Core Wealth Partners’s Walmart Inc WMT Stock Holding History

Core 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	$1.61M	Sell	14,226 -3,354	-19%	-$416K	0.69%	37
2026 Q1	$2.18M	Sell	17,580 -940	-5%	-$115K	1.02%	28
2025 Q4	$2.06M	Sell	18,520 -1,171	-6%	-$126K	0.93%	31
2025 Q3	$2.03M	Buy	19,691 +1,166	+6%	+$116K	0.93%	35
2025 Q2	$1.81M	Buy	18,525 +3,543	+24%	+$338K	0.92%	35
2025 Q1	$1.32M	Buy	14,982 +941	+7%	+$88.3K	0.76%	32
2024 Q4	$1.27M	Buy	14,041 +2,136	+18%	+$185K	0.73%	34
2024 Q3	$961K	Buy	11,905 +2,345	+25%	+$172K	0.58%	46
2024 Q2	$647K	Sell	9,560 -1,476	-13%	-$92.9K	0.44%	52
2024 Q1	$664K	Buy	11,036 +194	+2%	+$11.1K	0.5%	48
2023 Q4	$570K	Buy	10,842 +300	+3%	+$15.9K	0.47%	51
2023 Q3	$562K	Sell	10,542 -444	-4%	-$23.6K	0.51%	45
2023 Q2	$576K	Hold	10,986	–	–	0.53%	47
2023 Q1	$540K	Sell	10,986 -123,585	-92%	-$5.87M	0.54%	48
2022 Q4	$704K	Buy	+134,571	New	+$6.39M	0.79%	36

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Core Wealth Partners reduced its Walmart Inc (WMT) stake by 19% in Q2 2026, selling an estimated $416K and leaving 14,226 shares worth $1.61M. The position accounts for 0.69% of the portfolio, ranked #37.

Core Wealth Partners first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.18M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Core Wealth Partners held 14,226 shares of Walmart Inc worth $1.61M as of Q2 2026.
Core Wealth Partners sold 3,354 Walmart Inc shares in Q2 2026, an estimated $416K.
Walmart Inc made up 0.69% of Core Wealth Partners's portfolio in Q2 2026, its #37 holding.
Core Wealth Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's Walmart Inc position peaked at $2.18M in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.