Daymark Wealth Partners’s Walmart Inc WMT Stock Holding History

Daymark 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 Q1	$19.5M	Sell	156,937 -1,058	-0.7%	-$130K	0.61%	35
2025 Q4	$17.6M	Buy	157,995 +2,365	+2%	+$254K	0.56%	41
2025 Q3	$16M	Buy	155,630 +10,877	+8%	+$1.08M	0.54%	44
2025 Q2	$14.2M	Sell	144,753 -937	-0.6%	-$89.3K	0.54%	44
2025 Q1	$12.8M	Sell	145,690 -97	-0.1%	-$9.1K	0.55%	44
2024 Q4	$13.2M	Sell	145,787 -3,872	-3%	-$336K	0.56%	42
2024 Q3	$12.1M	Buy	149,659 +6,023	+4%	+$442K	0.51%	45
2024 Q2	$9.73M	Buy	143,636 +12,691	+10%	+$799K	0.45%	48
2024 Q1	$7.88M	Buy	130,945 +304	+0.2%	+$17.4K	0.42%	54
2023 Q4	$6.87M	Buy	130,641 +9,030	+7%	+$478K	0.42%	52
2023 Q3	$6.48M	Buy	121,611 +72,240	+146%	+$3.84M	0.45%	53
2023 Q2	$2.59M	Buy	49,371 +21,726	+79%	+$1.1M	0.19%	102
2023 Q1	$1.36M	Buy	27,645 +7,344	+36%	+$349K	0.18%	103
2022 Q4	$959K	Buy	+20,301	New	+$964K	0.17%	98

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daymark Wealth Partners's WMT Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Walmart Inc (WMT) stake by 0.67% in Q1 2026, selling an estimated $130K and leaving 156,937 shares worth $19.5M. The position accounts for 0.61% of the portfolio, ranked #35.

Daymark Wealth Partners first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Daymark Wealth Partners held 156,937 shares of Walmart Inc worth $19.5M as of Q1 2026.
Daymark Wealth Partners sold 1,058 Walmart Inc shares in Q1 2026, an estimated $130K.
Walmart Inc made up 0.61% of Daymark Wealth Partners's portfolio in Q1 2026, its #35 holding.
Daymark Wealth Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.