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Family Wealth Partners’s Walmart Inc WMT Stock Holding History

Family 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 		$437K Sell
3,855
-900
-19% -$112K 0.13% 67
2026
Q1 		$591K Buy
4,755
+596
+14% +$73.2K 0.2% 55
2025
Q4 		$463K Buy
4,159
+28
+0.7% +$3.01K 0.17% 57
2025
Q3 		$426K Buy
+4,131
New +$411K 0.16% 56

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Family Wealth Partners reduced its Walmart Inc (WMT) stake by 19% in Q2 2026, selling an estimated $112K and leaving 3,855 shares worth $437K. The position accounts for 0.13% of the portfolio, ranked #67.

Family Wealth Partners first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $591K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Family Wealth Partners held 3,855 shares of Walmart Inc worth $437K as of Q2 2026.
  • Family Wealth Partners sold 900 Walmart Inc shares in Q2 2026, an estimated $112K.
  • Walmart Inc made up 0.13% of Family Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Family Wealth Partners first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Family Wealth Partners's Walmart Inc position peaked at $591K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.