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Split Rock Private Trading & Wealth Management’s Walmart Inc WMT Stock Holding History

Split Rock Private Trading & Wealth Management’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 		$416K Sell
3,670
-136
-4% -$16.9K 0.29% 30
2026
Q1 		$473K Sell
3,806
-1,100
-22% -$135K 0.37% 25
2025
Q4 		$547K Buy
+4,906
New +$527K 0.44% 21

Other funds holding WMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Split Rock Private Trading & Wealth Management's WMT Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management reduced its Walmart Inc (WMT) stake by 3.6% in Q2 2026, selling an estimated $16.9K and leaving 3,670 shares worth $416K. The position accounts for 0.29% of the portfolio, ranked #30.

Split Rock Private Trading & Wealth Management first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $547K in Q4 2025. 2,855 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 3,670 shares of Walmart Inc worth $416K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management sold 136 Walmart Inc shares in Q2 2026, an estimated $16.9K.
  • Walmart Inc made up 0.29% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Split Rock Private Trading & Wealth Management's Walmart Inc position peaked at $547K in Q4 2025.
  • 2,855 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.