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

Sterling Investment Advisors (Pennsylvania)’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 		$5.3M Sell
46,760
-2,593
-5% -$322K 0.88% 32
2026
Q1 		$6.13M Sell
49,353
-24
-0% -$2.95K 1.11% 27
2025
Q4 		$5.5M Buy
49,377
+802
+2% +$86.1K 1.01% 26
2025
Q3 		$5.01M Buy
48,575
+606
+1% +$60.3K 0.97% 25
2025
Q2 		$4.69M Sell
47,969
-892
-2% -$85K 1.03% 27
2025
Q1 		$4.29M Buy
48,861
+516
+1% +$48.4K 1.03% 29
2024
Q4 		$4.37M Sell
48,345
-1,663
-3% -$144K 1.06% 27
2024
Q3 		$4.04M Sell
50,008
-669
-1% -$49.1K 1.02% 30
2024
Q2 		$3.43M Sell
50,677
-202
-0.4% -$12.7K 0.93% 33
2024
Q1 		$3.06M Buy
50,879
+1,436
+3% +$82.2K 0.86% 39
2023
Q4 		$2.6M Buy
49,443
+1,830
+4% +$96.8K 0.81% 44
2023
Q3 		$2.54M Sell
47,613
-1,191
-2% -$63.4K 0.89% 39
2023
Q2 		$2.56M Sell
48,804
-117
-0.2% -$5.9K 0.85% 37
2023
Q1 		$2.4M Sell
48,921
-243
-0.5% -$11.5K 0.81% 42
2022
Q4 		$2.32M Sell
49,164
-213
-0.4% -$10.1K 0.83% 42
2022
Q3 		$2.13M Buy
49,377
+9
+0% +$394 0.8% 47
2022
Q2 		$2M Sell
49,368
-1,188
-2% -$54.8K 0.69% 50
2022
Q1 		$2.51M Sell
50,556
-570
-1% -$26.8K 0.71% 50
2021
Q4 		$2.47M Buy
51,126
+2,100
+4% +$100K 0.69% 48
2021
Q3 		$2.28M Buy
49,026
+618
+1% +$29.8K 0.68% 49
2021
Q2 		$2.28M Buy
48,408
+186
+0.4% +$8.66K 0.67% 50
2021
Q1 		$2.18M Buy
48,222
+3,414
+8% +$158K 0.7% 43
2020
Q4 		$2.15M Sell
44,808
-375
-0.8% -$18.2K 0.73% 41
2020
Q3 		$2.11M Sell
45,183
-663
-1% -$29.5K 0.81% 35
2020
Q2 		$1.83M Buy
45,846
+27
+0.1% +$1.11K 0.76% 38
2020
Q1 		$1.74M Buy
45,819
+12
+0% +$462 0.92% 30
2019
Q4 		$1.81M Buy
45,807
+297
+0.7% +$11.8K 0.83% 38
2019
Q3 		$1.8M Buy
45,510
+15
+0% +$566 0.92% 37
2019
Q2 		$1.68M Sell
45,495
-3,135
-6% -$108K 0.86% 38
2019
Q1 		$1.58M Buy
48,630
+135
+0.3% +$4.38K 0.81% 42
2018
Q4 		$1.5M Sell
48,495
-1,206
-2% -$38.7K 0.89% 38
2018
Q3 		$1.56M Buy
49,701
+1,614
+3% +$49.4K 0.82% 40
2018
Q2 		$1.37M Buy
48,087
+2,700
+6% +$76.8K 0.81% 44
2018
Q1 		$1.35M Sell
45,387
-408
-0.9% -$13.1K 0.83% 41
2017
Q4 		$1.51M Buy
45,795
+43,362
+1,782% +$1.33M 0.93% 35
2017
Q3 		$63K Hold
2,433
– – 0.04% 160
2017
Q2 		$61K Hold
2,433
– – 0.04% 166
2017
Q1 		$58K Buy
2,433
+1,038
+74% +$23.9K 0.04% 163
2016
Q4 		$32K Buy
+1,395
New +$32.6K 0.03% 180

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

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

Sterling Investment Advisors (Pennsylvania) reduced its Walmart Inc (WMT) stake by 5.3% in Q2 2026, selling an estimated $322K and leaving 46,760 shares worth $5.3M. The position accounts for 0.88% of the portfolio, ranked #32.

Sterling Investment Advisors (Pennsylvania) first reported a position in WMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.13M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 46,760 shares of Walmart Inc worth $5.3M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 2,593 Walmart Inc shares in Q2 2026, an estimated $322K.
  • Walmart Inc made up 0.88% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #32 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Walmart Inc in Q4 2016 and has held it in 39 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Walmart Inc position peaked at $6.13M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.