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Syntegra Private Wealth Group’s Walmart Inc WMT Stock Holding History

Syntegra Private Wealth Group’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 		$3.14M Buy
27,737
+557
+2% +$69.1K 0.24% 35
2026
Q1 		$3.38M Buy
27,180
+2,820
+12% +$346K 0.32% 34
2025
Q4 		$2.71M Sell
24,360
-709
-3% -$76.1K 0.25% 37
2025
Q3 		$2.58M Buy
25,069
+616
+3% +$61.3K 0.24% 38
2025
Q2 		$2.39M Buy
24,453
+2,178
+10% +$208K 0.24% 37
2025
Q1 		$1.96M Buy
22,275
+1,038
+5% +$97.4K 0.23% 34
2024
Q4 		$1.92M Buy
21,237
+225
+1% +$19.5K 0.22% 34
2024
Q3 		$1.7M Buy
21,012
+381
+2% +$28K 0.2% 35
2024
Q2 		$1.4M Buy
20,631
+101
+0.5% +$6.36K 0.18% 41
2024
Q1 		$1.24M Buy
20,530
+1,609
+9% +$92.1K 0.16% 43
2023
Q4 		$994K Buy
18,921
+396
+2% +$21K 0.14% 41
2023
Q3 		$988K Buy
18,525
+510
+3% +$27.1K 0.16% 43
2023
Q2 		$944K Sell
18,015
-15,750
-47% -$795K 0.14% 44
2023
Q1 		$1.66M Buy
33,765
+16,683
+98% +$792K 0.3% 31
2022
Q4 		$808K Buy
+17,082
New +$811K 0.16% 41

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Syntegra Private Wealth Group's WMT Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Walmart Inc (WMT) stake by 2% in Q2 2026, buying an estimated $69.1K and bringing the position to 27,737 shares worth $3.14M. The position accounts for 0.24% of the portfolio, ranked #35.

Syntegra Private Wealth Group first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.38M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Syntegra Private Wealth Group held 27,737 shares of Walmart Inc worth $3.14M as of Q2 2026.
  • Syntegra Private Wealth Group bought 557 Walmart Inc shares in Q2 2026, an estimated $69.1K.
  • Walmart Inc made up 0.24% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #35 holding.
  • Syntegra Private Wealth Group first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's Walmart Inc position peaked at $3.38M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.