Sightline Wealth Advisors’s Walmart Inc WMT Stock Holding History

Sightline Wealth 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	$417K	Buy	3,681 +38	+1%	+$4.72K	0.15%	65
2026 Q1	$453K	Buy	3,643 +4	+0.1%	+$491	0.19%	56
2025 Q4	$405K	Sell	3,639 -39	-1%	-$4.19K	0.17%	66
2025 Q3	$379K	Sell	3,678 -40	-1%	-$3.98K	0.17%	68
2025 Q2	$364K	Buy	3,718 +1,047	+39%	+$99.8K	0.18%	64
2025 Q1	$234K	Buy	2,671 +5	+0.2%	+$469	0.12%	71
2024 Q4	$241K	Hold	2,666	–	–	0.13%	75
2024 Q3	$215K	Buy	+2,666	New	+$196K	0.12%	75

Other funds holding WMT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Sightline Wealth Advisors's WMT Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Walmart Inc (WMT) stake by 1% in Q2 2026, buying an estimated $4.72K and bringing the position to 3,681 shares worth $417K. The position accounts for 0.15% of the portfolio, ranked #65.

Sightline Wealth Advisors first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $453K in Q1 2026. 2,446 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Sightline Wealth Advisors held 3,681 shares of Walmart Inc worth $417K as of Q2 2026.
Sightline Wealth Advisors bought 38 Walmart Inc shares in Q2 2026, an estimated $4.72K.
Walmart Inc made up 0.15% of Sightline Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Sightline Wealth Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Sightline Wealth Advisors's Walmart Inc position peaked at $453K in Q1 2026.
2,446 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.