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Summit Financial’s Walmart Inc WMT Stock Holding History

Summit Financial’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 		$32.4M Buy
286,143
+43,375
+18% +$5.38M 0.36% 51
2026
Q1 		$30.2M Sell
242,768
-16,615
-6% -$2.04M 0.39% 47
2025
Q4 		$29M Sell
259,383
-10,511
-4% -$1.13M 0.43% 42
2025
Q3 		$27.8M Buy
269,894
+21,101
+8% +$2.1M 0.42% 38
2025
Q2 		$24.3M Buy
248,793
+27,483
+12% +$2.62M 0.55% 30
2025
Q1 		$19.4M Buy
221,310
+28,230
+15% +$2.65M 0.54% 35
2024
Q4 		$17.5M Buy
193,080
+9,517
+5% +$826K 0.61% 25
2024
Q3 		$14.8M Buy
183,563
+27,292
+17% +$2M 0.58% 28
2024
Q2 		$10.6M Buy
156,271
+41,358
+36% +$2.6M 0.48% 33
2024
Q1 		$6.94M Buy
114,913
+4,582
+4% +$262K 0.41% 33
2023
Q4 		$5.82M Buy
110,331
+52,665
+91% +$2.79M 0.38% 34
2023
Q3 		$3.07M Buy
57,666
+37,254
+183% +$1.98M 0.23% 66
2023
Q2 		$1.07M Buy
20,412
+12,885
+171% +$650K 0.08% 145
2023
Q1 		$371K Buy
7,527
+237
+3% +$11.2K 0.03% 198
2022
Q4 		$345K Sell
7,290
-2,793
-28% -$133K 0.03% 200
2022
Q3 		$436K Buy
10,083
+1,548
+18% +$67.8K 0.04% 182
2022
Q2 		$346K Buy
8,535
+63
+0.7% +$2.9K 0.03% 186
2022
Q1 		$422K Sell
8,472
-123
-1% -$5.77K 0.03% 197
2021
Q4 		$416K Buy
8,595
+654
+8% +$31.2K 0.03% 182
2021
Q3 		$369K Buy
7,941
+951
+14% +$45.8K 0.03% 171
2021
Q2 		$329K Buy
+6,990
New +$326K 0.03% 121

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 $3.37T AUM 44.26% 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

Summit Financial's WMT Position: Q2 2026 in Review

Summit Financial increased its Walmart Inc (WMT) stake by 18% in Q2 2026, buying an estimated $5.38M and bringing the position to 286,143 shares worth $32.4M. The position accounts for 0.36% of the portfolio, ranked #51.

Summit Financial first reported a position in WMT in Q2 2021 and has held it in 21 quarters since. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Summit Financial held 286,143 shares of Walmart Inc worth $32.4M as of Q2 2026.
  • Summit Financial bought 43,375 Walmart Inc shares in Q2 2026, an estimated $5.38M.
  • Walmart Inc made up 0.36% of Summit Financial's portfolio in Q2 2026, its #51 holding.
  • Summit Financial first reported a position in Walmart Inc in Q2 2021 and has held it in 21 quarters since.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.