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
Q2 		$389M Buy
3,431,240
+46,055
+1% +$5.72M 0.4% 48
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 $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 $3.37T AUM 44.26% 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

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

Focus Partners Wealth increased its Walmart Inc (WMT) stake by 1.4% in Q2 2026, buying an estimated $5.72M and bringing the position to 3,431,240 shares worth $389M. The position accounts for 0.4% of the portfolio, ranked #48.

Focus Partners Wealth first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $421M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Focus Partners Wealth held 3,431,240 shares of Walmart Inc worth $389M as of Q2 2026.
  • Focus Partners Wealth bought 46,055 Walmart Inc shares in Q2 2026, an estimated $5.72M.
  • Walmart Inc made up 0.4% of Focus Partners Wealth's portfolio in Q2 2026, its #48 holding.
  • Focus Partners Wealth first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Walmart Inc position peaked at $421M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.