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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
Q2 		$2.52M Buy
22,256
+4
+0% +$497 0.55% 21
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 $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 $3.38T AUM 44.17% 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

Syverson Strege & Co's WMT Position: Q2 2026 in Review

Syverson Strege & Co increased its Walmart Inc (WMT) stake by 0.02% in Q2 2026, buying an estimated $497 and bringing the position to 22,256 shares worth $2.52M. The position accounts for 0.55% of the portfolio, ranked #21.

Syverson Strege & Co first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.99M in Q2 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Syverson Strege & Co held 22,256 shares of Walmart Inc worth $2.52M as of Q2 2026.
  • Syverson Strege & Co bought 4 Walmart Inc shares in Q2 2026, an estimated $497.
  • Walmart Inc made up 0.55% of Syverson Strege & Co's portfolio in Q2 2026, its #21 holding.
  • Syverson Strege & Co first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Syverson Strege & Co's Walmart Inc position peaked at $2.99M in Q2 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.