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Sterling Investment Advisors (Missouri)’s Walmart Inc WMT Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$968K Buy
8,549
+25
+0.3% +$3.1K 0.44% 24
2026
Q1 		$1.06M Buy
8,524
+13
+0.2% +$1.6K 0.51% 22
2025
Q4 		$948K Hold
8,511
– – 0.46% 23
2025
Q3 		$877K Sell
8,511
-444
-5% -$44.2K 0.43% 23
2025
Q2 		$849K Buy
8,955
+492
+6% +$46.9K 0.44% 21
2025
Q1 		$743K Sell
8,463
-867
-9% -$81.3K 0.42% 21
2024
Q4 		$843K Hold
9,330
– – 0.49% 20
2024
Q3 		$753K Buy
9,330
+25
+0.3% +$1.84K 0.42% 21
2024
Q2 		$630K Buy
9,305
+90
+1% +$5.67K 0.38% 21
2024
Q1 		$555K Buy
9,215
+35
+0.4% +$2K 0.33% 21
2023
Q4 		$483K Hold
9,180
– – 0.3% 22
2023
Q3 		$490K Buy
9,180
+30
+0.3% +$1.6K 0.31% 21
2023
Q2 		$479K Buy
9,150
+72
+0.8% +$3.63K 0.31% 20
2023
Q1 		$446K Buy
9,078
+36
+0.4% +$1.71K 0.29% 21
2022
Q4 		$427K Sell
9,042
-528
-6% -$25.1K 0.29% 21
2022
Q3 		$414K Buy
9,570
+39
+0.4% +$1.71K 0.31% 20
2022
Q2 		$386K Buy
9,531
+33
+0.3% +$1.52K 0.27% 21
2022
Q1 		$472K Buy
9,498
+3
+0% +$141 0.28% 20
2021
Q4 		$458K Hold
9,495
– – 0.26% 19
2021
Q3 		$441K Buy
9,495
+3
+0% +$145 0.26% 20
2021
Q2 		$446K Buy
9,492
+6
+0.1% +$279 0.27% 20
2021
Q1 		$429K Buy
9,486
+3
+0% +$139 0.27% 19
2020
Q4 		$456K Hold
9,483
– – 0.3% 19
2020
Q3 		$442K Buy
9,483
+3
+0% +$133 0.34% 19
2020
Q2 		$378K Buy
9,480
+9
+0.1% +$370 0.3% 21
2020
Q1 		$359K Buy
9,471
+3
+0% +$115 0.33% 23
2019
Q4 		$375K Hold
9,468
– – 0.29% 23
2019
Q3 		$375K Buy
9,468
+3
+0% +$113 0.3% 23
2019
Q2 		$349K Buy
9,465
+9
+0.1% +$310 0.28% 23
2019
Q1 		$307K Buy
9,456
+6
+0.1% +$195 0.25% 23
2018
Q4 		$293K Sell
9,450
-183
-2% -$5.87K 0.26% 23
2018
Q3 		$302K Buy
9,633
+3
+0% +$92 0.25% 23
2018
Q2 		$275K Buy
9,630
+9
+0.1% +$256 0.23% 23
2018
Q1 		$285K Sell
9,621
-1,164
-11% -$37.4K 0.24% 23
2017
Q4 		$355K Hold
10,785
– – 0.29% 23
2017
Q3 		$281K Buy
10,785
+246
+2% +$6.45K 0.24% 23
2017
Q2 		$266K Buy
10,539
+6
+0.1% +$152 0.24% 23
2017
Q1 		$253K Sell
10,533
-60
-0.6% -$1.38K 0.24% 23
2016
Q4 		$244K Sell
10,593
-63
-0.6% -$1.47K 0.25% 22
2016
Q3 		$256K Buy
10,656
+3
+0% +$73 0.26% 22
2016
Q2 		$259K Buy
10,653
+9
+0.1% +$208 0.27% 27
2016
Q1 		$243K Buy
10,644
+84
+0.8% +$1.84K 0.26% 26
2015
Q4 		$216K Buy
10,560
+60
+0.6% +$1.2K 0.23% 27
2015
Q3 		$227K Buy
10,500
+78
+0.7% +$1.79K 0.26% 27
2015
Q2 		$246K Buy
10,422
+129
+1% +$3.29K 0.26% 24
2015
Q1 		$282K Buy
10,293
+57
+0.6% +$1.62K 0.28% 24
2014
Q4 		$293K Buy
+10,236
New +$277K 0.3% 24

Other funds holding WMT

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

Sterling Investment Advisors (Missouri)'s WMT Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) increased its Walmart Inc (WMT) stake by 0.29% in Q2 2026, buying an estimated $3.1K and bringing the position to 8,549 shares worth $968K. The position accounts for 0.44% of the portfolio, ranked #24.

Sterling Investment Advisors (Missouri) first reported a position in WMT in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.06M in Q1 2026. 2,796 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 8,549 shares of Walmart Inc worth $968K as of Q2 2026.
  • Sterling Investment Advisors (Missouri) bought 25 Walmart Inc shares in Q2 2026, an estimated $3.1K.
  • Walmart Inc made up 0.44% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #24 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in Walmart Inc in Q4 2014 and has held it in 47 quarters since.
  • Sterling Investment Advisors (Missouri)'s Walmart Inc position peaked at $1.06M in Q1 2026.
  • 2,796 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.