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Sterling Investment Management’s Walmart Inc WMT Stock Holding History

Sterling Investment 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 		– Sell
-30,541
Closed -$3.8M – 72
2026
Q1 		$3.8M Sell
30,541
-666
-2% -$81.8K 2.28% 15
2025
Q4 		$3.48M Sell
31,207
-474
-1% -$50.9K 1.97% 15
2025
Q3 		$3.27M Buy
31,681
+837
+3% +$83.3K 1.96% 17
2025
Q2 		$3.02M Sell
30,844
-119
-0.4% -$11.3K 2% 19
2025
Q1 		$2.72M Sell
30,963
-774
-2% -$72.6K 1.94% 19
2024
Q4 		$2.87M Sell
31,737
-440
-1% -$38.2K 2.25% 13
2024
Q3 		$2.6M Sell
32,177
-2,026
-6% -$149K 1.97% 17
2024
Q2 		$2.32M Sell
34,203
-2,403
-7% -$151K 1.76% 21
2024
Q1 		$2.2M Sell
36,606
-222
-0.6% -$12.7K 1.55% 21
2023
Q4 		$1.94M Sell
36,828
-237
-0.6% -$12.5K 1.42% 24
2023
Q3 		$1.98M Sell
37,065
-540
-1% -$28.7K 1.76% 22
2023
Q2 		$1.97M Sell
37,605
-525
-1% -$26.5K 1.56% 19
2023
Q1 		$1.87M Sell
38,130
-552
-1% -$26.2K 1.49% 20
2022
Q4 		$1.83M Sell
38,682
-2,484
-6% -$118K 1.47% 21
2022
Q3 		$1.78M Buy
41,166
+8,226
+25% +$360K 1.5% 20
2022
Q2 		$1.33M Sell
32,940
-3,048
-8% -$141K 1.11% 27
2022
Q1 		$1.79M Sell
35,988
-8,643
-19% -$406K 1.26% 22
2021
Q4 		$2.15M Sell
44,631
-672
-1% -$32.1K 1.34% 22
2021
Q3 		$2.1M Buy
45,303
+2,961
+7% +$143K 1.34% 24
2021
Q2 		$1.99M Sell
42,342
-6,153
-13% -$287K 1.3% 25
2021
Q1 		$2.2M Sell
48,495
-2,613
-5% -$121K 1.5% 24
2020
Q4 		$2.46M Buy
51,108
+579
+1% +$28.1K 1.74% 20
2020
Q3 		$2.36M Sell
50,529
-10,839
-18% -$482K 1.76% 19
2020
Q2 		$2.45M Sell
61,368
-15,261
-20% -$628K 1.9% 16
2020
Q1 		$2.9M Sell
76,629
-1,857
-2% -$71.4K 2.53% 13
2019
Q4 		$3.11M Sell
78,486
-441
-0.6% -$17.5K 2.06% 13
2019
Q3 		$3.12M Buy
78,927
+15,420
+24% +$582K 2.28% 12
2019
Q2 		$2.34M Sell
63,507
-1,845
-3% -$63.6K 1.81% 19
2019
Q1 		$2.13M Sell
65,352
-5,058
-7% -$164K 1.65% 21
2018
Q4 		$2.19M Sell
70,410
-2,244
-3% -$71.9K 1.83% 18
2018
Q3 		$2.27M Sell
72,654
-663
-0.9% -$20.3K 1.65% 18
2018
Q2 		$2.09M Buy
73,317
+3,888
+6% +$111K 1.62% 22
2018
Q1 		$2.06M Buy
69,429
+6,558
+10% +$211K 1.66% 19
2017
Q4 		$2.07M Buy
62,871
+4,569
+8% +$140K 2.21% 19
2017
Q3 		$1.52M Sell
58,302
-3,096
-5% -$81.2K 2.06% 21
2017
Q2 		$1.55M Sell
61,398
-486
-0.8% -$12.3K 2.05% 22
2017
Q1 		$1.49M Sell
61,884
-3,342
-5% -$76.9K 2.08% 22
2016
Q4 		$1.5M Sell
65,226
-2,154
-3% -$50.3K 2.15% 20
2016
Q3 		$1.62M Sell
67,380
-702
-1% -$17K 2.37% 18
2016
Q2 		$1.66M Sell
68,082
-2,235
-3% -$51.7K 2.27% 19
2016
Q1 		$1.6M Sell
70,317
-29,490
-30% -$647K 2.18% 19
2015
Q4 		$2.04M Sell
99,807
-16,530
-14% -$332K 1.77% 26
2015
Q3 		$2.51M Sell
116,337
-1,431
-1% -$32.8K 1.98% 22
2015
Q2 		$2.78M Sell
117,768
-5,649
-5% -$144K 2.1% 19
2015
Q1 		$3.38M Sell
123,417
-10,395
-8% -$295K 2.39% 12
2014
Q4 		$3.83M Sell
133,812
-3,810
-3% -$103K 2.64% 10
2014
Q3 		$3.51M Sell
137,622
-420
-0.3% -$10.6K 2.45% 12
2014
Q2 		$3.45M Buy
138,042
+14,940
+12% +$384K 2.43% 12
2014
Q1 		$3.14M Hold
123,102
– – 2.3% 14
2013
Q4 		$3.23M Sell
123,102
-1,605
-1% -$41.4K 2.32% 13
2013
Q3 		$3.07M Sell
124,707
-1,680
-1% -$42.4K 2.15% 16
2013
Q2 		$3.14M Buy
+126,387
New +$3.24M 2.23% 16

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sterling Investment Management's WMT Position: Q2 2026 in Review

Sterling Investment Management sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 30,541 shares — an estimated $3.8M sold.

Sterling Investment Management first reported a position in WMT in Q2 2013 and held it in 52 quarters. The position peaked at $3.83M in Q4 2014. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sterling Investment Management reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Sterling Investment Management sold 30,541 Walmart Inc shares in Q2 2026, an estimated $3.8M.
  • Sterling Investment Management first reported a position in Walmart Inc in Q2 2013 and held it in 52 quarters.
  • Sterling Investment Management's Walmart Inc position peaked at $3.83M in Q4 2014.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.