Vista Investment Partners’s Walmart Inc WMT Stock Holding History

Vista Investment Partners’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	$2.28M	Sell	20,129 -67	-0.3%	-$8.32K	0.57%	57
2026 Q1	$2.51M	Buy	20,196 +434	+2%	+$53.3K	0.66%	55
2025 Q4	$2.2M	Sell	19,762 -157	-0.8%	-$16.9K	0.58%	58
2025 Q3	$2.05M	Sell	19,919 -33	-0.2%	-$3.29K	0.57%	54
2025 Q2	$1.95M	Sell	19,952 -74	-0.4%	-$7.05K	0.56%	60
2025 Q1	$1.76M	Sell	20,026 -9,529	-32%	-$894K	0.54%	60
2024 Q4	$2.67M	Sell	29,555 -392	-1%	-$34K	0.83%	46
2024 Q3	$2.42M	Sell	29,947 -1,072	-3%	-$78.7K	0.77%	48
2024 Q2	$2.1M	Buy	31,019 +612	+2%	+$38.5K	0.7%	47
2024 Q1	$1.83M	Buy	30,407 +116	+0.4%	+$6.64K	0.62%	50
2023 Q4	$1.59M	Buy	+30,291	New	+$1.6M	0.58%	55

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's WMT Position: Q2 2026 in Review

Vista Investment Partners reduced its Walmart Inc (WMT) stake by 0.33% in Q2 2026, selling an estimated $8.32K and leaving 20,129 shares worth $2.28M. The position accounts for 0.57% of the portfolio, ranked #57.

Vista Investment Partners first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Vista Investment Partners held 20,129 shares of Walmart Inc worth $2.28M as of Q2 2026.
Vista Investment Partners sold 67 Walmart Inc shares in Q2 2026, an estimated $8.32K.
Walmart Inc made up 0.57% of Vista Investment Partners's portfolio in Q2 2026, its #57 holding.
Vista Investment Partners first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's Walmart Inc position peaked at $2.67M in Q4 2024.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.