3Chopt Investment Partners’s Walmart Inc WMT Stock Holding History

3Chopt Investment Partners’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	$4.11M	Buy	36,283 +1,285	+4%	+$160K	0.77%	28
2026 Q1	$4.36M	Buy	34,998 +1,382	+4%	+$170K	1%	19
2025 Q4	$3.75M	Buy	33,616 +13	+0%	+$1.4K	0.84%	24
2025 Q3	$3.46M	Buy	33,603 +55	+0.2%	+$5.47K	0.79%	28
2025 Q2	$3.28M	Sell	33,548 -104	-0.3%	-$9.91K	0.79%	26
2025 Q1	$2.96M	Buy	33,652 +680	+2%	+$63.8K	0.78%	35
2024 Q4	$2.99M	Buy	32,972 +339	+1%	+$29.4K	1.03%	32
2024 Q3	$2.64M	Buy	32,633 +124	+0.4%	+$9.11K	0.94%	37
2024 Q2	$2.2M	Buy	32,509 +817	+3%	+$51.4K	0.67%	39
2024 Q1	$1.91M	Buy	31,692 +663	+2%	+$37.9K	0.79%	43
2023 Q4	$1.64M	Buy	+31,029	New	+$1.64M	0.6%	45
2023 Q3	–	Sell	-28,005	Closed	-$1.47M	–	137
2023 Q2	$1.47M	Hold	28,005	–	–	0.73%	45
2023 Q1	$1.38M	Buy	28,005 +228	+0.8%	+$10.8K	0.74%	45
2022 Q4	$1.32M	Buy	+27,777	New	+$1.32M	0.72%	47

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

3Chopt Investment Partners's WMT Position: Q2 2026 in Review

3Chopt Investment Partners increased its Walmart Inc (WMT) stake by 3.7% in Q2 2026, buying an estimated $160K and bringing the position to 36,283 shares worth $4.11M. The position accounts for 0.77% of the portfolio, ranked #28.

3Chopt Investment Partners first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.36M in Q1 2026. 2,058 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

3Chopt Investment Partners held 36,283 shares of Walmart Inc worth $4.11M as of Q2 2026.
3Chopt Investment Partners bought 1,285 Walmart Inc shares in Q2 2026, an estimated $160K.
Walmart Inc made up 0.77% of 3Chopt Investment Partners's portfolio in Q2 2026, its #28 holding.
3Chopt Investment Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
3Chopt Investment Partners's Walmart Inc position peaked at $4.36M in Q1 2026.
2,058 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.