CWP
WMT icon

CFM Wealth Partners’s Walmart Inc WMT Stock Holding History

CFM 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 		$6.41M Sell
56,586
-997
-2% -$124K 0.82% 31
2026
Q1 		$7.16M Buy
57,583
+892
+2% +$110K 1.07% 24
2025
Q4 		$6.32M Sell
56,691
-493
-0.9% -$52.9K 0.91% 29
2025
Q3 		$5.89M Buy
57,184
+4,873
+9% +$485K 0.86% 30
2025
Q2 		$5.11M Buy
52,311
+1,929
+4% +$184K 0.81% 36
2025
Q1 		$4.42M Buy
50,382
+2,776
+6% +$260K 0.78% 38
2024
Q4 		$4.3M Buy
47,606
+3,553
+8% +$308K 0.73% 39
2024
Q3 		$3.56M Sell
44,053
-1,781
-4% -$131K 0.62% 40
2024
Q2 		$3.1M Buy
45,834
+1,447
+3% +$91.1K 0.57% 42
2024
Q1 		$2.67M Buy
44,387
+2,441
+6% +$140K 0.54% 47
2023
Q4 		$2.2M Hold
41,946
– – 0.5% 51
2023
Q3 		$2.24M Hold
41,946
– – 0.59% 45
2023
Q2 		$2.2M Buy
41,946
+303
+0.7% +$15.3K 0.53% 52
2023
Q1 		$2.05M Buy
41,643
+279
+0.7% +$13.2K 0.55% 51
2022
Q4 		$1.96M Buy
41,364
+48
+0.1% +$2.28K 0.59% 49
2022
Q3 		$1.79M Buy
41,316
+1,146
+3% +$50.2K 0.57% 48
2022
Q2 		$1.63M Buy
40,170
+279
+0.7% +$12.9K 0.49% 52
2022
Q1 		$1.98M Sell
39,891
-1,947
-5% -$91.4K 0.47% 56
2021
Q4 		$2.02M Sell
41,838
-975
-2% -$46.5K 0.45% 55
2021
Q3 		$1.99M Hold
42,813
– – 0.5% 50
2021
Q2 		$2.01M Buy
42,813
+975
+2% +$45.4K 0.53% 47
2021
Q1 		$1.89M Buy
41,838
+609
+1% +$28.2K 0.57% 45
2020
Q4 		$1.98M Sell
41,229
-780
-2% -$37.9K 0.63% 42
2020
Q3 		$495K Buy
42,009
+2,154
+5% +$95.8K 0.18% 85
2020
Q2 		$1.59M Hold
39,855
– – 0.6% 39
2020
Q1 		$1.51M Hold
39,855
– – 0.7% 36
2019
Q4 		$1.54M Buy
+39,855
New +$1.58M 0.57% 41

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

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

CFM Wealth Partners reduced its Walmart Inc (WMT) stake by 1.7% in Q2 2026, selling an estimated $124K and leaving 56,586 shares worth $6.41M. The position accounts for 0.82% of the portfolio, ranked #31.

CFM Wealth Partners first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.16M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • CFM Wealth Partners held 56,586 shares of Walmart Inc worth $6.41M as of Q2 2026.
  • CFM Wealth Partners sold 997 Walmart Inc shares in Q2 2026, an estimated $124K.
  • Walmart Inc made up 0.82% of CFM Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • CFM Wealth Partners first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Walmart Inc position peaked at $7.16M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.