Signature Estate & Investment Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $45M | Sell |
397,688
-86,455
| -18% | -$10.7M | 0.81% | 28 |
|
|
2026
Q1 | $60.2M | Buy |
484,143
+140,582
| +41% | +$17.3M | 1.22% | 21 |
|
|
2025
Q4 | $38.3M | Buy |
343,561
+6,594
| +2% | +$708K | 0.77% | 26 |
|
|
2025
Q3 | $34.7M | Buy |
336,967
+2,079
| +0.6% | +$207K | 0.74% | 28 |
|
|
2025
Q2 | $32.7M | Sell |
334,888
-5,697
| -2% | -$543K | 0.75% | 29 |
|
|
2025
Q1 | $29.9M | Sell |
340,585
-422,588
| -55% | -$39.6M | 0.79% | 29 |
|
|
2024
Q4 | $69M | Sell |
763,173
-86,628
| -10% | -$7.52M | 1.73% | 13 |
|
|
2024
Q3 | $68.6M | Buy |
849,801
+2,926
| +0.3% | +$215K | 1.58% | 11 |
|
|
2024
Q2 | $57.3M | Sell |
846,875
-35,920
| -4% | -$2.26M | 1.43% | 18 |
|
|
2024
Q1 | $53.1M | Buy |
882,795
+208,620
| +31% | +$11.9M | 1.5% | 20 |
|
|
2023
Q4 | $35.4M | Buy |
674,175
+615,627
| +1,051% | +$32.6M | 1.04% | 31 |
|
|
2023
Q3 | $3.12M | Buy |
58,548
+2,637
| +5% | +$140K | 0.11% | 61 |
|
|
2023
Q2 | $2.93M | Buy |
55,911
+46,572
| +499% | +$2.35M | 0.1% | 61 |
|
|
2023
Q1 | $459K | Sell |
9,339
-378
| -4% | -$17.9K | 0.02% | 125 |
|
|
2022
Q4 | $459K | Sell |
9,717
-3,612
| -27% | -$172K | 0.02% | 127 |
|
|
2022
Q3 | $577K | Buy |
13,329
+204
| +2% | +$8.94K | 0.03% | 108 |
|
|
2022
Q2 | $532K | Sell |
13,125
-12,789
| -49% | -$590K | 0.03% | 113 |
|
|
2022
Q1 | $1.29M | Sell |
25,914
-834,219
| -97% | -$39.2M | 0.06% | 86 |
|
|
2021
Q4 | $41.5M | Buy |
860,133
+42,420
| +5% | +$2.03M | 1.86% | 19 |
|
|
2021
Q3 | $38M | Buy |
817,713
+35,385
| +5% | +$1.7M | 1.86% | 21 |
|
|
2021
Q2 | $36.8M | Buy |
782,328
+58,647
| +8% | +$2.73M | 1.65% | 26 |
|
|
2021
Q1 | $32.8M | Buy |
723,681
+78,156
| +12% | +$3.62M | 1.6% | 26 |
|
|
2020
Q4 | $31M | Buy |
645,525
+42
| +0% | +$2.04K | 1.68% | 23 |
|
|
2020
Q3 | $30.1M | Sell |
645,483
-6,822
| -1% | -$303K | 1.87% | 18 |
|
|
2020
Q2 | $26M | Sell |
652,305
-26,994
| -4% | -$1.11M | 1.84% | 22 |
|
|
2020
Q1 | $25.7M | Sell |
679,299
-36,114
| -5% | -$1.39M | 2.05% | 14 |
|
|
2019
Q4 | $28.3M | Sell |
715,413
-7,053
| -1% | -$280K | 1.73% | 17 |
|
|
2019
Q3 | $28.6M | Buy |
722,466
+9,432
| +1% | +$356K | 1.9% | 12 |
|
|
2019
Q2 | $26.3M | Buy |
713,034
+12,864
| +2% | +$443K | 1.73% | 15 |
|
|
2019
Q1 | $22.8M | Buy |
700,170
+22,338
| +3% | +$724K | 1.53% | 24 |
|
|
2018
Q4 | $21M | Sell |
677,832
-55,677
| -8% | -$1.79M | 1.86% | 17 |
|
|
2018
Q3 | $23M | Buy |
733,509
+68,220
| +10% | +$2.09M | 2.07% | 17 |
|
|
2018
Q2 | $19M | Buy |
665,289
+48,483
| +8% | +$1.38M | 1.79% | 22 |
|
|
2018
Q1 | $18.3M | Buy |
616,806
+33,507
| +6% | +$1.08M | 1.85% | 22 |
|
|
2017
Q4 | $19.2M | Buy |
583,299
+23,154
| +4% | +$708K | 1.96% | 15 |
|
|
2017
Q3 | $14.6M | Buy |
+560,145
| New | +$14.7M | 1.63% | 28 |
|
Other funds holding WMT
Signature Estate & Investment Advisors's WMT Position: Q2 2026 in Review
Signature Estate & Investment Advisors reduced its Walmart Inc (WMT) stake by 18% in Q2 2026, selling an estimated $10.7M and leaving 397,688 shares worth $45M. The position accounts for 0.81% of the portfolio, ranked #28.
Signature Estate & Investment Advisors first reported a position in WMT in Q3 2017 and has held it in 36 quarters since. The position peaked at $69M in Q4 2024. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Signature Estate & Investment Advisors held 397,688 shares of Walmart Inc worth $45M as of Q2 2026.
- Signature Estate & Investment Advisors sold 86,455 Walmart Inc shares in Q2 2026, an estimated $10.7M.
- Walmart Inc made up 0.81% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #28 holding.
- Signature Estate & Investment Advisors first reported a position in Walmart Inc in Q3 2017 and has held it in 36 quarters since.
- Signature Estate & Investment Advisors's Walmart Inc position peaked at $69M in Q4 2024.
- 2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.