Symmetry Investments’s Walmart Inc WMT Stock Holding History

Symmetry 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	–	Sell	-10,104	Closed	-$1.26M	–	205
2026 Q1	$1.26M	Buy	+10,104	New	+$1.24M	0.14%	86
2025 Q3	–	Sell	-21,100	Closed	-$2.06M	–	204
2025 Q2	$2.06M	Sell	21,100 -74,226	-78%	-$7.07M	0.14%	73
2025 Q1	$8.37M	Sell	95,326 -125,379	-57%	-$11.8M	0.58%	28
2024 Q4	$19.9M	Buy	+220,705	New	+$19.2M	1.04%	17
2024 Q3	–	Sell	-131,850	Closed	-$8.93M	–	218
2024 Q2	$8.93M	Sell	131,850 -240,400	-65%	-$15.1M	1%	24
2024 Q1	$22.4M	Buy	372,250 +68,500	+23%	+$3.92M	1.34%	12
2023 Q4	$16M	Buy	303,750 +255,855	+534%	+$13.5M	1.16%	15
2023 Q3	$2.55M	Buy	47,895 +38,166	+392%	+$2.03M	0.52%	55
2023 Q2	$510K	Sell	9,729 -27,171	-74%	-$1.37M	0.08%	114
2023 Q1	$1.81M	Buy	+36,900	New	+$1.75M	0.43%	55

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

Symmetry Investments's WMT Position: Q2 2026 in Review

Symmetry Investments sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 10,104 shares — an estimated $1.26M sold.

Symmetry Investments first reported a position in WMT in Q1 2023 and held it in 10 quarters. The position peaked at $22.4M in Q1 2024. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Symmetry Investments reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Symmetry Investments sold 10,104 Walmart Inc shares in Q2 2026, an estimated $1.26M.
Symmetry Investments first reported a position in Walmart Inc in Q1 2023 and held it in 10 quarters.
Symmetry Investments's Walmart Inc position peaked at $22.4M in Q1 2024.
4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Symmetry Investments's 13F filing for Q2 2026, filed 14 Aug 2026.