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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 		$2.47M Sell
21,800
-1,800
-8% -$223K 0.25% 53
2026
Q1 		$2.93M Buy
23,600
+7,500
+47% +$921K 0.33% 40
2025
Q4 		$1.79M Hold
16,100
– – 0.21% 54
2025
Q3 		$1.66M Hold
16,100
– – 0.22% 51
2025
Q2 		$1.57M Buy
+16,100
New +$1.53M 0.21% 65

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

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.