Focus Partners Wealth
WMT icon

Focus Partners Wealth’s Walmart Inc WMT Stock Holding History

Focus Partners Wealth’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 		$421M Sell
3,385,185
-135,670
-4% -$16.7M 0.47% 47
2025
Q4 		$389M Buy
3,520,855
+1,032,114
+41% +$111M 0.44% 44
2025
Q3 		$256M Buy
2,488,741
+97,445
+4% +$9.7M 0.41% 52
2025
Q2 		$234M Sell
2,391,296
-48,459
-2% -$4.62M 0.51% 42
2025
Q1 		$214M Sell
2,439,755
-240,553
-9% -$22.6M 0.54% 38
2024
Q4 		$242M Buy
2,680,308
+212,402
+9% +$18.4M 0.63% 30
2024
Q3 		$199M Sell
2,467,906
-1,373,846
-36% -$101M 0.63% 29
2024
Q2 		$260M Buy
3,841,752
+3,659,435
+2,007% +$230M 0.88% 18
2024
Q1 		$11M Buy
182,317
+115,135
+171% +$6.59M 0.09% 206
2023
Q4 		$3.53M Buy
+67,182
New +$3.55M 0.05% 272

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

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

Focus Partners Wealth reduced its Walmart Inc (WMT) stake by 3.9% in Q1 2026, selling an estimated $16.7M and leaving 3,385,185 shares worth $421M. The position accounts for 0.47% of the portfolio, ranked #47.

Focus Partners Wealth first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Focus Partners Wealth held 3,385,185 shares of Walmart Inc worth $421M as of Q1 2026.
  • Focus Partners Wealth sold 135,670 Walmart Inc shares in Q1 2026, an estimated $16.7M.
  • Walmart Inc made up 0.47% of Focus Partners Wealth's portfolio in Q1 2026, its #47 holding.
  • Focus Partners Wealth first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.