BWP
WMT icon

Burling Wealth Partners’s Walmart Inc WMT Stock Holding History

Burling 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 		$486K Sell
4,295
-309
-7% -$38.4K 0.07% 129
2026
Q1 		$572K Sell
4,604
-641
-12% -$78.7K 0.09% 120
2025
Q4 		$584K Buy
5,245
+1,871
+55% +$201K 0.09% 126
2025
Q3 		$348K Sell
3,374
-140
-4% -$13.9K 0.06% 141
2025
Q2 		$344K Sell
3,514
-550
-14% -$52.4K 0.06% 144
2025
Q1 		$357K Sell
4,064
-100
-2% -$9.38K 0.08% 135
2024
Q4 		$376K Buy
+4,164
New +$361K 0.08% 132

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 $3.38T AUM 44.17% 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

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

Burling Wealth Partners reduced its Walmart Inc (WMT) stake by 6.7% in Q2 2026, selling an estimated $38.4K and leaving 4,295 shares worth $486K. The position accounts for 0.07% of the portfolio, ranked #129.

Burling Wealth Partners first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $584K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Burling Wealth Partners held 4,295 shares of Walmart Inc worth $486K as of Q2 2026.
  • Burling Wealth Partners sold 309 Walmart Inc shares in Q2 2026, an estimated $38.4K.
  • Walmart Inc made up 0.07% of Burling Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • Burling Wealth Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Walmart Inc position peaked at $584K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.