Systematic Alpha Investments’s Walmart Inc WMT Stock Holding History

Systematic Alpha 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	$4.99M	Hold	44,100	–	–	0.13%	65
2026 Q1	$5.48M	Hold	44,100	–	–	0.19%	60
2025 Q4	$4.91M	Hold	44,100	–	–	0.15%	61
2025 Q3	$4.54M	Hold	44,100	–	–	0.15%	62
2025 Q2	$4.31M	Hold	44,100	–	–	0.15%	62
2025 Q1	$3.87M	Hold	44,100	–	–	0.15%	62
2024 Q4	$3.98M	Hold	44,100	–	–	0.15%	63
2024 Q3	$3.56M	Hold	44,100	–	–	0.13%	65
2024 Q2	$2.99M	Hold	44,100	–	–	0.11%	66
2024 Q1	$2.65M	Hold	44,100	–	–	0.11%	67
2023 Q4	$2.32M	Hold	44,100	–	–	0.1%	70
2023 Q3	$2.35M	Hold	44,100	–	–	0.12%	68
2023 Q2	$2.31M	Hold	44,100	–	–	0.11%	68
2023 Q1	$2.17M	Hold	44,100	–	–	0.11%	70
2022 Q4	$2.08M	Hold	44,100	–	–	0.11%	75
2022 Q3	$1.91M	Hold	44,100	–	–	0.12%	71
2022 Q2	$1.79M	Hold	44,100	–	–	0.1%	74
2022 Q1	$2.19M	Hold	44,100	–	–	0.11%	75
2021 Q4	$2.13M	Hold	44,100	–	–	0.1%	76
2021 Q3	$2.2M	Hold	44,100	–	–	0.1%	76
2021 Q2	$2.19M	Hold	44,100	–	–	0.1%	78
2021 Q1	$2M	Sell	44,100 -17,700	-29%	-$820K	0.13%	78
2020 Q4	$2.97M	Buy	+61,800	New	+$3M	0.32%	59

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

Systematic Alpha Investments's WMT Position: Q2 2026 in Review

Systematic Alpha Investments held its Walmart Inc (WMT) position steady in Q2 2026 at 44,100 shares worth $4.99M. The position accounts for 0.13% of the portfolio, ranked #65.

Systematic Alpha Investments first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.48M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Systematic Alpha Investments held 44,100 shares of Walmart Inc worth $4.99M as of Q2 2026.
Systematic Alpha Investments left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.13% of Systematic Alpha Investments's portfolio in Q2 2026, its #65 holding.
Systematic Alpha Investments first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
Systematic Alpha Investments's Walmart Inc position peaked at $5.48M in Q1 2026.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.