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Vista Cima Wealth Management’s Walmart Inc WMT Stock Holding History

Vista Cima Wealth Management’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 		$212K Sell
1,873
-149
-7% -$18.5K 0.16% 48
2026
Q1 		$251K Buy
2,022
+134
+7% +$16.5K 0.25% 44
2025
Q4 		$210K Sell
1,888
-5,351
-74% -$575K 0.18% 49
2025
Q3 		$746K Buy
7,239
+4,621
+177% +$460K 0.62% 32
2025
Q2 		$256K Sell
2,618
-40
-2% -$3.81K 0.24% 44
2025
Q1 		$233K Sell
2,658
-146
-5% -$13.7K 0.25% 46
2024
Q4 		$253K Buy
+2,804
New +$243K 0.26% 39

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 $3.37T AUM 44.26% 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

Vista Cima Wealth Management's WMT Position: Q2 2026 in Review

Vista Cima Wealth Management reduced its Walmart Inc (WMT) stake by 7.4% in Q2 2026, selling an estimated $18.5K and leaving 1,873 shares worth $212K. The position accounts for 0.16% of the portfolio, ranked #48.

Vista Cima Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $746K in Q3 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Vista Cima Wealth Management held 1,873 shares of Walmart Inc worth $212K as of Q2 2026.
  • Vista Cima Wealth Management sold 149 Walmart Inc shares in Q2 2026, an estimated $18.5K.
  • Walmart Inc made up 0.16% of Vista Cima Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Vista Cima Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Vista Cima Wealth Management's Walmart Inc position peaked at $746K in Q3 2025.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.