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Warwick Investment Management’s Walmart Inc WMT Stock Holding History

Warwick Investment 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 		$824K Sell
7,276
-1,415
-16% -$176K 0.09% 68
2026
Q1 		$1.08M Buy
8,691
+291
+3% +$35.7K 0.16% 56
2025
Q4 		$936K Buy
8,400
+407
+5% +$43.7K 0.14% 61
2025
Q3 		$824K Buy
7,993
+234
+3% +$23.3K 0.14% 61
2025
Q2 		$759K Sell
7,759
-849
-10% -$80.9K 0.15% 58
2025
Q1 		$756K Buy
8,608
+781
+10% +$73.3K 0.16% 53
2024
Q4 		$707K Sell
7,827
-372
-5% -$32.3K 0.15% 52
2024
Q3 		$662K Buy
8,199
+916
+13% +$67.3K 0.16% 44
2024
Q2 		$493K Sell
7,283
-1,441
-17% -$90.7K 0.12% 58
2024
Q1 		$525K Buy
8,724
+1,401
+19% +$80.2K 0.13% 56
2023
Q4 		$385K Buy
7,323
+1,101
+18% +$58.3K 0.11% 52
2023
Q3 		$332K Buy
6,222
+6
+0.1% +$319 0.12% 49
2023
Q2 		$326K Buy
6,216
+12
+0.2% +$605 0.13% 46
2023
Q1 		$305K Sell
6,204
-6
-0.1% -$285 0.13% 44
2022
Q4 		$294K Hold
6,210
– – 0.12% 69
2022
Q3 		$269K Buy
6,210
+6
+0.1% +$263 0.16% 33
2022
Q2 		$251K Buy
6,204
+45
+0.7% +$2.08K 0.12% 43
2022
Q1 		$306K Buy
6,159
+9
+0.1% +$423 0.13% 41
2021
Q4 		$297K Buy
+6,150
New +$294K 0.15% 39

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Warwick Investment Management's WMT Position: Q2 2026 in Review

Warwick Investment Management reduced its Walmart Inc (WMT) stake by 16% in Q2 2026, selling an estimated $176K and leaving 7,276 shares worth $824K. The position accounts for 0.09% of the portfolio, ranked #68.

Warwick Investment Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.08M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Warwick Investment Management held 7,276 shares of Walmart Inc worth $824K as of Q2 2026.
  • Warwick Investment Management sold 1,415 Walmart Inc shares in Q2 2026, an estimated $176K.
  • Walmart Inc made up 0.09% of Warwick Investment Management's portfolio in Q2 2026, its #68 holding.
  • Warwick Investment Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Warwick Investment Management's Walmart Inc position peaked at $1.08M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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