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Sustainable Insight Capital Management’s Walmart Inc WMT Stock Holding History

Sustainable Insight Capital 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 		$1.39M Sell
12,291
-10,600
-46% -$1.32M 0.6% 30
2026
Q1 		$2.84M Buy
22,891
+10,000
+78% +$1.23M 0.96% 26
2025
Q4 		$1.44M Sell
12,891
-5,200
-29% -$558K 0.48% 39
2025
Q3 		$1.86M Buy
18,091
+6,800
+60% +$677K 0.59% 32
2025
Q2 		$1.1M Sell
11,291
-17,593
-61% -$1.68M 0.5% 40
2025
Q1 		$2.54M Buy
28,884
+2,000
+7% +$188K 1.26% 25
2024
Q4 		$2.43M Sell
26,884
-2,627
-9% -$228K 1.06% 27
2024
Q3 		$2.38M Buy
29,511
+8,100
+38% +$595K 1.08% 31
2024
Q2 		$1.45M Buy
21,411
+9,400
+78% +$592K 0.73% 34
2024
Q1 		$723K Buy
+12,011
New +$687K 0.52% 34
2023
Q4 		– Sell
-6,711
Closed -$358K – 67
2023
Q3 		$358K Sell
6,711
-7,500
-53% -$399K 0.35% 41
2023
Q2 		$745K Buy
14,211
+8,358
+143% +$422K 0.69% 29
2023
Q1 		$288K Buy
5,853
+411
+8% +$19.5K 0.29% 63
2022
Q4 		$257K Buy
5,442
+705
+15% +$33.5K 0.29% 78
2022
Q3 		$205K Sell
4,737
-600
-11% -$26.3K 0.24% 94
2022
Q2 		$235K Buy
5,337
+300
+6% +$13.8K 0.23% 99
2022
Q1 		$250K Buy
5,037
+693
+16% +$32.5K 0.18% 95
2021
Q4 		$210K Sell
4,344
-1,461
-25% -$69.7K 0.11% 120
2021
Q3 		$270K Sell
5,805
-12,342
-68% -$595K 0.17% 88
2021
Q2 		$853K Buy
18,147
+11,568
+176% +$539K 0.51% 38
2021
Q1 		$298K Sell
6,579
-1,434
-18% -$66.4K 0.2% 80
2020
Q4 		$385K Buy
+8,013
New +$389K 0.26% 64
2018
Q2 		– Sell
-12,300
Closed -$365K – 85
2018
Q1 		$365K Buy
+12,300
New +$396K 0.14% 58
2017
Q2 		– Sell
-19,500
Closed -$469K – 65
2017
Q1 		$469K Buy
+19,500
New +$449K 0.23% 45

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

Sustainable Insight Capital Management's WMT Position: Q2 2026 in Review

Sustainable Insight Capital Management reduced its Walmart Inc (WMT) stake by 46% in Q2 2026, selling an estimated $1.32M and leaving 12,291 shares worth $1.39M. The position accounts for 0.6% of the portfolio, ranked #30.

Sustainable Insight Capital Management first reported a position in WMT in Q1 2017 and has held it in 24 quarters since. The position peaked at $2.84M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sustainable Insight Capital Management held 12,291 shares of Walmart Inc worth $1.39M as of Q2 2026.
  • Sustainable Insight Capital Management sold 10,600 Walmart Inc shares in Q2 2026, an estimated $1.32M.
  • Walmart Inc made up 0.6% of Sustainable Insight Capital Management's portfolio in Q2 2026, its #30 holding.
  • Sustainable Insight Capital Management first reported a position in Walmart Inc in Q1 2017 and has held it in 24 quarters since.
  • Sustainable Insight Capital Management's Walmart Inc position peaked at $2.84M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.