SummitTX Capital’s Walmart Inc WMT Stock Holding History

SummitTX Capital’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	$20M	Buy	176,720 +130,095	+279%	+$16.2M	0.52%	24
2026 Q1	$5.79M	Sell	46,625 -212,038	-82%	-$26M	0.18%	138
2025 Q4	$28.8M	Buy	258,663 +162,126	+168%	+$17.4M	0.87%	8
2025 Q3	$9.95M	Buy	96,537 +42,324	+78%	+$4.21M	0.41%	52
2025 Q2	$5.3M	Buy	54,213 +41,309	+320%	+$3.94M	0.23%	109
2025 Q1	$1.13M	Buy	+12,904	New	+$1.21M	0.05%	376

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SummitTX Capital's WMT Position: Q2 2026 in Review

SummitTX Capital increased its Walmart Inc (WMT) stake by 279% in Q2 2026, buying an estimated $16.2M and bringing the position to 176,720 shares worth $20M. The position accounts for 0.52% of the portfolio, ranked #24.

SummitTX Capital first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.8M in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

SummitTX Capital held 176,720 shares of Walmart Inc worth $20M as of Q2 2026.
SummitTX Capital bought 130,095 Walmart Inc shares in Q2 2026, an estimated $16.2M.
Walmart Inc made up 0.52% of SummitTX Capital's portfolio in Q2 2026, its #24 holding.
SummitTX Capital first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
SummitTX Capital's Walmart Inc position peaked at $28.8M in Q4 2025.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.