South Shore Capital Advisors’s Walmart Inc WMT Stock Holding History

South Shore Capital 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	$1.07M	Sell	9,413 -28	-0.3%	-$3.48K	0.71%	30
2026 Q1	$1.17M	Buy	9,441 +206	+2%	+$25.3K	0.86%	27
2025 Q4	$1.03M	Buy	+9,235	New	+$992K	0.75%	26
2022 Q3	$581K	Hold	13,449	–	–	1.35%	19
2022 Q2	$545K	Buy	13,449 +255	+2%	+$11.8K	1.14%	23
2022 Q1	$655K	Sell	13,194 -390	-3%	-$18.3K	1.07%	23
2021 Q4	$655K	Buy	13,584 +477	+4%	+$22.8K	1.07%	25
2021 Q3	$609K	Sell	13,107 -267	-2%	-$12.9K	1.1%	27
2021 Q2	$629K	Buy	13,374 +108	+0.8%	+$5.03K	1.11%	21
2021 Q1	$601K	Sell	13,266 -3,912	-23%	-$181K	0.6%	40
2020 Q4	$825K	Buy	+17,178	New	+$834K	0.82%	30

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

South Shore Capital Advisors's WMT Position: Q2 2026 in Review

South Shore Capital Advisors reduced its Walmart Inc (WMT) stake by 0.3% in Q2 2026, selling an estimated $3.48K and leaving 9,413 shares worth $1.07M. The position accounts for 0.71% of the portfolio, ranked #30.

South Shore Capital Advisors first reported a position in WMT in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.17M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

South Shore Capital Advisors held 9,413 shares of Walmart Inc worth $1.07M as of Q2 2026.
South Shore Capital Advisors sold 28 Walmart Inc shares in Q2 2026, an estimated $3.48K.
Walmart Inc made up 0.71% of South Shore Capital Advisors's portfolio in Q2 2026, its #30 holding.
South Shore Capital Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 11 quarters since.
South Shore Capital Advisors's Walmart Inc position peaked at $1.17M in Q1 2026.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.