Syon Capital’s Walmart Inc WMT Stock Holding History

Syon Capital’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	$9.82M	Buy	86,726 +2,138	+3%	+$265K	0.43%	43
2026 Q1	$10.5M	Sell	84,588 -2,829	-3%	-$347K	0.53%	36
2025 Q4	$9.74M	Buy	87,417 +4,123	+5%	+$443K	0.49%	38
2025 Q3	$8.58M	Buy	83,294 +10,134	+14%	+$1.01M	0.46%	40
2025 Q2	$7.15M	Buy	73,160 +1,349	+2%	+$129K	0.47%	42
2025 Q1	$6.3M	Buy	71,811 +5,642	+9%	+$529K	0.51%	43
2024 Q4	$5.98M	Sell	66,169 -1,336	-2%	-$116K	0.54%	38
2024 Q3	$5.45M	Buy	67,505 +2,268	+3%	+$167K	0.48%	43
2024 Q2	$4.42M	Buy	65,237 +1,851	+3%	+$117K	0.41%	47
2024 Q1	$3.81M	Buy	63,386 +5,552	+10%	+$318K	0.36%	51
2023 Q4	$3.04M	Buy	57,834 +15,330	+36%	+$811K	0.31%	55
2023 Q3	$2.27M	Buy	+42,504	New	+$2.26M	0.28%	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

Syon Capital's WMT Position: Q2 2026 in Review

Syon Capital increased its Walmart Inc (WMT) stake by 2.5% in Q2 2026, buying an estimated $265K and bringing the position to 86,726 shares worth $9.82M. The position accounts for 0.43% of the portfolio, ranked #43.

Syon Capital first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.5M in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Syon Capital held 86,726 shares of Walmart Inc worth $9.82M as of Q2 2026.
Syon Capital bought 2,138 Walmart Inc shares in Q2 2026, an estimated $265K.
Walmart Inc made up 0.43% of Syon Capital's portfolio in Q2 2026, its #43 holding.
Syon Capital first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
Syon Capital's Walmart Inc position peaked at $10.5M in Q1 2026.
4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.