Stegent Equity Advisors’s Walmart Inc WMT Stock Holding History

Stegent Equity 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	$571K	Sell	5,039 -3,139	-38%	-$390K	0.41%	61
2026 Q1	$1.02M	Buy	8,178 +2,972	+57%	+$365K	0.87%	38
2025 Q4	$580K	Buy	5,206 +179	+4%	+$19.2K	0.45%	60
2025 Q3	$518K	Hold	5,027	–	–	0.42%	63
2025 Q2	$492K	Buy	+5,027	New	+$479K	0.44%	68
2022 Q1	–	Sell	-5,571	Closed	-$270K	–	113
2021 Q4	$270K	Buy	+5,571	New	+$266K	0.22%	91

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stegent Equity Advisors's WMT Position: Q2 2026 in Review

Stegent Equity Advisors reduced its Walmart Inc (WMT) stake by 38% in Q2 2026, selling an estimated $390K and leaving 5,039 shares worth $571K. The position accounts for 0.41% of the portfolio, ranked #61.

Stegent Equity Advisors first reported a position in WMT in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.02M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Stegent Equity Advisors held 5,039 shares of Walmart Inc worth $571K as of Q2 2026.
Stegent Equity Advisors sold 3,139 Walmart Inc shares in Q2 2026, an estimated $390K.
Walmart Inc made up 0.41% of Stegent Equity Advisors's portfolio in Q2 2026, its #61 holding.
Stegent Equity Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 6 quarters since.
Stegent Equity Advisors's Walmart Inc position peaked at $1.02M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.