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Accretive Wealth Partners’s Walmart Inc WMT Stock Holding History

Accretive Wealth 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 		$3.42M Sell
30,234
-292
-1% -$36.3K 0.83% 33
2026
Q1 		$3.79M Buy
30,526
+324
+1% +$39.8K 1.07% 20
2025
Q4 		$3.36M Buy
30,202
+177
+0.6% +$19K 1% 28
2025
Q3 		$3.09M Buy
30,025
+294
+1% +$29.3K 0.94% 31
2025
Q2 		$2.91M Buy
29,731
+155
+0.5% +$14.8K 0.95% 31
2025
Q1 		$2.91M Buy
29,576
+1,195
+4% +$112K 1.03% 29
2024
Q4 		$2.56M Sell
28,381
-730
-3% -$63.3K 1.09% 20
2024
Q3 		$2.35M Sell
29,111
-789
-3% -$57.9K 0.98% 31
2024
Q2 		$2.02M Buy
29,900
+160
+0.5% +$10.1K 0.85% 35
2024
Q1 		$1.78M Sell
29,740
-134
-0.4% -$7.67K 0.79% 38
2023
Q4 		$1.57M Sell
29,874
-330
-1% -$17.5K 0.75% 43
2023
Q3 		$1.61M Buy
30,204
+42
+0.1% +$2.23K 0.96% 28
2023
Q2 		$1.58M Buy
30,162
+396
+1% +$20K 0.94% 30
2023
Q1 		$1.46M Buy
29,766
+288
+1% +$13.7K 0.94% 31
2022
Q4 		$1.39M Sell
29,478
-135
-0.5% -$6.41K 0.96% 33
2022
Q3 		$1.28M Buy
29,613
+480
+2% +$21K 0.97% 33
2022
Q2 		$1.18M Buy
29,133
+147
+0.5% +$6.78K 0.86% 40
2022
Q1 		$1.44M Buy
28,986
+744
+3% +$34.9K 0.9% 34
2021
Q4 		$1.36M Buy
28,242
+1,164
+4% +$55.6K 0.87% 38
2021
Q3 		$1.26M Buy
27,078
+1,416
+6% +$68.2K 0.89% 37
2021
Q2 		$1.21M Buy
25,662
+2,661
+12% +$124K 0.87% 38
2021
Q1 		$1.04M Buy
23,001
+1,800
+8% +$83.4K 0.94% 34
2020
Q4 		$1.02M Buy
+21,201
New +$1.03M 1.01% 26

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Accretive Wealth Partners's WMT Position: Q2 2026 in Review

Accretive Wealth Partners reduced its Walmart Inc (WMT) stake by 0.96% in Q2 2026, selling an estimated $36.3K and leaving 30,234 shares worth $3.42M. The position accounts for 0.83% of the portfolio, ranked #33.

Accretive Wealth Partners first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.79M in Q1 2026. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Accretive Wealth Partners held 30,234 shares of Walmart Inc worth $3.42M as of Q2 2026.
  • Accretive Wealth Partners sold 292 Walmart Inc shares in Q2 2026, an estimated $36.3K.
  • Walmart Inc made up 0.83% of Accretive Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • Accretive Wealth Partners first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Accretive Wealth Partners's Walmart Inc position peaked at $3.79M in Q1 2026.
  • 4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.