Edgestream Partners’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.43M | Buy |
83,261
+50,078
| +151% | +$6.22M | 0.28% | 76 |
|
|
2026
Q1 | $4.12M | Buy |
33,183
+2,037
| +7% | +$250K | 0.14% | 295 |
|
|
2025
Q4 | $3.47M | Buy |
+31,146
| New | +$3.34M | 0.1% | 377 |
|
|
2025
Q3 | – | Sell |
-25,684
| Closed | -$2.51M | – | 1085 |
|
|
2025
Q2 | $2.51M | Buy |
+25,684
| New | +$2.45M | 0.07% | 479 |
|
|
2025
Q1 | – | Sell |
-25,112
| Closed | -$2.27M | – | 1105 |
|
|
2024
Q4 | $2.27M | Sell |
25,112
-2,063
| -8% | -$179K | 0.1% | 373 |
|
|
2024
Q3 | $2.19M | Sell |
27,175
-109
| -0.4% | -$8.01K | 0.1% | 376 |
|
|
2024
Q2 | $1.85M | Sell |
27,284
-42,861
| -61% | -$2.7M | 0.09% | 359 |
|
|
2024
Q1 | $4.22M | Buy |
70,145
+13,277
| +23% | +$760K | 0.21% | 154 |
|
|
2023
Q4 | $2.99M | Buy |
56,868
+32,223
| +131% | +$1.7M | 0.22% | 140 |
|
|
2023
Q3 | $1.31M | Buy |
24,645
+12,867
| +109% | +$685K | 0.1% | 310 |
|
|
2023
Q2 | $617K | Sell |
11,778
-4,734
| -29% | -$239K | 0.06% | 481 |
|
|
2023
Q1 | $812K | Sell |
16,512
-13,101
| -44% | -$622K | 0.09% | 332 |
|
|
2022
Q4 | $1.4M | Buy |
29,613
+18,210
| +160% | +$865K | 0.16% | 209 |
|
|
2022
Q3 | $493K | Sell |
11,403
-108,099
| -90% | -$4.74M | 0.04% | 342 |
|
|
2022
Q2 | $4.84M | Buy |
+119,502
| New | +$5.51M | 0.38% | 71 |
|
|
2022
Q1 | – | Sell |
-98,346
| Closed | -$4.74M | – | 649 |
|
|
2021
Q4 | $4.74M | Buy |
98,346
+78,726
| +401% | +$3.76M | 0.3% | 101 |
|
|
2021
Q3 | $912K | Buy |
+19,620
| New | +$945K | 0.06% | 328 |
|
|
2021
Q2 | – | Sell |
-409,995
| Closed | -$18.6M | – | 543 |
|
|
2021
Q1 | $18.6M | Buy |
+409,995
| New | +$19M | 1.04% | 11 |
|
|
2020
Q2 | – | Sell |
-29,643
| Closed | -$1.12M | – | 335 |
|
|
2020
Q1 | $1.12M | Sell |
29,643
-5,172
| -15% | -$199K | 0.1% | 192 |
|
|
2019
Q4 | $1.38M | Buy |
34,815
+6,879
| +25% | +$273K | 0.07% | 210 |
|
|
2019
Q3 | $1.1M | Buy |
27,936
+4,965
| +22% | +$187K | 0.11% | 176 |
|
|
2019
Q2 | $846K | Sell |
22,971
-77,625
| -77% | -$2.68M | 0.1% | 154 |
|
|
2019
Q1 | $3.27M | Buy |
100,596
+50,817
| +102% | +$1.65M | 0.48% | 70 |
|
|
2018
Q4 | $1.55M | Sell |
49,779
-49,824
| -50% | -$1.6M | 0.27% | 112 |
|
|
2018
Q3 | $3.12M | Buy |
99,603
+85,248
| +594% | +$2.61M | 0.53% | 72 |
|
|
2018
Q2 | $410K | Buy |
+14,355
| New | +$408K | 0.08% | 209 |
|
|
2018
Q1 | – | Sell |
-12,345
| Closed | -$406K | – | 265 |
|
|
2017
Q4 | $406K | Buy |
+12,345
| New | +$378K | 0.49% | 53 |
|
|
2017
Q1 | – | Sell |
-19,614
| Closed | -$452K | – | 146 |
|
|
2016
Q4 | $452K | Buy |
+19,614
| New | +$458K | 0.94% | 35 |
|
|
2015
Q2 | – | Sell |
-27,612
| Closed | -$757K | – | 128 |
|
|
2015
Q1 | $757K | Buy |
27,612
+14,754
| +115% | +$419K | 0.99% | 30 |
|
|
2014
Q4 | $369K | Buy |
+12,858
| New | +$347K | 0.84% | 41 |
|
|
2014
Q3 | – | Sell |
-24,243
| Closed | -$607K | – | 92 |
|
|
2014
Q2 | $607K | Sell |
24,243
-43,500
| -64% | -$1.12M | 0.39% | 53 |
|
|
2014
Q1 | $1.73M | Buy |
67,743
+46,155
| +214% | +$1.16M | 1.84% | 16 |
|
|
2013
Q4 | $566K | Buy |
+21,588
| New | +$558K | 1.22% | 21 |
|
Other funds holding WMT
Edgestream Partners's WMT Position: Q2 2026 in Review
Edgestream Partners increased its Walmart Inc (WMT) stake by 151% in Q2 2026, buying an estimated $6.22M and bringing the position to 83,261 shares worth $9.43M. The position accounts for 0.28% of the portfolio, ranked #76.
Edgestream Partners first reported a position in WMT in Q4 2013 and has held it in 33 quarters since. The position peaked at $18.6M in Q1 2021. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Edgestream Partners held 83,261 shares of Walmart Inc worth $9.43M as of Q2 2026.
- Edgestream Partners bought 50,078 Walmart Inc shares in Q2 2026, an estimated $6.22M.
- Walmart Inc made up 0.28% of Edgestream Partners's portfolio in Q2 2026, its #76 holding.
- Edgestream Partners first reported a position in Walmart Inc in Q4 2013 and has held it in 33 quarters since.
- Edgestream Partners's Walmart Inc position peaked at $18.6M in Q1 2021.
- 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.