Vista Investment Partners II’s Walmart Inc WMT Stock Holding History

Vista Investment Partners II’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	$581K	Sell	5,134 -2	-0%	-$248	0.23%	92
2026 Q1	$638K	Sell	5,136 -2,757	-35%	-$338K	0.29%	76
2025 Q4	$879K	Sell	7,893 -71	-0.9%	-$7.62K	0.38%	68
2025 Q3	$821K	Sell	7,964 -13	-0.2%	-$1.29K	0.38%	62
2025 Q2	$780K	Sell	7,977 -599	-7%	-$57.1K	0.38%	62
2025 Q1	$753K	Buy	8,576 +230	+3%	+$21.6K	0.42%	59
2024 Q4	$754K	Buy	+8,346	New	+$724K	0.45%	61

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

Vista Investment Partners II's WMT Position: Q2 2026 in Review

Vista Investment Partners II reduced its Walmart Inc (WMT) stake by 0.04% in Q2 2026, selling an estimated $248 and leaving 5,134 shares worth $581K. The position accounts for 0.23% of the portfolio, ranked #92.

Vista Investment Partners II first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $879K in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Vista Investment Partners II held 5,134 shares of Walmart Inc worth $581K as of Q2 2026.
Vista Investment Partners II sold 2 Walmart Inc shares in Q2 2026, an estimated $248.
Walmart Inc made up 0.23% of Vista Investment Partners II's portfolio in Q2 2026, its #92 holding.
Vista Investment Partners II first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's Walmart Inc position peaked at $879K in Q4 2025.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.