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Axis Wealth Partners’s Walmart Inc WMT Stock Holding History

Axis 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 		$222K Sell
1,964
-57
-3% -$7.08K 0.11% 169
2026
Q1 		$251K Buy
2,021
+150
+8% +$18.4K 0.13% 152
2025
Q4 		$208K Sell
1,871
-116
-6% -$12.5K 0.12% 162
2025
Q3 		$205K Buy
+1,987
New +$198K 0.12% 157

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

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

Axis Wealth Partners reduced its Walmart Inc (WMT) stake by 2.8% in Q2 2026, selling an estimated $7.08K and leaving 1,964 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #169.

Axis Wealth Partners first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $251K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Axis Wealth Partners held 1,964 shares of Walmart Inc worth $222K as of Q2 2026.
  • Axis Wealth Partners sold 57 Walmart Inc shares in Q2 2026, an estimated $7.08K.
  • Walmart Inc made up 0.11% of Axis Wealth Partners's portfolio in Q2 2026, its #169 holding.
  • Axis Wealth Partners first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Axis Wealth Partners's Walmart Inc position peaked at $251K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.