CWP
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Curated Wealth Partners’s Walmart Inc WMT Stock Holding History

Curated 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 		$489K Buy
4,315
+1,102
+34% +$137K 0.06% 108
2026
Q1 		$399K Buy
3,213
+807
+34% +$99.1K 0.05% 126
2025
Q4 		$268K Sell
2,406
-69
-3% -$7.41K 0.03% 171
2025
Q3 		$255K Sell
2,475
-457
-16% -$45.5K 0.03% 129
2025
Q2 		$287K Buy
2,932
+9
+0.3% +$857 0.03% 129
2025
Q1 		$257K Buy
+2,923
New +$274K 0.03% 134

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 $3.37T AUM 44.26% 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

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

Curated Wealth Partners increased its Walmart Inc (WMT) stake by 34% in Q2 2026, buying an estimated $137K and bringing the position to 4,315 shares worth $489K. The position accounts for 0.06% of the portfolio, ranked #108.

Curated Wealth Partners first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. 4,408 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Curated Wealth Partners held 4,315 shares of Walmart Inc worth $489K as of Q2 2026.
  • Curated Wealth Partners bought 1,102 Walmart Inc shares in Q2 2026, an estimated $137K.
  • Walmart Inc made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #108 holding.
  • Curated Wealth Partners first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • 4,408 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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