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Sovran Advisors’s Walmart Inc WMT Stock Holding History

Sovran 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 		$2.9M Buy
25,635
+687
+3% +$85.3K 0.22% 128
2026
Q1 		$3.29M Sell
24,948
-10,909
-30% -$1.34M 0.26% 101
2025
Q4 		$4.27M Buy
35,857
+14,742
+70% +$1.58M 0.36% 77
2025
Q3 		$2.16M Buy
21,115
+2,215
+12% +$221K 0.19% 125
2025
Q2 		$1.83M Buy
18,900
+229
+1% +$21.8K 0.19% 131
2025
Q1 		$1.74M Buy
18,671
+1,757
+10% +$165K 0.23% 109
2024
Q4 		$1.54M Buy
+16,914
New +$1.47M 0.22% 111

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

Sovran Advisors's WMT Position: Q2 2026 in Review

Sovran Advisors increased its Walmart Inc (WMT) stake by 2.8% in Q2 2026, buying an estimated $85.3K and bringing the position to 25,635 shares worth $2.9M. The position accounts for 0.22% of the portfolio, ranked #128.

Sovran Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.27M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sovran Advisors held 25,635 shares of Walmart Inc worth $2.9M as of Q2 2026.
  • Sovran Advisors bought 687 Walmart Inc shares in Q2 2026, an estimated $85.3K.
  • Walmart Inc made up 0.22% of Sovran Advisors's portfolio in Q2 2026, its #128 holding.
  • Sovran Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Walmart Inc position peaked at $4.27M in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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