Summit Financial Strategies’s Walmart Inc WMT Stock Holding History
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
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. 4,416 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.
- 4,416 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.