Baldwin Wealth Partners’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $654K | Hold |
5,771
| – | – | 0.04% | 131 |
|
|
2026
Q1 | $717K | Sell |
5,771
-75
| -1% | -$9.21K | 0.05% | 125 |
|
|
2025
Q4 | $651K | Buy |
5,846
+141
| +2% | +$15.1K | 0.04% | 140 |
|
|
2025
Q3 | $588K | Hold |
5,705
| – | – | 0.04% | 142 |
|
|
2025
Q2 | $558K | Sell |
5,705
-57
| -1% | -$5.43K | 0.04% | 139 |
|
|
2025
Q1 | $506K | Buy |
5,762
+57
| +1% | +$5.35K | 0.04% | 142 |
|
|
2024
Q4 | $515K | Buy |
5,705
+1,289
| +29% | +$112K | 0.04% | 147 |
|
|
2024
Q3 | $357K | Buy |
4,416
+2,342
| +113% | +$172K | 0.02% | 252 |
|
|
2024
Q2 | $140K | Buy |
2,074
+436
| +27% | +$27.5K | 0.01% | 229 |
|
|
2024
Q1 | $98.6K | Sell |
1,638
-600
| -27% | -$34.3K | 0.01% | 278 |
|
|
2023
Q4 | $118K | Hold |
2,238
| – | – | 0.01% | 259 |
|
|
2023
Q3 | $119K | Hold |
2,238
| – | – | 0.01% | 279 |
|
|
2023
Q2 | $117K | Hold |
2,238
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $110K | Hold |
2,238
| – | – | 0.01% | 311 |
|
|
2022
Q4 | $106K | Buy |
2,238
+99
| +5% | +$4.7K | 0.01% | 312 |
|
|
2022
Q3 | $93K | Sell |
2,139
-2,550
| -54% | -$112K | 0.01% | 253 |
|
|
2022
Q2 | $190K | Sell |
4,689
-147
| -3% | -$6.78K | 0.02% | 188 |
|
|
2022
Q1 | $240K | Buy |
4,836
+2,697
| +126% | +$127K | 0.03% | 186 |
|
|
2021
Q4 | $103K | Hold |
2,139
| – | – | 0.01% | 262 |
|
|
2021
Q3 | $99K | Hold |
2,139
| – | – | 0.01% | 259 |
|
|
2021
Q2 | $101K | Hold |
2,139
| – | – | 0.01% | 271 |
|
|
2021
Q1 | $97K | Buy |
2,139
+150
| +8% | +$6.95K | 0.01% | 261 |
|
|
2020
Q4 | $96K | Hold |
1,989
| – | – | 0.01% | 249 |
|
|
2020
Q3 | $93K | Hold |
1,989
| – | – | 0.01% | 235 |
|
|
2020
Q2 | $79K | Hold |
1,989
| – | – | 0.01% | 246 |
|
|
2020
Q1 | $75K | Hold |
1,989
| – | – | 0.01% | 230 |
|
|
2019
Q4 | $79K | Hold |
1,989
| – | – | 0.01% | 263 |
|
|
2019
Q3 | $79K | Hold |
1,989
| – | – | 0.01% | 258 |
|
|
2019
Q2 | $73K | Hold |
1,989
| – | – | 0.01% | 273 |
|
|
2019
Q1 | $65K | Hold |
1,989
| – | – | 0.01% | 276 |
|
|
2018
Q4 | $62K | Hold |
1,989
| – | – | 0.01% | 269 |
|
|
2018
Q3 | $62K | Hold |
1,989
| – | – | 0.01% | 288 |
|
|
2018
Q2 | $57K | Buy |
1,989
+450
| +29% | +$12.8K | 0.01% | 300 |
|
|
2018
Q1 | $46K | Hold |
1,539
| – | – | 0.01% | 311 |
|
|
2017
Q4 | $51K | Buy |
1,539
+3
| +0.2% | +$92 | 0.01% | 298 |
|
|
2017
Q3 | $40K | Hold |
1,536
| – | – | 0.01% | 306 |
|
|
2017
Q2 | $39K | Hold |
1,536
| – | – | 0.01% | 321 |
|
|
2017
Q1 | $37K | Sell |
1,536
-3
| -0.2% | -$69 | 0.01% | 321 |
|
|
2016
Q4 | $35K | Buy |
1,539
+3
| +0.2% | +$70 | 0.01% | 321 |
|
|
2016
Q3 | $37K | Sell |
1,536
-399
| -21% | -$9.68K | 0.01% | 323 |
|
|
2016
Q2 | $47K | Sell |
1,935
-2,001
| -51% | -$46.3K | 0.01% | 276 |
|
|
2016
Q1 | $90K | Buy |
+3,936
| New | +$86.3K | 0.02% | 247 |
|
Other funds holding WMT
Baldwin Wealth Partners's WMT Position: Q2 2026 in Review
Baldwin Wealth Partners held its Walmart Inc (WMT) position steady in Q2 2026 at 5,771 shares worth $654K. The position accounts for 0.04% of the portfolio, ranked #131.
Baldwin Wealth Partners first reported a position in WMT in Q1 2016 and has held it in 42 quarters since. The position peaked at $717K in Q1 2026. 2,159 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Baldwin Wealth Partners held 5,771 shares of Walmart Inc worth $654K as of Q2 2026.
- Baldwin Wealth Partners left its Walmart Inc share count unchanged in Q2 2026.
- Walmart Inc made up 0.04% of Baldwin Wealth Partners's portfolio in Q2 2026, its #131 holding.
- Baldwin Wealth Partners first reported a position in Walmart Inc in Q1 2016 and has held it in 42 quarters since.
- Baldwin Wealth Partners's Walmart Inc position peaked at $717K in Q1 2026.
- 2,159 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.