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Synergy Investment Management’s Walmart Inc WMT Stock Holding History

Synergy Investment 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 		$460K Buy
4,043
+2,183
+117% +$271K 0.11% 104
2026
Q1 		$231K Buy
+1,860
New +$228K 0.08% 124
2025
Q2 		– Sell
-1,246
Closed -$109K – 574
2025
Q1 		$109K Sell
1,246
-118
-9% -$11.1K 0.05% 164
2024
Q4 		$123K Buy
+1,364
New +$118K 0.05% 158

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

Synergy Investment Management's WMT Position: Q2 2026 in Review

Synergy Investment Management increased its Walmart Inc (WMT) stake by 117% in Q2 2026, buying an estimated $271K and bringing the position to 4,043 shares worth $460K. The position accounts for 0.11% of the portfolio, ranked #104.

Synergy Investment Management first reported a position in WMT in Q4 2024 and has held it in 4 quarters since. 4,376 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Synergy Investment Management held 4,043 shares of Walmart Inc worth $460K as of Q2 2026.
  • Synergy Investment Management bought 2,183 Walmart Inc shares in Q2 2026, an estimated $271K.
  • Walmart Inc made up 0.11% of Synergy Investment Management's portfolio in Q2 2026, its #104 holding.
  • Synergy Investment Management first reported a position in Walmart Inc in Q4 2024 and has held it in 4 quarters since.
  • 4,376 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.