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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
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 $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

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

Burling Wealth Partners reduced its Walmart Inc (WMT) stake by 12% in Q1 2026, selling an estimated $78.7K and leaving 4,604 shares worth $572K. The position accounts for 0.09% of the portfolio, ranked #120.

Burling Wealth Partners first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $584K in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Burling Wealth Partners held 4,604 shares of Walmart Inc worth $572K as of Q1 2026.
  • Burling Wealth Partners sold 641 Walmart Inc shares in Q1 2026, an estimated $78.7K.
  • Walmart Inc made up 0.09% of Burling Wealth Partners's portfolio in Q1 2026, its #120 holding.
  • Burling Wealth Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Walmart Inc position peaked at $584K in Q4 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.