.22% 48
2025
Q1 		$283K Buy
3,227
+243
+8% +$22.8K 0.22% 47
2024
Q4 		$270K Buy
+2,984
New +$259K 0.22% 51

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 Ocean's WMT Position: Q2 2026 in Review

Sierra Ocean reduced its Walmart Inc (WMT) stake by 2.6% in Q2 2026, selling an estimated $8.44K and leaving 2,505 shares worth $284K. The position accounts for 0.2% of the portfolio, ranked #55.

Sierra Ocean first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $323K in Q3 2025. 4,407 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sierra Ocean held 2,505 shares of Walmart Inc worth $284K as of Q2 2026.
  • Sierra Ocean sold 68 Walmart Inc shares in Q2 2026, an estimated $8.44K.
  • Walmart Inc made up 0.2% of Sierra Ocean's portfolio in Q2 2026, its #55 holding.
  • Sierra Ocean first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Sierra Ocean's Walmart Inc position peaked at $323K in Q3 2025.
  • 4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sierra Ocean's 13F filing for Q2 2026, filed 7 Aug 2026.