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Essential Investment Partners’s Walmart Inc WMT Stock Holding History

Essential Investment 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 		$340K Sell
3,000
-100
-3% -$12.4K 0.27% 77
2026
Q1 		$385K Sell
3,100
-100
-3% -$12.3K 0.36% 66
2025
Q4 		$357K Buy
+3,200
New +$344K 0.34% 67

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Essential Investment Partners's WMT Position: Q2 2026 in Review

Essential Investment Partners reduced its Walmart Inc (WMT) stake by 3.2% in Q2 2026, selling an estimated $12.4K and leaving 3,000 shares worth $340K. The position accounts for 0.27% of the portfolio, ranked #77.

Essential Investment Partners first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $385K in Q1 2026. 1,201 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Essential Investment Partners held 3,000 shares of Walmart Inc worth $340K as of Q2 2026.
  • Essential Investment Partners sold 100 Walmart Inc shares in Q2 2026, an estimated $12.4K.
  • Walmart Inc made up 0.27% of Essential Investment Partners's portfolio in Q2 2026, its #77 holding.
  • Essential Investment Partners first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Walmart Inc position peaked at $385K in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.