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Concord Wealth Partners’s Walmart Inc WMT Stock Holding History

Concord 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 		$3.15M Sell
27,789
-1,462
-5% -$181K 0.36% 68
2026
Q1 		$3.64M Buy
29,251
+73
+0.3% +$8.96K 0.47% 53
2025
Q4 		$3.25M Buy
29,178
+1,240
+4% +$133K 0.42% 52
2025
Q3 		$2.88M Buy
27,938
+74
+0.3% +$7.37K 0.4% 55
2025
Q2 		$2.72M Buy
27,864
+655
+2% +$62.4K 0.4% 58
2025
Q1 		$2.39M Sell
27,209
-16,001
-37% -$1.5M 0.39% 65
2024
Q4 		$3.9M Buy
43,210
+21,194
+96% +$1.84M 0.64% 36
2024
Q3 		$1.78M Buy
22,016
+4,269
+24% +$314K 0.3% 71
2024
Q2 		$1.2M Buy
17,747
+2,093
+13% +$132K 0.21% 94
2024
Q1 		$942K Buy
15,654
+1,776
+13% +$102K 0.17% 103
2023
Q4 		$729K Sell
13,878
-1,005
-7% -$53.2K 0.15% 108
2023
Q3 		$793K Sell
14,883
-102
-0.7% -$5.43K 0.17% 89
2023
Q2 		$785K Buy
14,985
+4,503
+43% +$227K 0.17% 78
2023
Q1 		$515K Buy
10,482
+2,994
+40% +$142K 0.15% 85
2022
Q4 		$354K Sell
7,488
-4,011
-35% -$190K 0.11% 112
2022
Q3 		$497K Sell
11,499
-552
-5% -$24.2K 0.16% 89
2022
Q2 		$488K Sell
12,051
-660
-5% -$30.4K 0.13% 102
2022
Q1 		$631K Sell
12,711
-831
-6% -$39K 0.16% 83
2021
Q4 		$653K Buy
13,542
+11,169
+471% +$533K 0.16% 80
2021
Q3 		$110K Sell
2,373
-6,210
-72% -$299K 0.05% 127
2021
Q2 		$403K Buy
8,583
+1,575
+22% +$73.4K 0.12% 80
2021
Q1 		$317K Buy
7,008
+6,084
+658% +$282K 0.11% 92
2020
Q4 		$44K Buy
+924
New +$44.9K 0.03% 226

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Concord Wealth Partners reduced its Walmart Inc (WMT) stake by 5% in Q2 2026, selling an estimated $181K and leaving 27,789 shares worth $3.15M. The position accounts for 0.36% of the portfolio, ranked #68.

Concord Wealth Partners first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.9M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Concord Wealth Partners held 27,789 shares of Walmart Inc worth $3.15M as of Q2 2026.
  • Concord Wealth Partners sold 1,462 Walmart Inc shares in Q2 2026, an estimated $181K.
  • Walmart Inc made up 0.36% of Concord Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • Concord Wealth Partners first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Walmart Inc position peaked at $3.9M in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.