Guardian Partners’s Walmart Inc WMT Stock Holding History

Guardian 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 Q3	$10.3M	Buy	99,563 +8,045	+9%	+$883K	0.92%	31
2026 Q2	$10.4M	Sell	91,518 -29,781	-25%	-$3.7M	0.94%	30
2026 Q1	$15.1M	Sell	121,299 -3,802	-3%	-$467K	1.26%	26
2025 Q4	$16M	Sell	125,101 -2,820	-2%	-$303K	1.28%	22
2025 Q3	$13M	Sell	127,921 -5,704	-4%	-$568K	1.1%	26
2025 Q2	$12.9M	Sell	133,625 -5,035	-4%	-$480K	1.16%	26
2025 Q1	$13.2M	Sell	138,660 -8,971	-6%	-$842K	1.36%	26
2024 Q4	$13.6M	Buy	+147,631	New	+$12.8M	1.38%	19

Other funds holding WMT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Guardian Partners's WMT Position: Q3 2026 in Review

Guardian Partners increased its Walmart Inc (WMT) stake by 8.8% in Q3 2026, buying an estimated $883K and bringing the position to 99,563 shares worth $10.3M. The position accounts for 0.92% of the portfolio, ranked #31.

Guardian Partners first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $16M in Q4 2025. 3,512 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Guardian Partners held 99,563 shares of Walmart Inc worth $10.3M as of Q3 2026.
Guardian Partners bought 8,045 Walmart Inc shares in Q3 2026, an estimated $883K.
Walmart Inc made up 0.92% of Guardian Partners's portfolio in Q3 2026, its #31 holding.
Guardian Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Walmart Inc position peaked at $16M in Q4 2025.
3,512 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.