BWP
WMT icon

Balboa Wealth Partners’s Walmart Inc WMT Stock Holding History

Balboa 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 		$1.09M Sell
9,631
-2,179
-18% -$271K 0.15% 116
2026
Q1 		$1.47M Buy
11,810
+3,014
+34% +$370K 0.25% 72
2025
Q4 		$980K Buy
8,796
+935
+12% +$100K 0.16% 98
2025
Q3 		$810K Sell
7,861
-47
-0.6% -$4.68K 0.14% 118
2025
Q2 		$773K Buy
7,908
+212
+3% +$20.2K 0.16% 113
2025
Q1 		$676K Sell
7,696
-1,360
-15% -$128K 0.16% 107
2024
Q4 		$818K Buy
9,056
+417
+5% +$36.2K 0.19% 94
2024
Q3 		$698K Buy
8,639
+363
+4% +$26.7K 0.17% 108
2024
Q2 		$560K Buy
8,276
+2,498
+43% +$157K 0.15% 118
2024
Q1 		$348K Buy
5,778
+141
+3% +$8.07K 0.1% 149
2023
Q4 		$296K Sell
5,637
-192
-3% -$10.2K 0.1% 160
2023
Q3 		$311K Buy
5,829
+9
+0.2% +$479 0.12% 147
2023
Q2 		$305K Sell
5,820
-3,534
-38% -$178K 0.11% 153
2023
Q1 		$460K Buy
9,354
+432
+5% +$20.5K 0.17% 118
2022
Q4 		$422K Sell
8,922
-3,738
-30% -$178K 0.19% 118
2022
Q3 		$547K Buy
+12,660
New +$555K 0.24% 83

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

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

Balboa Wealth Partners reduced its Walmart Inc (WMT) stake by 18% in Q2 2026, selling an estimated $271K and leaving 9,631 shares worth $1.09M. The position accounts for 0.15% of the portfolio, ranked #116.

Balboa Wealth Partners first reported a position in WMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.47M in Q1 2026. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Balboa Wealth Partners held 9,631 shares of Walmart Inc worth $1.09M as of Q2 2026.
  • Balboa Wealth Partners sold 2,179 Walmart Inc shares in Q2 2026, an estimated $271K.
  • Walmart Inc made up 0.15% of Balboa Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • Balboa Wealth Partners first reported a position in Walmart Inc in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Walmart Inc position peaked at $1.47M in Q1 2026.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.