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Avid Wealth Partners’s Walmart Inc WMT Stock Holding History

Avid 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 		$496K Buy
4,377
+1,062
+32% +$132K 0.24% 42
2026
Q1 		$412K Buy
3,315
+321
+11% +$39.4K 0.19% 48
2025
Q4 		$334K Buy
2,994
+347
+13% +$37.3K 0.16% 47
2025
Q3 		$273K Buy
2,647
+129
+5% +$12.8K 0.14% 46
2025
Q2 		$246K Buy
+2,518
New +$240K 0.14% 47

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

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

Avid Wealth Partners increased its Walmart Inc (WMT) stake by 32% in Q2 2026, buying an estimated $132K and bringing the position to 4,377 shares worth $496K. The position accounts for 0.24% of the portfolio, ranked #42.

Avid Wealth Partners first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Avid Wealth Partners held 4,377 shares of Walmart Inc worth $496K as of Q2 2026.
  • Avid Wealth Partners bought 1,062 Walmart Inc shares in Q2 2026, an estimated $132K.
  • Walmart Inc made up 0.24% of Avid Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • Avid Wealth Partners first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.