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Sky Investment Group’s Walmart Inc WMT Stock Holding History

Sky Investment Group’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 		$2.5M Buy
22,048
+360
+2% +$44.7K 0.39% 64
2026
Q1 		$2.7M Sell
21,688
-1,075
-5% -$132K 0.46% 58
2025
Q4 		$2.54M Buy
22,763
+31
+0.1% +$3.33K 0.42% 60
2025
Q3 		$2.34M Buy
22,732
+120
+0.5% +$11.9K 0.39% 64
2025
Q2 		$2.21M Buy
22,612
+1,999
+10% +$190K 0.39% 65
2025
Q1 		$1.81M Hold
20,613
– – 0.33% 73
2024
Q4 		$1.86M Hold
20,613
– – 0.34% 71
2024
Q3 		$1.66M Sell
20,613
-105
-0.5% -$7.71K 0.3% 77
2024
Q2 		$1.4M Sell
20,718
-24
-0.1% -$1.51K 0.27% 76
2024
Q1 		$1.25M Buy
20,742
+78
+0.4% +$4.46K 0.24% 76
2023
Q4 		$1.09M Sell
20,664
-150
-0.7% -$7.94K 0.23% 77
2023
Q3 		$1.11M Sell
20,814
-225
-1% -$12K 0.25% 75
2023
Q2 		$1.1M Buy
21,039
+405
+2% +$20.4K 0.24% 77
2023
Q1 		$1.01M Sell
20,634
-36
-0.2% -$1.71K 0.23% 81
2022
Q4 		$977K Buy
20,670
+315
+2% +$15K 0.23% 81
2022
Q3 		$880K Sell
20,355
-765
-4% -$33.5K 0.23% 77
2022
Q2 		$856K Buy
21,120
+633
+3% +$29.2K 0.2% 82
2022
Q1 		$1.02M Sell
20,487
-246
-1% -$11.5K 0.21% 84
2021
Q4 		$1M Sell
20,733
-255
-1% -$12.2K 0.2% 88
2021
Q3 		$975K Buy
20,988
+198
+1% +$9.54K 0.22% 85
2021
Q2 		$977K Buy
20,790
+1,668
+9% +$77.7K 0.22% 82
2021
Q1 		$866K Buy
19,122
+7,164
+60% +$332K 0.21% 83
2020
Q4 		$575K Buy
11,958
+333
+3% +$16.2K 0.15% 87
2020
Q3 		$542K Buy
11,625
+4,977
+75% +$221K 0.15% 88
2020
Q2 		$265K Buy
6,648
+798
+14% +$32.8K 0.09% 90
2020
Q1 		$222K Hold
5,850
– – 0.09% 87
2019
Q4 		$232K Hold
5,850
– – 0.08% 98
2019
Q3 		$231K Sell
5,850
-750
-11% -$28.3K 0.08% 94
2019
Q2 		$243K Hold
6,600
– – 0.09% 94
2019
Q1 		$215K Hold
6,600
– – 0.08% 96
2018
Q4 		$205K Hold
6,600
– – 0.09% 95
2018
Q3 		$207K Sell
6,600
-450
-6% -$13.8K 0.08% 98
2018
Q2 		$201K Hold
7,050
– – 0.08% 98
2018
Q1 		$209K Buy
7,050
+900
+15% +$28.9K 0.08% 95
2017
Q4 		$202K Buy
+6,150
New +$188K 0.08% 96
2015
Q1 		– Sell
-7,263
Closed -$208K – 79
2014
Q4 		$208K Sell
7,263
-2,085
-22% -$56.3K 0.11% 78
2014
Q3 		$238K Buy
+9,348
New +$236K 0.13% 72
2014
Q2 		– Sell
-9,693
Closed -$247K – 76
2014
Q1 		$247K Buy
9,693
+45
+0.5% +$1.13K 0.14% 72
2013
Q4 		$253K Buy
+9,648
New +$249K 0.14% 67

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

Sky Investment Group's WMT Position: Q2 2026 in Review

Sky Investment Group increased its Walmart Inc (WMT) stake by 1.7% in Q2 2026, buying an estimated $44.7K and bringing the position to 22,048 shares worth $2.5M. The position accounts for 0.39% of the portfolio, ranked #64.

Sky Investment Group first reported a position in WMT in Q4 2013 and has held it in 39 quarters since. The position peaked at $2.7M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sky Investment Group held 22,048 shares of Walmart Inc worth $2.5M as of Q2 2026.
  • Sky Investment Group bought 360 Walmart Inc shares in Q2 2026, an estimated $44.7K.
  • Walmart Inc made up 0.39% of Sky Investment Group's portfolio in Q2 2026, its #64 holding.
  • Sky Investment Group first reported a position in Walmart Inc in Q4 2013 and has held it in 39 quarters since.
  • Sky Investment Group's Walmart Inc position peaked at $2.7M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.