ZEGA Investments’s Walmart Inc WMT Stock Holding History

ZEGA Investments’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	$3.22M	Sell	28,402 -1,464	-5%	-$182K	0.33%	38
2026 Q1	$3.71M	Buy	29,866 +7,662	+35%	+$941K	0.42%	34
2025 Q4	$2.47M	Sell	22,204 -22	-0.1%	-$2.36K	0.29%	41
2025 Q3	$2.29M	Buy	22,226 +12	+0.1%	+$1.2K	0.31%	45
2025 Q2	$2.17M	Sell	22,214 -201	-0.9%	-$19.1K	0.3%	47
2025 Q1	$1.97M	Buy	22,415 +337	+2%	+$31.6K	0.3%	42
2024 Q4	$2.09M	Buy	+22,078	New	+$1.92M	0.53%	30

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

ZEGA Investments's WMT Position: Q2 2026 in Review

ZEGA Investments reduced its Walmart Inc (WMT) stake by 4.9% in Q2 2026, selling an estimated $182K and leaving 28,402 shares worth $3.22M. The position accounts for 0.33% of the portfolio, ranked #38.

ZEGA Investments first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.71M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

ZEGA Investments held 28,402 shares of Walmart Inc worth $3.22M as of Q2 2026.
ZEGA Investments sold 1,464 Walmart Inc shares in Q2 2026, an estimated $182K.
Walmart Inc made up 0.33% of ZEGA Investments's portfolio in Q2 2026, its #38 holding.
ZEGA Investments first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
ZEGA Investments's Walmart Inc position peaked at $3.71M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.