SSC
WMT icon

Syverson Strege & Co’s Walmart Inc WMT Stock Holding History

Syverson Strege & Co’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
Q1 		$2.77M Sell
22,252
-371
-2% -$45.5K 0.67% 18
2025
Q4 		$2.52M Sell
22,623
-1,880
-8% -$202K 0.6% 21
2025
Q3 		$2.53M Sell
24,503
-6,051
-20% -$602K 0.61% 21
2025
Q2 		$2.99M Buy
30,554
+18,352
+150% +$1.75M 0.71% 21
2025
Q1 		$1.07M Buy
12,202
+139
+1% +$13K 0.34% 30
2024
Q4 		$1.09M Buy
12,063
+1,524
+14% +$132K 0.36% 28
2024
Q3 		$851K Sell
10,539
-3,060
-23% -$225K 0.29% 30
2024
Q2 		$921K Buy
13,599
+2,624
+24% +$165K 0.31% 31
2024
Q1 		$660K Buy
10,975
+844
+8% +$48.3K 0.24% 32
2023
Q4 		$532K Buy
10,131
+255
+3% +$13.5K 0.21% 38
2023
Q3 		$527K Buy
9,876
+93
+1% +$4.95K 0.24% 32
2023
Q2 		$513K Sell
9,783
-1,983
-17% -$100K 0.22% 34
2023
Q1 		$578K Buy
11,766
+516
+5% +$24.5K 0.25% 30
2022
Q4 		$532K Hold
11,250
– – 0.24% 35
2022
Q3 		$486K Sell
11,250
-531
-5% -$23.3K 0.25% 35
2022
Q2 		$477K Buy
11,781
+354
+3% +$16.3K 0.18% 42
2022
Q1 		$567K Buy
11,427
+276
+2% +$13K 0.62% 32
2021
Q4 		$538K Sell
11,151
-684
-6% -$32.7K 0.4% 37
2021
Q3 		$550K Buy
11,835
+804
+7% +$38.7K 0.44% 37
2021
Q2 		$519K Buy
11,031
+48
+0.4% +$2.24K 0.46% 36
2021
Q1 		$497K Buy
10,983
+24
+0.2% +$1.11K 0.52% 34
2020
Q4 		$527K Buy
+10,959
New +$532K 0.5% 31

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Syverson Strege & Co's WMT Position: Q1 2026 in Review

Syverson Strege & Co reduced its Walmart Inc (WMT) stake by 1.6% in Q1 2026, selling an estimated $45.5K and leaving 22,252 shares worth $2.77M. The position accounts for 0.67% of the portfolio, ranked #18.

Syverson Strege & Co first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.99M in Q2 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Syverson Strege & Co held 22,252 shares of Walmart Inc worth $2.77M as of Q1 2026.
  • Syverson Strege & Co sold 371 Walmart Inc shares in Q1 2026, an estimated $45.5K.
  • Walmart Inc made up 0.67% of Syverson Strege & Co's portfolio in Q1 2026, its #18 holding.
  • Syverson Strege & Co first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • Syverson Strege & Co's Walmart Inc position peaked at $2.99M in Q2 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.