Y-Intercept (HK)’s Walmart Inc WMT Stock Holding History

Y-Intercept (HK)’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	$21.9M	Buy	193,722 +67,592	+54%	+$8.39M	0.43%	19
2026 Q1	$15.7M	Buy	126,130 +119,795	+1,891%	+$14.7M	0.3%	45
2025 Q4	$706K	Buy	+6,335	New	+$680K	0.02%	1123
2025 Q3	–	Sell	-2,122	Closed	-$207K	–	2106
2025 Q2	$207K	Sell	2,122 -113,095	-98%	-$10.8M	0.01%	1456
2025 Q1	$10.1M	Buy	115,217 +80,952	+236%	+$7.59M	0.69%	9
2024 Q4	$3.1M	Buy	+34,265	New	+$2.97M	0.21%	120
2023 Q2	–	Sell	-67,956	Closed	-$3.34M	–	1772
2023 Q1	$3.34M	Sell	67,956 -32,472	-32%	-$1.54M	0.39%	27
2022 Q4	$4.75M	Buy	100,428 +58,149	+138%	+$2.76M	0.7%	3
2022 Q3	$1.83M	Sell	42,279 -28,770	-40%	-$1.26M	0.18%	159
2022 Q2	$2.88M	Buy	71,049 +65,769	+1,246%	+$3.03M	0.38%	52
2022 Q1	$262K	Buy	+5,280	New	+$248K	0.06%	504

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Y-Intercept (HK)'s WMT Position: Q2 2026 in Review

Y-Intercept (HK) increased its Walmart Inc (WMT) stake by 54% in Q2 2026, buying an estimated $8.39M and bringing the position to 193,722 shares worth $21.9M. The position accounts for 0.43% of the portfolio, ranked #19.

Y-Intercept (HK) first reported a position in WMT in Q1 2022 and has held it in 11 quarters since. 1,076 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Y-Intercept (HK) held 193,722 shares of Walmart Inc worth $21.9M as of Q2 2026.
Y-Intercept (HK) bought 67,592 Walmart Inc shares in Q2 2026, an estimated $8.39M.
Walmart Inc made up 0.43% of Y-Intercept (HK)'s portfolio in Q2 2026, its #19 holding.
Y-Intercept (HK) first reported a position in Walmart Inc in Q1 2022 and has held it in 11 quarters since.
1,076 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.