Carmel Capital Partners’s Walmart Inc WMT Stock Holding History

Carmel Capital 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	$559K	Sell	4,937 -409	-8%	-$50.8K	0.18%	82
2026 Q1	$664K	Buy	+5,346	New	+$656K	0.24%	76
2025 Q3	–	Sell	-5,973	Closed	-$584K	–	160
2025 Q2	$584K	Sell	5,973 -89	-1%	-$8.48K	0.2%	83
2025 Q1	$532K	Buy	6,062 +41	+0.7%	+$3.85K	0.21%	86
2024 Q4	$544K	Buy	6,021 +92	+2%	+$7.98K	0.22%	76
2024 Q3	$479K	Buy	5,929 +241	+4%	+$17.7K	0.18%	88
2024 Q2	$385K	Buy	5,688 +384	+7%	+$24.2K	0.16%	96
2024 Q1	$319K	Buy	5,304 +126	+2%	+$7.21K	0.13%	113
2023 Q4	$272K	Buy	5,178 +39	+0.8%	+$2.06K	0.14%	117
2023 Q3	$274K	Sell	5,139 -315	-6%	-$16.8K	0.12%	116
2023 Q2	$286K	Buy	5,454 +195	+4%	+$9.84K	0.15%	94
2023 Q1	$258K	Buy	+5,259	New	+$250K	0.15%	112

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Carmel Capital Partners's WMT Position: Q2 2026 in Review

Carmel Capital Partners reduced its Walmart Inc (WMT) stake by 7.7% in Q2 2026, selling an estimated $50.8K and leaving 4,937 shares worth $559K. The position accounts for 0.18% of the portfolio, ranked #82.

Carmel Capital Partners first reported a position in WMT in Q1 2023 and has held it in 12 quarters since. The position peaked at $664K in Q1 2026. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Carmel Capital Partners held 4,937 shares of Walmart Inc worth $559K as of Q2 2026.
Carmel Capital Partners sold 409 Walmart Inc shares in Q2 2026, an estimated $50.8K.
Walmart Inc made up 0.18% of Carmel Capital Partners's portfolio in Q2 2026, its #82 holding.
Carmel Capital Partners first reported a position in Walmart Inc in Q1 2023 and has held it in 12 quarters since.
Carmel Capital Partners's Walmart Inc position peaked at $664K in Q1 2026.
4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.