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Golden State Equity Partners’s Walmart Inc WMT Stock Holding History

Golden State Equity 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 		$73K Sell
645
-67,604
-99% -$8.39M 0.2% 67
2026
Q1 		$8.48M Buy
68,249
+19,667
+40% +$2.41M 0.64% 23
2025
Q4 		$5.41M Buy
48,582
+1,467
+3% +$158K 0.87% 17
2025
Q3 		$4.86M Sell
47,115
-792
-2% -$78.8K 0.82% 20
2025
Q2 		$4.68M Buy
47,907
+686
+1% +$65.4K 0.87% 18
2025
Q1 		$4.15M Sell
47,221
-3,197
-6% -$300K 0.82% 19
2024
Q4 		$4.56M Buy
50,418
+39,159
+348% +$3.4M 0.87% 16
2024
Q3 		$913K Sell
11,259
-37,425
-77% -$2.75M 0.48% 39
2024
Q2 		$3.3M Buy
+48,684
New +$3.07M 0.69% 25
2023
Q4 		$2.71M Sell
51,663
-7,077
-12% -$374K 0.66% 35
2023
Q3 		$3.13M Buy
58,740
+6,417
+12% +$341K 0.87% 22
2023
Q2 		$2.74M Sell
52,323
-3,846
-7% -$194K 0.77% 27
2023
Q1 		$2.76M Buy
+56,169
New +$2.67M 1.49% 12
2022
Q1 		$2.46M Buy
49,524
+27,072
+121% +$1.27M 1.24% 20
2021
Q4 		$1.08M Sell
22,452
-29,820
-57% -$1.42M 0.55% 45
2021
Q3 		$2.43M Buy
52,272
+2,274
+5% +$110K 0.99% 24
2021
Q2 		$2.35M Buy
49,998
+24,249
+94% +$1.13M 0.91% 25
2021
Q1 		$1.17M Sell
25,749
-10,617
-29% -$492K 0.67% 41
2020
Q4 		$1.75M Buy
+36,366
New +$1.77M 1.2% 17

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Golden State Equity Partners's WMT Position: Q2 2026 in Review

Golden State Equity Partners reduced its Walmart Inc (WMT) stake by 99% in Q2 2026, selling an estimated $8.39M and leaving 645 shares worth $73K. The position accounts for 0.2% of the portfolio, ranked #67.

Golden State Equity Partners first reported a position in WMT in Q4 2020 and has held it in 19 quarters since. The position peaked at $8.48M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Golden State Equity Partners held 645 shares of Walmart Inc worth $73K as of Q2 2026.
  • Golden State Equity Partners sold 67,604 Walmart Inc shares in Q2 2026, an estimated $8.39M.
  • Walmart Inc made up 0.2% of Golden State Equity Partners's portfolio in Q2 2026, its #67 holding.
  • Golden State Equity Partners first reported a position in Walmart Inc in Q4 2020 and has held it in 19 quarters since.
  • Golden State Equity Partners's Walmart Inc position peaked at $8.48M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.