SCA
WMT icon

Southern Capital Advisors’s Walmart Inc WMT Stock Holding History

Southern 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 		$1.02M Buy
8,968
+25
+0.3% +$3.1K 0.42% 28
2026
Q1 		$1.11M Buy
8,943
+54
+0.6% +$6.63K 0.52% 29
2025
Q4 		$990K Sell
8,889
-10
-0.1% -$1.07K 0.46% 31
2025
Q3 		$917K Sell
8,899
-216
-2% -$21.5K 0.43% 33
2025
Q2 		$891K Sell
9,115
-20,200
-69% -$1.92M 0.46% 31
2025
Q1 		$2.57M Sell
29,315
-3,807
-11% -$357K 1.43% 19
2024
Q4 		$2.99M Sell
33,122
-12
-0% -$1.04K 1.66% 18
2024
Q3 		$2.68M Buy
33,134
+905
+3% +$66.5K 1.51% 19
2024
Q2 		$2.18M Buy
+32,229
New +$2.03M 1.34% 20
2024
Q1 		– Sell
-8,481
Closed -$446K – 80
2023
Q4 		$446K Sell
8,481
-12,462
-60% -$659K 0.32% 38
2023
Q3 		$1.12M Buy
20,943
+6
+0% +$319 0.93% 23
2023
Q2 		$1.1M Buy
20,937
+15
+0.1% +$757 0.84% 25
2023
Q1 		$1.03M Sell
20,922
-279
-1% -$13.2K 0.76% 28
2022
Q4 		$1M Buy
21,201
+390
+2% +$18.5K 0.78% 30
2022
Q3 		$900K Sell
20,811
-36
-0.2% -$1.58K 0.74% 27
2022
Q2 		$845K Buy
20,847
+69
+0.3% +$3.18K 0.67% 29
2022
Q1 		$1.03M Buy
20,778
+6
+0% +$282 0.71% 26
2021
Q4 		$1M Buy
+20,772
New +$992K 0.62% 32

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

Southern Capital Advisors's WMT Position: Q2 2026 in Review

Southern Capital Advisors increased its Walmart Inc (WMT) stake by 0.28% in Q2 2026, buying an estimated $3.1K and bringing the position to 8,968 shares worth $1.02M. The position accounts for 0.42% of the portfolio, ranked #28.

Southern Capital Advisors first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.99M in Q4 2024. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Southern Capital Advisors held 8,968 shares of Walmart Inc worth $1.02M as of Q2 2026.
  • Southern Capital Advisors bought 25 Walmart Inc shares in Q2 2026, an estimated $3.1K.
  • Walmart Inc made up 0.42% of Southern Capital Advisors's portfolio in Q2 2026, its #28 holding.
  • Southern Capital Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • Southern Capital Advisors's Walmart Inc position peaked at $2.99M in Q4 2024.
  • 2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.