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Summit Global Investments’s Walmart Inc WMT Stock Holding History

Summit Global Investments’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
Q1 		$937K Sell
7,543
-49
-0.6% -$6.02K 0.06% 207
2025
Q4 		$846K Sell
7,592
-60,204
-89% -$6.46M 0.05% 230
2025
Q3 		$6.99M Sell
67,796
-14,999
-18% -$1.49M 0.41% 37
2025
Q2 		$8.1M Buy
82,795
+39,355
+91% +$3.75M 0.48% 33
2025
Q1 		$3.81M Sell
43,440
-22,361
-34% -$2.1M 0.28% 59
2024
Q4 		$5.95M Sell
65,801
-5,138
-7% -$446K 0.37% 63
2024
Q3 		$5.73M Sell
70,939
-39,299
-36% -$2.89M 0.37% 59
2024
Q2 		$7.46M Sell
110,238
-1,257
-1% -$79.2K 0.5% 43
2024
Q1 		$6.71M Buy
111,495
+34,146
+44% +$1.95M 0.5% 47
2023
Q4 		$4.07M Sell
77,349
-70,197
-48% -$3.71M 0.27% 83
2023
Q3 		$7.87M Buy
147,546
+8,718
+6% +$464K 0.52% 46
2023
Q2 		$7.27M Buy
138,828
+43,419
+46% +$2.19M 0.48% 55
2023
Q1 		$4.69M Sell
95,409
-31,026
-25% -$1.47M 0.36% 76
2022
Q4 		$5.98M Buy
126,435
+56,271
+80% +$2.67M 0.5% 58
2022
Q3 		$3.03M Sell
70,164
-285,915
-80% -$12.5M 0.28% 102
2022
Q2 		$14.4M Sell
356,079
-131,814
-27% -$6.08M 1.27% 17
2022
Q1 		$24.2M Sell
487,893
-160,839
-25% -$7.55M 1.79% 4
2021
Q4 		$31.3M Buy
648,732
+44,007
+7% +$2.1M 2.01% 7
2021
Q3 		$28.1M Buy
604,725
+29,970
+5% +$1.44M 2.11% 8
2021
Q2 		$26.9M Buy
574,755
+124,677
+28% +$5.81M 1.61% 9
2021
Q1 		$20.4M Sell
450,078
-294,504
-40% -$13.6M 1.31% 12
2020
Q4 		$35.7M Buy
744,582
+31,392
+4% +$1.52M 3.57% 2
2020
Q3 		$33.3M Buy
713,190
+43,596
+7% +$1.94M 3.44% 3
2020
Q2 		$26.7M Buy
669,594
+39,144
+6% +$1.61M 3.08% 4
2020
Q1 		$23.9M Buy
630,450
+57,459
+10% +$2.21M 3.48% 1
2019
Q4 		$22.7M Buy
572,991
+3,582
+0.6% +$142K 2.46% 1
2019
Q3 		$22.5M Sell
569,409
-10,446
-2% -$394K 2.62% 1
2019
Q2 		$21.4M Sell
579,855
-56,520
-9% -$1.95M 2.69% 1
2019
Q1 		$20.7M Sell
636,375
-78
-0% -$2.53K 2.64% 2
2018
Q4 		$19.8M Sell
636,453
-117,675
-16% -$3.77M 3.06% 1
2018
Q3 		$23.6M Buy
754,128
+11,769
+2% +$360K 3.17% 1
2018
Q2 		$21.2M Buy
742,359
+59,721
+9% +$1.7M 3.2% 1
2018
Q1 		$20.2M Buy
682,638
+29,316
+4% +$943K 3.22% 1
2017
Q4 		$21.5M Buy
653,322
+57,480
+10% +$1.76M 3.33% 1
2017
Q3 		$15.5M Buy
595,842
+312,972
+111% +$8.21M 2.43% 2
2017
Q2 		$7.14M Sell
282,870
-33,066
-10% -$839K 2.14% 1
2017
Q1 		$7.59M Buy
315,936
+89,679
+40% +$2.06M 2.47% 1
2016
Q4 		$5.21M Buy
+226,257
New +$5.28M 1.89% 11

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Global Investments's WMT Position: Q1 2026 in Review

Summit Global Investments reduced its Walmart Inc (WMT) stake by 0.65% in Q1 2026, selling an estimated $6.02K and leaving 7,543 shares worth $937K. The position accounts for 0.06% of the portfolio, ranked #207.

Summit Global Investments first reported a position in WMT in Q4 2016 and has held it in 38 quarters since. The position peaked at $35.7M in Q4 2020. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Summit Global Investments held 7,543 shares of Walmart Inc worth $937K as of Q1 2026.
  • Summit Global Investments sold 49 Walmart Inc shares in Q1 2026, an estimated $6.02K.
  • Walmart Inc made up 0.06% of Summit Global Investments's portfolio in Q1 2026, its #207 holding.
  • Summit Global Investments first reported a position in Walmart Inc in Q4 2016 and has held it in 38 quarters since.
  • Summit Global Investments's Walmart Inc position peaked at $35.7M in Q4 2020.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.