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Fiduciary Wealth Partners’s Walmart Inc WMT Stock Holding History

Fiduciary 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 		$295K Buy
2,608
+70
+3% +$8.69K 0.16% 50
2026
Q1 		$315K Sell
2,538
-400
-14% -$49.1K 0.21% 41
2025
Q4 		$327K Sell
2,938
-125
-4% -$13.4K 0.13% 65
2025
Q3 		$316K Buy
+3,063
New +$305K 0.13% 66

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Fiduciary Wealth Partners increased its Walmart Inc (WMT) stake by 2.8% in Q2 2026, buying an estimated $8.69K and bringing the position to 2,608 shares worth $295K. The position accounts for 0.16% of the portfolio, ranked #50.

Fiduciary Wealth Partners first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $327K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fiduciary Wealth Partners held 2,608 shares of Walmart Inc worth $295K as of Q2 2026.
  • Fiduciary Wealth Partners bought 70 Walmart Inc shares in Q2 2026, an estimated $8.69K.
  • Walmart Inc made up 0.16% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Fiduciary Wealth Partners first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Fiduciary Wealth Partners's Walmart Inc position peaked at $327K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.