Slocum, Gordon & Co’s Walmart Inc WMT Stock Holding History

Slocum, Gordon & Co’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	$1.26M	Buy	11,085 +291	+3%	+$36.1K	0.83%	36
2026 Q1	$1.34M	Sell	10,794 -55	-0.5%	-$6.75K	0.91%	31
2025 Q4	$1.21M	Sell	10,849 -45	-0.4%	-$4.83K	0.88%	33
2025 Q3	$1.12M	Hold	10,894	–	–	0.9%	32
2025 Q2	$1.07M	Sell	10,894 -1,200	-10%	-$114K	0.86%	31
2025 Q1	$1.06M	Buy	12,094 +220	+2%	+$20.6K	0.79%	30
2024 Q4	$1.07M	Sell	11,874 -85	-0.7%	-$7.38K	0.88%	28
2024 Q3	$966K	Buy	11,959 +200	+2%	+$14.7K	0.39%	35
2024 Q2	$796K	Buy	11,759 +300	+3%	+$18.9K	0.59%	32
2024 Q1	$690K	Buy	11,459 +401	+4%	+$22.9K	0.51%	34
2023 Q4	$581K	Buy	11,058 +216	+2%	+$11.4K	0.51%	33
2023 Q3	$578K	Buy	10,842 +57	+0.5%	+$3.03K	0.5%	34
2023 Q2	$565K	Hold	10,785	–	–	0.41%	32
2023 Q1	$530K	Hold	10,785	–	–	0.44%	32
2022 Q4	$510K	Buy	+10,785	New	+$512K	0.33%	36

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Slocum, Gordon & Co's WMT Position: Q2 2026 in Review

Slocum, Gordon & Co increased its Walmart Inc (WMT) stake by 2.7% in Q2 2026, buying an estimated $36.1K and bringing the position to 11,085 shares worth $1.26M. The position accounts for 0.83% of the portfolio, ranked #36.

Slocum, Gordon & Co first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q1 2026. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Slocum, Gordon & Co held 11,085 shares of Walmart Inc worth $1.26M as of Q2 2026.
Slocum, Gordon & Co bought 291 Walmart Inc shares in Q2 2026, an estimated $36.1K.
Walmart Inc made up 0.83% of Slocum, Gordon & Co's portfolio in Q2 2026, its #36 holding.
Slocum, Gordon & Co first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
Slocum, Gordon & Co's Walmart Inc position peaked at $1.34M in Q1 2026.
1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.