Barlow Wealth Partners’s Walmart Inc WMT Stock Holding History

Barlow 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	$376K	Hold	3,326	–	–	0.04%	104
2026 Q1	$424K	Hold	3,326	–	–	0.05%	93
2025 Q4	$381K	Buy	3,326 +180	+6%	+$19.3K	0.04%	96
2025 Q3	$337K	Sell	3,146 -1,849	-37%	-$184K	0.04%	99
2025 Q2	$488K	Buy	4,995 +97	+2%	+$9.24K	0.06%	81
2025 Q1	$466K	Buy	4,898 +1,299	+36%	+$122K	0.06%	83
2024 Q4	$329K	Hold	3,599	–	–	0.04%	99
2024 Q3	$285K	Hold	3,599	–	–	0.04%	120
2024 Q2	$254K	Hold	3,599	–	–	0.04%	127
2024 Q1	$216K	Buy	+3,599	New	+$206K	0.03%	148

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Barlow Wealth Partners held its Walmart Inc (WMT) position steady in Q2 2026 at 3,326 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #104.

Barlow Wealth Partners first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $488K in Q2 2025. 2,080 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Barlow Wealth Partners held 3,326 shares of Walmart Inc worth $376K as of Q2 2026.
Barlow Wealth Partners left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.04% of Barlow Wealth Partners's portfolio in Q2 2026, its #104 holding.
Barlow Wealth Partners first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Barlow Wealth Partners's Walmart Inc position peaked at $488K in Q2 2025.
2,080 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.