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Sigma Investment Counselors’s Walmart Inc WMT Stock Holding History

Sigma Investment Counselors’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 		$437K Buy
3,861
+480
+14% +$59.6K 0.02% 145
2026
Q1 		$420K Sell
3,381
-450
-12% -$55.2K 0.02% 137
2025
Q4 		$427K Sell
3,831
-471
-11% -$50.6K 0.02% 145
2025
Q3 		$443K Buy
4,302
+112
+3% +$11.2K 0.02% 143
2025
Q2 		$410K Buy
4,190
+686
+20% +$65.4K 0.02% 151
2025
Q1 		$308K Sell
3,504
-658
-16% -$61.7K 0.02% 155
2024
Q4 		$376K Buy
4,162
+801
+24% +$69.5K 0.02% 147
2024
Q3 		$271K Buy
+3,361
New +$247K 0.02% 170
2023
Q4 		– Sell
-4,104
Closed -$219K – 200
2023
Q3 		$219K Buy
+4,104
New +$218K 0.02% 181
2022
Q2 		– Sell
-4,380
Closed -$217K – 194
2022
Q1 		$217K Hold
4,380
– – 0.02% 182
2021
Q4 		$211K Sell
4,380
-210
-5% -$10K 0.01% 189
2021
Q3 		$213K Sell
4,590
-90
-2% -$4.34K 0.02% 186
2021
Q2 		$220K Hold
4,680
– – 0.02% 184
2021
Q1 		$212K Buy
4,680
+12
+0.3% +$556 0.02% 178
2020
Q4 		$224K Buy
+4,668
New +$227K 0.02% 162
2016
Q4 		– Sell
-12,612
Closed -$303K – 128
2016
Q3 		$303K Buy
12,612
+1,197
+10% +$29K 0.05% 99
2016
Q2 		$278K Hold
11,415
– – 0.05% 110
2016
Q1 		$261K Hold
11,415
– – 0.05% 108
2015
Q4 		$233K Hold
11,415
– – 0.04% 110
2015
Q3 		$247K Buy
+11,415
New +$262K 0.05% 106

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sigma Investment Counselors's WMT Position: Q2 2026 in Review

Sigma Investment Counselors increased its Walmart Inc (WMT) stake by 14% in Q2 2026, buying an estimated $59.6K and bringing the position to 3,861 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #145.

Sigma Investment Counselors first reported a position in WMT in Q3 2015 and has held it in 20 quarters since. The position peaked at $443K in Q3 2025. 2,115 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sigma Investment Counselors held 3,861 shares of Walmart Inc worth $437K as of Q2 2026.
  • Sigma Investment Counselors bought 480 Walmart Inc shares in Q2 2026, an estimated $59.6K.
  • Walmart Inc made up 0.02% of Sigma Investment Counselors's portfolio in Q2 2026, its #145 holding.
  • Sigma Investment Counselors first reported a position in Walmart Inc in Q3 2015 and has held it in 20 quarters since.
  • Sigma Investment Counselors's Walmart Inc position peaked at $443K in Q3 2025.
  • 2,115 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.