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FAS Wealth Partners’s Walmart Inc WMT Stock Holding History

FAS 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
Q1 		$11.9M Buy
95,876
+1,239
+1% +$152K 0.74% 34
2025
Q4 		$10.5M Buy
94,637
+5,950
+7% +$639K 0.68% 36
2025
Q3 		$9.14M Buy
88,687
+2,500
+3% +$249K 0.62% 38
2025
Q2 		$8.43M Buy
86,187
+2,678
+3% +$255K 0.62% 38
2025
Q1 		$7.33M Buy
83,509
+5,079
+6% +$476K 0.6% 41
2024
Q4 		$7.09M Buy
78,430
+1,091
+1% +$94.7K 0.6% 40
2024
Q3 		$6.25M Buy
77,339
+1,530
+2% +$112K 0.5% 45
2024
Q2 		$5.13M Buy
75,809
+2,259
+3% +$142K 0.44% 49
2024
Q1 		$4.43M Buy
73,550
+851
+1% +$48.7K 0.39% 57
2023
Q4 		$3.82M Buy
72,699
+6,192
+9% +$328K 0.36% 58
2023
Q3 		$3.55M Buy
66,507
+1,743
+3% +$92.8K 0.38% 56
2023
Q2 		$3.39M Sell
64,764
-258
-0.4% -$13K 0.43% 50
2023
Q1 		$3.2M Buy
65,022
+663
+1% +$31.5K 0.35% 59
2022
Q4 		$3.04M Buy
64,359
+3,885
+6% +$184K 0.34% 65
2022
Q3 		$2.62M Buy
60,474
+5,970
+11% +$262K 0.29% 56
2022
Q2 		$2.21M Buy
54,504
+5,538
+11% +$255K 0.23% 71
2022
Q1 		$2.43M Buy
48,966
+5,190
+12% +$244K 0.23% 69
2021
Q4 		$2.11M Buy
43,776
+7,953
+22% +$380K 0.19% 81
2021
Q3 		$1.66M Buy
35,823
+2,658
+8% +$128K 0.16% 88
2021
Q2 		$1.56M Buy
33,165
+2,940
+10% +$137K 0.15% 95
2021
Q1 		$1.37M Buy
30,225
+864
+3% +$40K 0.14% 99
2020
Q4 		$1.41M Buy
29,361
+957
+3% +$46.5K 0.16% 94
2020
Q3 		$1.32M Buy
28,404
+618
+2% +$27.5K 0.18% 91
2020
Q2 		$1.11M Sell
27,786
-267
-1% -$11K 0.16% 97
2020
Q1 		$1.06M Buy
28,053
+1,350
+5% +$51.9K 0.19% 92
2019
Q4 		$1.06M Sell
26,703
-3,171
-11% -$126K 0.18% 88
2019
Q3 		$1.18M Sell
29,874
-2,037
-6% -$76.9K 0.21% 77
2019
Q2 		$1.18M Buy
31,911
+5,049
+19% +$174K 0.22% 76
2019
Q1 		$873K Buy
26,862
+5,550
+26% +$180K 0.17% 94
2018
Q4 		$662K Buy
21,312
+435
+2% +$13.9K 0.15% 103
2018
Q3 		$654K Buy
20,877
+495
+2% +$15.1K 0.15% 89
2018
Q2 		$582K Buy
20,382
+102
+0.5% +$2.9K 0.16% 94
2018
Q1 		$601K Buy
20,280
+315
+2% +$10.1K 0.17% 94
2017
Q4 		$657K Buy
19,965
+45
+0.2% +$1.38K 0.17% 82
2017
Q3 		$519K Buy
19,920
+1,260
+7% +$33.1K 0.14% 97
2017
Q2 		$471K Buy
18,660
+36
+0.2% +$914 0.14% 97
2017
Q1 		$447K Sell
18,624
-2,352
-11% -$54.1K 0.14% 104
2016
Q4 		$483K Buy
20,976
+21
+0.1% +$490 0.14% 92
2016
Q3 		$504K Sell
20,955
-63
-0.3% -$1.53K 0.17% 79
2016
Q2 		$512K Sell
21,018
-4,605
-18% -$107K 0.19% 74
2016
Q1 		$585K Buy
25,623
+1,716
+7% +$37.6K 0.3% 40
2015
Q4 		$489K Buy
23,907
+5,100
+27% +$102K 0.24% 62
2015
Q3 		$406K Buy
18,807
+168
+0.9% +$3.85K 0.23% 56
2015
Q2 		$441K Buy
18,639
+1,425
+8% +$36.3K 0.22% 53
2015
Q1 		$472K Buy
17,214
+96
+0.6% +$2.72K 0.24% 43
2014
Q4 		$490K Hold
17,118
– – 0.26% 43
2014
Q3 		$436K Buy
17,118
+390
+2% +$9.85K 0.25% 38
2014
Q2 		$419K Sell
16,728
-462
-3% -$11.9K 0.24% 41
2014
Q1 		$438K Buy
17,190
+375
+2% +$9.42K 0.3% 34
2013
Q4 		$441K Buy
+16,815
New +$434K 0.26% 32

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FAS Wealth Partners's WMT Position: Q1 2026 in Review

FAS Wealth Partners increased its Walmart Inc (WMT) stake by 1.3% in Q1 2026, buying an estimated $152K and bringing the position to 95,876 shares worth $11.9M. The position accounts for 0.74% of the portfolio, ranked #34.

FAS Wealth Partners first reported a position in WMT in Q4 2013 and has held it in 50 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • FAS Wealth Partners held 95,876 shares of Walmart Inc worth $11.9M as of Q1 2026.
  • FAS Wealth Partners bought 1,239 Walmart Inc shares in Q1 2026, an estimated $152K.
  • Walmart Inc made up 0.74% of FAS Wealth Partners's portfolio in Q1 2026, its #34 holding.
  • FAS Wealth Partners first reported a position in Walmart Inc in Q4 2013 and has held it in 50 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.