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Summit Securities Group’s Walmart Inc WMT Stock Holding History

Summit Securities Group’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
2022
Q3 		– Sell
-600
Closed -$24K – 1195
2022
Q2 		$24K Buy
+600
New +$27.7K ﹤0.01% 735
2021
Q1 		– Sell
-1,800
Closed -$8.65M – 801
2020
Q4 		$8.65M Buy
+1,800
New +$87.4K 0.73% 20
2019
Q3 		– Sell
-150
Closed -$552K – 427
2019
Q2 		$552K Buy
+150
New +$5.17K 0.06% 196
2018
Q3 		– Sell
-1,050
Closed -$3M – 276
2018
Q2 		$3M Sell
1,050
-192
-15% -$5.46K 0.43% 38
2018
Q1 		$3.68M Buy
+1,242
New +$39.9K 0.9% 24
2017
Q4 		– Sell
-147
Closed -$383K – 266
2017
Q3 		$383K Sell
147
-909
-86% -$23.8K 0.07% 130
2017
Q2 		$2.66M Buy
+1,056
New +$26.8K 0.48% 21

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 Securities Group's WMT Position: Q1 2026 in Review

Summit Securities Group sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 124,255 shares — an estimated $13.8M sold.

Summit Securities Group first reported a position in WMT in Q2 2013 and held it in 41 quarters. The position peaked at $13.8M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Summit Securities Group reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 124,255 Walmart Inc shares in Q1 2026, an estimated $13.8M.
  • Summit Securities Group first reported a position in Walmart Inc in Q2 2013 and held it in 41 quarters.
  • Summit Securities Group's Walmart Inc position peaked at $13.8M in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.