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Spinnaker Investment Group’s Walmart Inc WMT Stock Holding History

Spinnaker Investment Group’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 		$970K Buy
8,568
+1,668
+24% +$207K 0.16% 55
2026
Q1 		$858K Sell
6,900
-4,074
-37% -$500K 0.17% 50
2025
Q4 		$1.22M Sell
10,974
-65
-0.6% -$6.98K 0.22% 40
2025
Q3 		$1.14M Buy
11,039
+3,040
+38% +$303K 0.21% 40
2025
Q2 		$782K Sell
7,999
-3,381
-30% -$322K 0.18% 40
2025
Q1 		$999K Buy
11,380
+804
+8% +$75.4K 0.23% 37
2024
Q4 		$956K Sell
10,576
-491
-4% -$42.6K 0.23% 35
2024
Q3 		$894K Buy
11,067
+156
+1% +$11.5K 0.22% 36
2024
Q2 		$739K Sell
10,911
-1,389
-11% -$87.5K 0.2% 36
2024
Q1 		$740K Buy
12,300
+600
+5% +$34.3K 0.21% 39
2023
Q4 		$615K Sell
11,700
-75
-0.6% -$3.97K 0.19% 40
2023
Q3 		$628K Buy
11,775
+24
+0.2% +$1.28K 0.21% 38
2023
Q2 		$616K Sell
11,751
-180
-2% -$9.08K 0.2% 42
2023
Q1 		$586K Buy
11,931
+402
+3% +$19.1K 0.21% 43
2022
Q4 		$545K Buy
11,529
+42
+0.4% +$2K 0.19% 41
2022
Q3 		$496K Buy
11,487
+1,239
+12% +$54.3K 0.19% 41
2022
Q2 		$415K Sell
10,248
-594
-5% -$27.4K 0.17% 47
2022
Q1 		$533K Buy
10,842
+132
+1% +$6.2K 0.17% 48
2021
Q4 		$514K Buy
+10,710
New +$511K 0.18% 52

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

Spinnaker Investment Group's WMT Position: Q2 2026 in Review

Spinnaker Investment Group increased its Walmart Inc (WMT) stake by 24% in Q2 2026, buying an estimated $207K and bringing the position to 8,568 shares worth $970K. The position accounts for 0.16% of the portfolio, ranked #55.

Spinnaker Investment Group first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Spinnaker Investment Group held 8,568 shares of Walmart Inc worth $970K as of Q2 2026.
  • Spinnaker Investment Group bought 1,668 Walmart Inc shares in Q2 2026, an estimated $207K.
  • Walmart Inc made up 0.16% of Spinnaker Investment Group's portfolio in Q2 2026, its #55 holding.
  • Spinnaker Investment Group first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Spinnaker Investment Group's Walmart Inc position peaked at $1.22M in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.