Sierra Summit Advisors’s Walmart Inc WMT Stock Holding History

Sierra Summit 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	$1.09M	Sell	9,580 -329	-3%	-$40.8K	0.12%	120
2026 Q1	$1.23M	Buy	9,909 +4,914	+98%	+$603K	0.18%	84
2025 Q4	$556K	Buy	4,995 +195	+4%	+$20.9K	0.09%	145
2025 Q3	$495K	Hold	4,800	–	–	0.08%	154
2025 Q2	$469K	Hold	4,800	–	–	0.08%	152
2025 Q1	$421K	Hold	4,800	–	–	0.09%	154
2024 Q4	$434K	Hold	4,800	–	–	0.09%	127
2024 Q3	$388K	Hold	4,800	–	–	0.09%	116
2024 Q2	$325K	Hold	4,800	–	–	0.08%	126
2024 Q1	$289K	Hold	4,800	–	–	0.08%	128
2023 Q4	$252K	Buy	+4,800	New	+$254K	0.07%	163

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sierra Summit Advisors's WMT Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Walmart Inc (WMT) stake by 3.3% in Q2 2026, selling an estimated $40.8K and leaving 9,580 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #120.

Sierra Summit Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q1 2026. 2,212 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Sierra Summit Advisors held 9,580 shares of Walmart Inc worth $1.09M as of Q2 2026.
Sierra Summit Advisors sold 329 Walmart Inc shares in Q2 2026, an estimated $40.8K.
Walmart Inc made up 0.12% of Sierra Summit Advisors's portfolio in Q2 2026, its #120 holding.
Sierra Summit Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Sierra Summit Advisors's Walmart Inc position peaked at $1.23M in Q1 2026.
2,212 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.