SL
WMT icon

Summitry LLC’s Walmart Inc WMT Stock Holding History

Summitry LLC’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 		$1.41M Buy
12,415
+893
+8% +$111K 0.05% 81
2026
Q1 		$1.43M Buy
11,522
+3,223
+39% +$396K 0.05% 77
2025
Q4 		$925K Buy
8,299
+722
+10% +$77.5K 0.04% 74
2025
Q3 		$781K Buy
7,577
+1,110
+17% +$111K 0.03% 71
2025
Q2 		$632K Buy
6,467
+782
+14% +$74.5K 0.03% 80
2025
Q1 		$499K Buy
5,685
+135
+2% +$12.7K 0.03% 80
2024
Q4 		$501K Sell
5,550
-275
-5% -$23.9K 0.02% 75
2024
Q3 		$470K Buy
5,825
+300
+5% +$22K 0.02% 83
2024
Q2 		$374K Sell
5,525
-613
-10% -$38.6K 0.02% 79
2024
Q1 		$369K Buy
6,138
+384
+7% +$22K 0.02% 77
2023
Q4 		$302K Buy
5,754
+72
+1% +$3.81K 0.02% 82
2023
Q3 		$303K Hold
5,682
– – 0.02% 78
2023
Q2 		$298K Hold
5,682
– – 0.02% 80
2023
Q1 		$279K Hold
5,682
– – 0.02% 80
2022
Q4 		$269K Buy
+5,682
New +$270K 0.02% 85
2022
Q2 		– Sell
-4,314
Closed -$214K – 91
2022
Q1 		$214K Buy
4,314
+126
+3% +$5.92K 0.01% 87
2021
Q4 		$202K Buy
+4,188
New +$200K 0.01% 88
2015
Q2 		– Sell
-8,100
Closed -$222K – 68
2015
Q1 		$222K Hold
8,100
– – 0.03% 64
2014
Q4 		$232K Sell
8,100
-156
-2% -$4.21K 0.03% 65
2014
Q3 		$210K Buy
8,256
+156
+2% +$3.94K 0.03% 64
2014
Q2 		$203K Hold
8,100
– – 0.03% 67
2014
Q1 		$206K Sell
8,100
-615
-7% -$15.4K 0.03% 69
2013
Q4 		$229K Buy
8,715
+225
+3% +$5.81K 0.03% 71
2013
Q3 		$209K Sell
8,490
-360
-4% -$9.07K 0.03% 66
2013
Q2 		$220K Buy
+8,850
New +$227K 0.03% 63

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

Summitry LLC's WMT Position: Q2 2026 in Review

Summitry LLC increased its Walmart Inc (WMT) stake by 7.8% in Q2 2026, buying an estimated $111K and bringing the position to 12,415 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #81.

Summitry LLC first reported a position in WMT in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.43M in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Summitry LLC held 12,415 shares of Walmart Inc worth $1.41M as of Q2 2026.
  • Summitry LLC bought 893 Walmart Inc shares in Q2 2026, an estimated $111K.
  • Walmart Inc made up 0.05% of Summitry LLC's portfolio in Q2 2026, its #81 holding.
  • Summitry LLC first reported a position in Walmart Inc in Q2 2013 and has held it in 25 quarters since.
  • Summitry LLC's Walmart Inc position peaked at $1.43M in Q1 2026.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.