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Gateway Wealth Partners’s Walmart Inc WMT Stock Holding History

Gateway 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 		$2.4M Sell
21,229
-15,740
-43% -$1.95M 0.14% 174
2026
Q1 		$4.59M Buy
36,969
+25,421
+220% +$3.12M 0.18% 143
2025
Q4 		$1.29M Buy
11,548
+2,626
+29% +$282K 0.14% 156
2025
Q3 		$920K Buy
8,922
+1,770
+25% +$176K 0.12% 168
2025
Q2 		$699K Buy
7,152
+82
+1% +$7.81K 0.13% 167
2025
Q1 		$621K Buy
7,070
+3,267
+86% +$306K 0.14% 154
2024
Q4 		$344K Sell
3,803
-208
-5% -$18K 0.09% 209
2024
Q3 		$324K Buy
4,011
+79
+2% +$5.8K 0.09% 200
2024
Q2 		$266K Buy
3,932
+81
+2% +$5.1K 0.08% 220
2024
Q1 		$232K Sell
3,851
-748
-16% -$42.8K 0.08% 207
2023
Q4 		$242K Sell
4,599
-2,259
-33% -$120K 0.1% 183
2023
Q3 		$366K Sell
6,858
-1,341
-16% -$71.4K 0.07% 161
2023
Q2 		$430K Buy
8,199
+384
+5% +$19.4K 0.08% 138
2023
Q1 		$384K Sell
7,815
-813
-9% -$38.6K 0.06% 146
2022
Q4 		$408K Buy
+8,628
New +$410K 0.07% 125

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

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

Gateway Wealth Partners reduced its Walmart Inc (WMT) stake by 43% in Q2 2026, selling an estimated $1.95M and leaving 21,229 shares worth $2.4M. The position accounts for 0.14% of the portfolio, ranked #174.

Gateway Wealth Partners first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.59M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Gateway Wealth Partners held 21,229 shares of Walmart Inc worth $2.4M as of Q2 2026.
  • Gateway Wealth Partners sold 15,740 Walmart Inc shares in Q2 2026, an estimated $1.95M.
  • Walmart Inc made up 0.14% of Gateway Wealth Partners's portfolio in Q2 2026, its #174 holding.
  • Gateway Wealth Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's Walmart Inc position peaked at $4.59M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.