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Westside Investment Management’s Walmart Inc WMT Stock Holding History

Westside 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
2017
Q4 		– Sell
-60
Closed -$40 – 871
2017
Q3 		$40 Hold
60
– – ﹤0.01% 807
2017
Q2 		$60 Buy
+60
New +$1.52K ﹤0.01% 807

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

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

Westside Investment Management reduced its Walmart Inc (WMT) stake by 0.1% in Q2 2026, selling an estimated $1.24K and leaving 10,023 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #134.

Westside Investment Management first reported a position in WMT in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.25M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Westside Investment Management held 10,023 shares of Walmart Inc worth $1.14M as of Q2 2026.
  • Westside Investment Management sold 10 Walmart Inc shares in Q2 2026, an estimated $1.24K.
  • Walmart Inc made up 0.15% of Westside Investment Management's portfolio in Q2 2026, its #134 holding.
  • Westside Investment Management first reported a position in Walmart Inc in Q4 2016 and has held it in 36 quarters since.
  • Westside Investment Management's Walmart Inc position peaked at $1.25M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.