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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
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
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

SummitTX Capital's WMT Position: Q1 2026 in Review

SummitTX Capital reduced its Walmart Inc (WMT) stake by 82% in Q1 2026, selling an estimated $26M and leaving 46,625 shares worth $5.79M. The position accounts for 0.18% of the portfolio, ranked #138.

SummitTX Capital first reported a position in WMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $28.8M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • SummitTX Capital held 46,625 shares of Walmart Inc worth $5.79M as of Q1 2026.
  • SummitTX Capital sold 212,038 Walmart Inc shares in Q1 2026, an estimated $26M.
  • Walmart Inc made up 0.18% of SummitTX Capital's portfolio in Q1 2026, its #138 holding.
  • SummitTX Capital first reported a position in Walmart Inc in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Walmart Inc position peaked at $28.8M in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.