Suncoast Equity Management’s Walmart Inc WMT Stock Holding History

Suncoast Equity Management’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	–	Sell	-5,557	Closed	-$691K	–	100
2026 Q1	$691K	Buy	5,557 +155	+3%	+$19K	0.08%	62
2025 Q4	$602K	Sell	5,402 -150	-3%	-$16.1K	0.06%	64
2025 Q3	$572K	Buy	5,552 +938	+20%	+$93.4K	0.06%	66
2025 Q2	$451K	Buy	4,614 +3	+0.1%	+$286	0.05%	64
2025 Q1	$405K	Buy	4,611 +1,382	+43%	+$130K	0.05%	63
2024 Q4	$292K	Buy	+3,229	New	+$280K	0.03%	68

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

Suncoast Equity Management's WMT Position: Q2 2026 in Review

Suncoast Equity Management sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 5,557 shares — an estimated $691K sold.

Suncoast Equity Management first reported a position in WMT in Q4 2024 and held it in 6 quarters. The position peaked at $691K in Q1 2026. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Suncoast Equity Management reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Suncoast Equity Management sold 5,557 Walmart Inc shares in Q2 2026, an estimated $691K.
Suncoast Equity Management first reported a position in Walmart Inc in Q4 2024 and held it in 6 quarters.
Suncoast Equity Management's Walmart Inc position peaked at $691K in Q1 2026.
4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.