Barlow Wealth Partners
WMT icon

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
Q3 		$534K Buy
4,983
+1,657
+50% +$182K 0.06% 87
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Barlow Wealth Partners's WMT Position: Q3 2026 in Review

Barlow Wealth Partners increased its Walmart Inc (WMT) stake by 50% in Q3 2026, buying an estimated $182K and bringing the position to 4,983 shares worth $534K. The position accounts for 0.06% of the portfolio, ranked #87.

Barlow Wealth Partners first reported a position in WMT in Q1 2024 and has held it in 11 quarters since. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Barlow Wealth Partners held 4,983 shares of Walmart Inc worth $534K as of Q3 2026.
  • Barlow Wealth Partners bought 1,657 Walmart Inc shares in Q3 2026, an estimated $182K.
  • Walmart Inc made up 0.06% of Barlow Wealth Partners's portfolio in Q3 2026, its #87 holding.
  • Barlow Wealth Partners first reported a position in Walmart Inc in Q1 2024 and has held it in 11 quarters since.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.