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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balboa Wealth Partners's WMT Position: Q1 2026 in Review

Balboa Wealth Partners increased its Walmart Inc (WMT) stake by 34% in Q1 2026, buying an estimated $370K and bringing the position to 11,810 shares worth $1.47M. The position accounts for 0.25% of the portfolio, ranked #72.

Balboa Wealth Partners first reported a position in WMT in Q3 2022 and has held it in 15 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Balboa Wealth Partners held 11,810 shares of Walmart Inc worth $1.47M as of Q1 2026.
  • Balboa Wealth Partners bought 3,014 Walmart Inc shares in Q1 2026, an estimated $370K.
  • Walmart Inc made up 0.25% of Balboa Wealth Partners's portfolio in Q1 2026, its #72 holding.
  • Balboa Wealth Partners first reported a position in Walmart Inc in Q3 2022 and has held it in 15 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.