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E-Wealth Partners’s Walmart Inc WMT Stock Holding History

E-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 		$366K Sell
3,232
-89
-3% -$11K 0.26% 44
2026
Q1 		$413K Buy
3,321
+166
+5% +$20.4K 0.33% 41
2025
Q4 		$351K Buy
+3,155
New +$339K 0.3% 45

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

E-Wealth Partners's WMT Position: Q2 2026 in Review

E-Wealth Partners reduced its Walmart Inc (WMT) stake by 2.7% in Q2 2026, selling an estimated $11K and leaving 3,232 shares worth $366K. The position accounts for 0.26% of the portfolio, ranked #44.

E-Wealth Partners first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $413K in Q1 2026. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • E-Wealth Partners held 3,232 shares of Walmart Inc worth $366K as of Q2 2026.
  • E-Wealth Partners sold 89 Walmart Inc shares in Q2 2026, an estimated $11K.
  • Walmart Inc made up 0.26% of E-Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • E-Wealth Partners first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • E-Wealth Partners's Walmart Inc position peaked at $413K in Q1 2026.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.