SC
WMT icon

Summa Corp’s Walmart Inc WMT Stock Holding History

Summa Corp’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 		$1.65M Sell
14,537
-76
-0.5% -$9.44K 0.52% 21
2026
Q1 		$1.82M Sell
14,613
-1,238
-8% -$152K 0.75% 20
2025
Q4 		$1.77M Buy
15,851
+280
+2% +$30.1K 0.76% 16
2025
Q3 		$1.6M Buy
15,571
+251
+2% +$25K 0.71% 17
2025
Q2 		$1.5M Sell
15,320
-742
-5% -$70.7K 0.78% 16
2025
Q1 		$1.41M Buy
16,062
+450
+3% +$42.2K 0.82% 15
2024
Q4 		$1.41M Sell
15,612
-1,000
-6% -$86.8K 0.69% 16
2024
Q3 		$1.34M Hold
16,612
– – 0.64% 17
2024
Q2 		$1.12M Buy
16,612
+75
+0.5% +$4.72K 0.55% 17
2024
Q1 		$995K Buy
16,537
+19
+0.1% +$1.09K 0.54% 17
2023
Q4 		$868K Buy
+16,518
New +$874K 0.61% 21

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summa Corp's WMT Position: Q2 2026 in Review

Summa Corp reduced its Walmart Inc (WMT) stake by 0.52% in Q2 2026, selling an estimated $9.44K and leaving 14,537 shares worth $1.65M. The position accounts for 0.52% of the portfolio, ranked #21.

Summa Corp first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Summa Corp held 14,537 shares of Walmart Inc worth $1.65M as of Q2 2026.
  • Summa Corp sold 76 Walmart Inc shares in Q2 2026, an estimated $9.44K.
  • Walmart Inc made up 0.52% of Summa Corp's portfolio in Q2 2026, its #21 holding.
  • Summa Corp first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Summa Corp's Walmart Inc position peaked at $1.82M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.