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Summit Place Financial Advisors’s Walmart Inc WMT Stock Holding History

Summit Place Financial Advisors’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 		$4.41M Sell
38,964
-561
-1% -$69.6K 1.93% 12
2026
Q1 		$4.91M Sell
39,525
-2,677
-6% -$329K 2.36% 6
2025
Q4 		$4.7M Sell
42,202
-1,475
-3% -$158K 2.28% 9
2025
Q3 		$4.5M Buy
43,677
+55
+0.1% +$5.47K 2.12% 10
2025
Q2 		$4.27M Buy
43,622
+274
+0.6% +$26.1K 2.15% 11
2025
Q1 		$3.81M Sell
43,348
-1,575
-4% -$148K 2.15% 9
2024
Q4 		$4.06M Sell
44,923
-3,240
-7% -$281K 2.31% 7
2024
Q3 		$3.89M Sell
48,163
-4,480
-9% -$329K 2.17% 9
2024
Q2 		$3.56M Sell
52,643
-55
-0.1% -$3.46K 2.11% 12
2024
Q1 		$3.17M Sell
52,698
-2,142
-4% -$123K 1.86% 18
2023
Q4 		$2.88M Buy
54,840
+3,894
+8% +$206K 1.88% 21
2023
Q3 		$2.72M Sell
50,946
-3,297
-6% -$175K 1.93% 10
2023
Q2 		$2.84M Sell
54,243
-753
-1% -$38K 1.84% 11
2023
Q1 		$2.7M Buy
54,996
+3,750
+7% +$178K 1.92% 15
2022
Q4 		$2.42M Buy
51,246
+6,936
+16% +$329K 1.99% 14
2022
Q3 		$1.92M Buy
44,310
+300
+0.7% +$13.1K 1.78% 21
2022
Q2 		$1.78M Buy
44,010
+6,870
+18% +$317K 1.5% 20
2022
Q1 		$1.84M Buy
+37,140
New +$1.74M 1.24% 36

Other funds holding WMT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Place Financial Advisors's WMT Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its Walmart Inc (WMT) stake by 1.4% in Q2 2026, selling an estimated $69.6K and leaving 38,964 shares worth $4.41M. The position accounts for 1.93% of the portfolio, ranked #12.

Summit Place Financial Advisors first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.91M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Summit Place Financial Advisors held 38,964 shares of Walmart Inc worth $4.41M as of Q2 2026.
  • Summit Place Financial Advisors sold 561 Walmart Inc shares in Q2 2026, an estimated $69.6K.
  • Walmart Inc made up 1.93% of Summit Place Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Summit Place Financial Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
  • Summit Place Financial Advisors's Walmart Inc position peaked at $4.91M in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.