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Simon Quick Advisors’s Walmart Inc WMT Stock Holding History

Simon Quick 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 		$4.13M Sell
36,468
-563
-2% -$69.9K 0.17% 99
2026
Q1 		$4.6M Sell
37,031
-11,054
-23% -$1.36M 0.21% 78
2025
Q4 		$5.36M Buy
48,085
+1,161
+2% +$125K 0.23% 68
2025
Q3 		$4.84M Buy
46,924
+2,277
+5% +$227K 0.22% 69
2025
Q2 		$4.37M Buy
44,647
+15,688
+54% +$1.49M 0.22% 68
2025
Q1 		$2.54M Buy
28,959
+6,503
+29% +$610K 0.14% 74
2024
Q4 		$2.03M Buy
22,456
+3,002
+15% +$261K 0.12% 78
2024
Q3 		$1.57M Buy
19,454
+2,245
+13% +$165K 0.1% 94
2024
Q2 		$1.17M Buy
17,209
+4,605
+37% +$290K 0.08% 113
2024
Q1 		$758K Buy
12,604
+2,692
+27% +$154K 0.06% 150
2023
Q4 		$521K Sell
9,912
-366
-4% -$19.4K 0.05% 172
2023
Q3 		$548K Buy
10,278
+1,830
+22% +$97.4K 0.05% 155
2023
Q2 		$443K Buy
8,448
+540
+7% +$27.2K 0.04% 166
2023
Q1 		$389K Buy
+7,908
New +$375K 0.04% 175
2022
Q2 		– Sell
-1,506
Closed -$75K – 399
2022
Q1 		$75K Sell
1,506
-1,920
-56% -$90.1K 0.02% 171
2021
Q4 		$165K Buy
3,426
+729
+27% +$34.8K 0.04% 127
2021
Q3 		$125K Buy
2,697
+396
+17% +$19.1K 0.03% 148
2021
Q2 		$108K Sell
2,301
-21
-0.9% -$978 0.03% 144
2021
Q1 		$105K Sell
2,322
-594
-20% -$27.5K 0.03% 144
2020
Q4 		$140K Sell
2,916
-411
-12% -$20K 0.04% 125
2020
Q3 		$155K Sell
3,327
-1,821
-35% -$81K 0.04% 103
2020
Q2 		$206K Buy
5,148
+2,895
+128% +$119K 0.08% 81
2020
Q1 		$85K Sell
2,253
-384
-15% -$14.8K 0.03% 130
2019
Q4 		$104K Buy
2,637
+1,539
+140% +$61.1K 0.04% 141
2019
Q3 		$43K Buy
1,098
+768
+233% +$29K 0.02% 192
2019
Q2 		$12.2K Sell
330
-570
-63% -$19.6K 0.01% 211
2019
Q1 		$29K Sell
900
-15
-2% -$486 0.01% 265
2018
Q4 		$28K Buy
+915
New +$29.3K 0.01% 231
2017
Q1 		– Sell
-2,700
Closed -$62K – 389
2016
Q4 		$62K Buy
+2,700
New +$63K 0.05% 146

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Simon Quick Advisors's WMT Position: Q2 2026 in Review

Simon Quick Advisors reduced its Walmart Inc (WMT) stake by 1.5% in Q2 2026, selling an estimated $69.9K and leaving 36,468 shares worth $4.13M. The position accounts for 0.17% of the portfolio, ranked #99.

Simon Quick Advisors first reported a position in WMT in Q4 2016 and has held it in 29 quarters since. The position peaked at $5.36M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Simon Quick Advisors held 36,468 shares of Walmart Inc worth $4.13M as of Q2 2026.
  • Simon Quick Advisors sold 563 Walmart Inc shares in Q2 2026, an estimated $69.9K.
  • Walmart Inc made up 0.17% of Simon Quick Advisors's portfolio in Q2 2026, its #99 holding.
  • Simon Quick Advisors first reported a position in Walmart Inc in Q4 2016 and has held it in 29 quarters since.
  • Simon Quick Advisors's Walmart Inc position peaked at $5.36M in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.