Tandem Investment Advisors’s Walmart Inc WMT Stock Holding History

Tandem Investment Advisors’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	$486K	Sell	4,291 -1,201	-22%	-$149K	0.03%	51
2026 Q1	$683K	Sell	5,492 -3,176	-37%	-$390K	0.03%	48
2025 Q4	$966K	Sell	8,668 -3,365	-28%	-$361K	0.04%	44
2025 Q3	$1.24M	Buy	12,033 +1,087	+10%	+$108K	0.04%	47
2025 Q2	$1.07M	Sell	10,946 -1,034	-9%	-$98.5K	0.04%	45
2025 Q1	$1.05M	Sell	11,980 -6,563	-35%	-$616K	0.04%	46
2024 Q4	$1.68M	Buy	18,543 +1,249	+7%	+$108K	0.06%	43
2024 Q3	$1.4M	Buy	17,294 +3,208	+23%	+$236K	0.05%	46
2024 Q2	$954K	Sell	14,086 -981	-7%	-$61.8K	0.04%	47
2024 Q1	$907K	Sell	15,067 -5,636	-27%	-$322K	0.04%	49
2023 Q4	$1.09M	Sell	20,703 -1,440	-7%	-$76.2K	0.04%	50
2023 Q3	$1.18M	Buy	+22,143	New	+$1.18M	0.05%	51
2023 Q2	–	Sell	-4,344	Closed	-$213K	–	80
2023 Q1	$213K	Sell	4,344 -2,025	-32%	-$96.1K	0.01%	73
2022 Q4	$301K	Buy	6,369 +1,668	+35%	+$79.2K	0.02%	70
2022 Q3	$203K	Sell	4,701 -399	-8%	-$17.5K	0.01%	80
2022 Q2	$207K	Buy	5,100 +603	+13%	+$27.8K	0.01%	76
2022 Q1	$223K	Sell	4,497 -4,716	-51%	-$221K	0.01%	67
2021 Q4	$444K	Sell	9,213 -216	-2%	-$10.3K	0.03%	58
2021 Q3	$438K	Buy	9,429 +1,689	+22%	+$81.4K	0.04%	53
2021 Q2	$364K	Sell	7,740 -1,509	-16%	-$70.3K	0.03%	54
2021 Q1	$419K	Sell	9,249 -129	-1%	-$5.97K	0.04%	50
2020 Q4	$451K	Buy	9,378 +159	+2%	+$7.72K	0.05%	50
2020 Q3	$430K	Sell	9,219 -21	-0.2%	-$934	0.05%	48
2020 Q2	$369K	Buy	9,240 +2,673	+41%	+$110K	0.05%	52
2020 Q1	$249K	Buy	6,567 +642	+11%	+$24.7K	0.04%	57
2019 Q4	$235K	Sell	5,925 -3	-0.1%	-$119	0.04%	61
2019 Q3	$234K	Sell	5,928 -420	-7%	-$15.9K	0.04%	56
2019 Q2	$234K	Buy	6,348 +153	+2%	+$5.27K	0.04%	59
2019 Q1	$201K	Buy	+6,195	New	+$201K	0.04%	69

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tandem Investment Advisors's WMT Position: Q2 2026 in Review

Tandem Investment Advisors reduced its Walmart Inc (WMT) stake by 22% in Q2 2026, selling an estimated $149K and leaving 4,291 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #51.

Tandem Investment Advisors first reported a position in WMT in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.68M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Tandem Investment Advisors held 4,291 shares of Walmart Inc worth $486K as of Q2 2026.
Tandem Investment Advisors sold 1,201 Walmart Inc shares in Q2 2026, an estimated $149K.
Walmart Inc made up 0.03% of Tandem Investment Advisors's portfolio in Q2 2026, its #51 holding.
Tandem Investment Advisors first reported a position in Walmart Inc in Q1 2019 and has held it in 29 quarters since.
Tandem Investment Advisors's Walmart Inc position peaked at $1.68M in Q4 2024.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.