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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
Q2 		$25.3M Buy
223,260
+66,323
+42% +$8.23M 0.62% 37
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
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

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

Daymark Wealth Partners increased its Walmart Inc (WMT) stake by 42% in Q2 2026, buying an estimated $8.23M and bringing the position to 223,260 shares worth $25.3M. The position accounts for 0.62% of the portfolio, ranked #37.

Daymark Wealth Partners first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Daymark Wealth Partners held 223,260 shares of Walmart Inc worth $25.3M as of Q2 2026.
  • Daymark Wealth Partners bought 66,323 Walmart Inc shares in Q2 2026, an estimated $8.23M.
  • Walmart Inc made up 0.62% of Daymark Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • Daymark Wealth Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.