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Sonoma Allocations’s Walmart Inc WMT Stock Holding History

Sonoma Allocations’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 		$703K Sell
6,499
-164
-2% -$20.4K 0.22% 62
2026
Q1 		$816K Sell
6,663
-1,568
-19% -$193K 0.28% 58
2025
Q4 		$1.01M Sell
8,231
-566
-6% -$60.8K 0.34% 46
2025
Q3 		$937K Buy
+8,797
New +$876K 0.34% 40

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

Sonoma Allocations's WMT Position: Q2 2026 in Review

Sonoma Allocations reduced its Walmart Inc (WMT) stake by 2.5% in Q2 2026, selling an estimated $20.4K and leaving 6,499 shares worth $703K. The position accounts for 0.22% of the portfolio, ranked #62.

Sonoma Allocations first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sonoma Allocations held 6,499 shares of Walmart Inc worth $703K as of Q2 2026.
  • Sonoma Allocations sold 164 Walmart Inc shares in Q2 2026, an estimated $20.4K.
  • Walmart Inc made up 0.22% of Sonoma Allocations's portfolio in Q2 2026, its #62 holding.
  • Sonoma Allocations first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Sonoma Allocations's Walmart Inc position peaked at $1.01M in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.