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Southland Equity Partners’s Walmart Inc WMT Stock Holding History

Southland Equity Partners’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 		$685K Buy
6,044
+505
+9% +$62.7K 0.12% 133
2026
Q1 		$688K Buy
5,539
+484
+10% +$59.4K 0.13% 120
2025
Q4 		$563K Sell
5,055
-9
-0.2% -$966 0.11% 128
2025
Q3 		$522K Sell
5,064
-27
-0.5% -$2.69K 0.11% 136
2025
Q2 		$498K Buy
5,091
+251
+5% +$23.9K 0.11% 132
2025
Q1 		$425K Buy
4,840
+29
+0.6% +$2.72K 0.1% 138
2024
Q4 		$435K Sell
4,811
-24
-0.5% -$2.08K 0.1% 131
2024
Q3 		$390K Buy
4,835
+148
+3% +$10.9K 0.1% 143
2024
Q2 		$317K Sell
4,687
-19
-0.4% -$1.2K 0.09% 145
2024
Q1 		$283K Sell
4,706
-13
-0.3% -$744 0.08% 172
2023
Q4 		$248K Sell
4,719
-795
-14% -$42.1K 0.08% 167
2023
Q3 		$294K Buy
5,514
+132
+2% +$7.02K 0.1% 140
2023
Q2 		$282K Buy
5,382
+240
+5% +$12.1K 0.1% 145
2023
Q1 		$253K Buy
5,142
+90
+2% +$4.27K 0.1% 154
2022
Q4 		$239K Buy
+5,052
New +$240K 0.09% 152
2022
Q2 		– Sell
-4,275
Closed -$212K – 180
2022
Q1 		$212K Sell
4,275
-1,749
-29% -$82.1K 0.09% 166
2021
Q4 		$291K Buy
6,024
+318
+6% +$15.2K 0.12% 132
2021
Q3 		$265K Buy
5,706
+33
+0.6% +$1.59K 0.12% 130
2021
Q2 		$267K Buy
5,673
+174
+3% +$8.11K 0.13% 128
2021
Q1 		$249K Buy
5,499
+198
+4% +$9.17K 0.14% 123
2020
Q4 		$255K Buy
+5,301
New +$257K 0.17% 100

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

Southland Equity Partners's WMT Position: Q2 2026 in Review

Southland Equity Partners increased its Walmart Inc (WMT) stake by 9.1% in Q2 2026, buying an estimated $62.7K and bringing the position to 6,044 shares worth $685K. The position accounts for 0.12% of the portfolio, ranked #133.

Southland Equity Partners first reported a position in WMT in Q4 2020 and has held it in 21 quarters since. The position peaked at $688K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Southland Equity Partners held 6,044 shares of Walmart Inc worth $685K as of Q2 2026.
  • Southland Equity Partners bought 505 Walmart Inc shares in Q2 2026, an estimated $62.7K.
  • Walmart Inc made up 0.12% of Southland Equity Partners's portfolio in Q2 2026, its #133 holding.
  • Southland Equity Partners first reported a position in Walmart Inc in Q4 2020 and has held it in 21 quarters since.
  • Southland Equity Partners's Walmart Inc position peaked at $688K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.