Alpha Financial Partners’s Walmart Inc WMT Stock Holding History

Alpha Financial 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	$454K	Buy	4,008 +152	+4%	+$18.9K	0.24%	67
2026 Q1	$479K	Buy	3,856 +306	+9%	+$37.6K	0.28%	57
2025 Q4	$396K	Sell	3,550 -88	-2%	-$9.45K	0.24%	60
2025 Q3	$375K	Sell	3,638 -6	-0.2%	-$597	0.24%	56
2025 Q2	$356K	Buy	3,644 +363	+11%	+$34.6K	0.26%	59
2025 Q1	$288K	Buy	3,281 +16	+0.5%	+$1.5K	0.23%	59
2024 Q4	$295K	Buy	+3,265	New	+$283K	0.23%	52
2024 Q3	–	Sell	-3,400	Closed	-$230K	–	158
2024 Q2	$230K	Sell	3,400 -765	-18%	-$48.2K	0.2%	65
2024 Q1	$251K	Buy	+4,165	New	+$238K	0.23%	56

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alpha Financial Partners's WMT Position: Q2 2026 in Review

Alpha Financial Partners increased its Walmart Inc (WMT) stake by 3.9% in Q2 2026, buying an estimated $18.9K and bringing the position to 4,008 shares worth $454K. The position accounts for 0.24% of the portfolio, ranked #67.

Alpha Financial Partners first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $479K in Q1 2026. 4,376 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Alpha Financial Partners held 4,008 shares of Walmart Inc worth $454K as of Q2 2026.
Alpha Financial Partners bought 152 Walmart Inc shares in Q2 2026, an estimated $18.9K.
Walmart Inc made up 0.24% of Alpha Financial Partners's portfolio in Q2 2026, its #67 holding.
Alpha Financial Partners first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
Alpha Financial Partners's Walmart Inc position peaked at $479K in Q1 2026.
4,376 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.