Umpqua Bank’s Walmart Inc WMT Stock Holding History

Umpqua Bank’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	$1.37M	Buy	12,058 +2,052	+21%	+$255K	0.31%	74
2026 Q1	$1.24M	Sell	10,006 -18	-0.2%	-$2.21K	0.35%	77
2025 Q4	$1.12M	Sell	10,024 -818	-8%	-$87.8K	0.31%	77
2025 Q3	$1.18M	Buy	10,842 +436	+4%	+$43.4K	0.33%	77
2025 Q2	$1.01M	Buy	10,406 +1,388	+15%	+$132K	0.31%	80
2025 Q1	$792K	Sell	9,018 -115	-1%	-$10.8K	0.27%	85
2024 Q4	$829K	Buy	9,133 +1,152	+14%	+$100K	0.29%	80
2024 Q3	$644K	Buy	7,981 +1,189	+18%	+$87.3K	0.24%	93
2024 Q2	$460K	Buy	6,792 +1,541	+29%	+$97K	0.18%	106
2024 Q1	$316K	Buy	+5,251	New	+$300K	0.13%	113

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

Umpqua Bank's WMT Position: Q2 2026 in Review

Umpqua Bank increased its Walmart Inc (WMT) stake by 21% in Q2 2026, buying an estimated $255K and bringing the position to 12,058 shares worth $1.37M. The position accounts for 0.31% of the portfolio, ranked #74.

Umpqua Bank first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Umpqua Bank held 12,058 shares of Walmart Inc worth $1.37M as of Q2 2026.
Umpqua Bank bought 2,052 Walmart Inc shares in Q2 2026, an estimated $255K.
Walmart Inc made up 0.31% of Umpqua Bank's portfolio in Q2 2026, its #74 holding.
Umpqua Bank first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.