Essential Partners’s Walmart Inc WMT Stock Holding History

Essential 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 Q3	$162K	Sell	1,562 -7,084	-82%	-$778K	0.07%	296
2026 Q2	$979K	Sell	8,646 -796	-8%	-$98.8K	0.45%	37
2026 Q1	$1.17M	Sell	9,442 -199	-2%	-$24.4K	0.39%	58
2025 Q4	$1.07M	Buy	9,641 +2,097	+28%	+$225K	0.33%	78
2025 Q3	$777K	Buy	7,544 +5,683	+305%	+$566K	0.26%	105
2025 Q2	$182K	Buy	+1,861	New	+$177K	0.07%	290

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Essential Partners's WMT Position: Q3 2026 in Review

Essential Partners reduced its Walmart Inc (WMT) stake by 82% in Q3 2026, selling an estimated $778K and leaving 1,562 shares worth $162K. The position accounts for 0.07% of the portfolio, ranked #296.

Essential Partners first reported a position in WMT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.17M in Q1 2026. 769 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Essential Partners held 1,562 shares of Walmart Inc worth $162K as of Q3 2026.
Essential Partners sold 7,084 Walmart Inc shares in Q3 2026, an estimated $778K.
Walmart Inc made up 0.07% of Essential Partners's portfolio in Q3 2026, its #296 holding.
Essential Partners first reported a position in Walmart Inc in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Walmart Inc position peaked at $1.17M in Q1 2026.
769 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.