Summit Financial Strategies’s Walmart Inc WMT Stock Holding History

Summit Financial Strategies’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	$9.27M	Sell	81,857 -552	-0.7%	-$68.5K	0.65%	20
2026 Q1	$10.2M	Sell	82,409 -1,250	-1%	-$153K	0.81%	19
2025 Q4	$9.32M	Sell	83,659 -26	-0%	-$2.79K	0.77%	20
2025 Q3	$8.62M	Sell	83,685 -692	-0.8%	-$68.9K	0.74%	21
2025 Q2	$8.25M	Sell	84,377 -163	-0.2%	-$15.5K	0.76%	20
2025 Q1	$7.42M	Sell	84,540 -270	-0.3%	-$25.3K	0.75%	20
2024 Q4	$7.66M	Sell	84,810 -711	-0.8%	-$61.7K	0.85%	19
2024 Q3	$6.91M	Sell	85,521 -1,628	-2%	-$120K	0.78%	18
2024 Q2	$5.9M	Sell	87,149 -794	-0.9%	-$50K	0.73%	19
2024 Q1	$5.29M	Sell	87,943 -851	-1%	-$48.7K	0.74%	19
2023 Q4	$4.67M	Sell	88,794 -1,173	-1%	-$62.1K	0.71%	21
2023 Q3	$4.8M	Sell	89,967 -930	-1%	-$49.5K	0.91%	15
2023 Q2	$4.76M	Buy	90,897 +67,236	+284%	+$3.39M	0.89%	15
2023 Q1	$1.16M	Sell	23,661 -2,058	-8%	-$97.7K	0.23%	36
2022 Q4	$1.22M	Sell	25,719 -1,014	-4%	-$48.2K	0.26%	33
2022 Q3	$1.16M	Sell	26,733 -1,164	-4%	-$51K	0.27%	30
2022 Q2	$1.13M	Sell	27,897 -975	-3%	-$45K	0.26%	31
2022 Q1	$1.43M	Sell	28,872 -792	-3%	-$37.2K	0.29%	26
2021 Q4	$1.43M	Sell	29,664 -1,011	-3%	-$48.3K	0.28%	29
2021 Q3	$1.43M	Sell	30,675 -822	-3%	-$39.6K	0.27%	27
2021 Q2	$1.48M	Buy	+31,497	New	+$1.47M	0.29%	27
2021 Q1	–	Sell	-31,290	Closed	-$1.5M	–	87
2020 Q4	$1.5M	Buy	31,290 +198	+0.6%	+$9.62K	0.52%	20
2020 Q3	$1.45M	Hold	31,092	–	–	0.59%	20
2020 Q2	$1.24M	Hold	31,092	–	–	0.55%	19
2020 Q1	$1.18M	Buy	+31,092	New	+$1.2M	0.64%	17
2019 Q4	–	Sell	-18,291	Closed	-$724K	–	66
2019 Q3	$724K	Sell	18,291 -453	-2%	-$17.1K	0.35%	20
2019 Q2	$690K	Sell	18,744 -4,557	-20%	-$157K	0.34%	19
2019 Q1	$758K	Buy	23,301 +7,008	+43%	+$227K	0.38%	20
2018 Q4	$506K	Hold	16,293	–	–	0.28%	29
2018 Q3	$510K	Buy	16,293 +483	+3%	+$14.8K	0.23%	25
2018 Q2	$451K	Buy	+15,810	New	+$449K	0.22%	25

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

Summit Financial Strategies's WMT Position: Q2 2026 in Review

Summit Financial Strategies reduced its Walmart Inc (WMT) stake by 0.67% in Q2 2026, selling an estimated $68.5K and leaving 81,857 shares worth $9.27M. The position accounts for 0.65% of the portfolio, ranked #20.

Summit Financial Strategies first reported a position in WMT in Q2 2018 and has held it in 31 quarters since. The position peaked at $10.2M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Summit Financial Strategies held 81,857 shares of Walmart Inc worth $9.27M as of Q2 2026.
Summit Financial Strategies sold 552 Walmart Inc shares in Q2 2026, an estimated $68.5K.
Walmart Inc made up 0.65% of Summit Financial Strategies's portfolio in Q2 2026, its #20 holding.
Summit Financial Strategies first reported a position in Walmart Inc in Q2 2018 and has held it in 31 quarters since.
Summit Financial Strategies's Walmart Inc position peaked at $10.2M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.