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Skyline Advisors’s Walmart Inc WMT Stock Holding History

Skyline 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 		$248K Buy
2,185
+6
+0.3% +$745 0.08% 112
2026
Q1 		$271K Buy
2,179
+5
+0.2% +$614 0.09% 99
2025
Q4 		$242K Hold
2,174
– – 0.08% 89
2025
Q3 		$224K Sell
2,174
-18
-0.8% -$1.79K 0.08% 91
2025
Q2 		$214K Buy
+2,192
New +$209K 0.08% 93
2025
Q1 		– Sell
-2,246
Closed -$203K – 97
2024
Q4 		$203K Buy
+2,246
New +$195K 0.08% 93

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Skyline Advisors's WMT Position: Q2 2026 in Review

Skyline Advisors increased its Walmart Inc (WMT) stake by 0.28% in Q2 2026, buying an estimated $745 and bringing the position to 2,185 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #112.

Skyline Advisors first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $271K in Q1 2026. 938 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Skyline Advisors held 2,185 shares of Walmart Inc worth $248K as of Q2 2026.
  • Skyline Advisors bought 6 Walmart Inc shares in Q2 2026, an estimated $745.
  • Walmart Inc made up 0.08% of Skyline Advisors's portfolio in Q2 2026, its #112 holding.
  • Skyline Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Skyline Advisors's Walmart Inc position peaked at $271K in Q1 2026.
  • 938 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.