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Curran Financial Partners’s Walmart Inc WMT Stock Holding History

Curran Financial 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
Q1 		$566K Buy
4,551
+322
+8% +$39.5K 0.1% 81
2025
Q4 		$471K Sell
4,229
-223
-5% -$23.9K 0.09% 86
2025
Q3 		$459K Sell
4,452
-405
-8% -$40.3K 0.09% 94
2025
Q2 		$475K Buy
4,857
+353
+8% +$33.6K 0.1% 85
2025
Q1 		$395K Buy
4,504
+1,079
+32% +$101K 0.1% 71
2024
Q4 		$309K Buy
3,425
+124
+4% +$10.8K 0.08% 76
2024
Q3 		$267K Sell
3,301
-300
-8% -$22K 0.08% 81
2024
Q2 		$244K Buy
3,601
+244
+7% +$15.4K 0.08% 78
2024
Q1 		$202K Buy
+3,357
New +$192K 0.07% 81

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curran Financial Partners's WMT Position: Q1 2026 in Review

Curran Financial Partners increased its Walmart Inc (WMT) stake by 7.6% in Q1 2026, buying an estimated $39.5K and bringing the position to 4,551 shares worth $566K. The position accounts for 0.1% of the portfolio, ranked #81.

Curran Financial Partners first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Curran Financial Partners held 4,551 shares of Walmart Inc worth $566K as of Q1 2026.
  • Curran Financial Partners bought 322 Walmart Inc shares in Q1 2026, an estimated $39.5K.
  • Walmart Inc made up 0.1% of Curran Financial Partners's portfolio in Q1 2026, its #81 holding.
  • Curran Financial Partners first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.