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Swan Global Investments’s Walmart Inc WMT Stock Holding History

Swan Global Investments’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 		$422K Buy
3,730
+1,007
+37% +$125K 0.01% 78
2026
Q1 		$338K Sell
2,723
-159
-6% -$19.5K 0.01% 60
2025
Q4 		$321K Sell
2,882
-218
-7% -$23.4K 0.01% 65
2025
Q3 		$319K Buy
+3,100
New +$309K 0.01% 58

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Swan Global Investments's WMT Position: Q2 2026 in Review

Swan Global Investments increased its Walmart Inc (WMT) stake by 37% in Q2 2026, buying an estimated $125K and bringing the position to 3,730 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #78.

Swan Global Investments first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. 3,361 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Swan Global Investments held 3,730 shares of Walmart Inc worth $422K as of Q2 2026.
  • Swan Global Investments bought 1,007 Walmart Inc shares in Q2 2026, an estimated $125K.
  • Walmart Inc made up 0.01% of Swan Global Investments's portfolio in Q2 2026, its #78 holding.
  • Swan Global Investments first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • 3,361 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Swan Global Investments's 13F filing for Q2 2026, filed 11 Aug 2026.