GP
WMT icon

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
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

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

Guardian Partners's WMT Position: Q2 2026 in Review

Guardian Partners reduced its Walmart Inc (WMT) stake by 25% in Q2 2026, selling an estimated $3.7M and leaving 91,518 shares worth $10.4M. The position accounts for 0.94% of the portfolio, ranked #30.

Guardian Partners first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $16M in Q4 2025. 4,409 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Guardian Partners held 91,518 shares of Walmart Inc worth $10.4M as of Q2 2026.
  • Guardian Partners sold 29,781 Walmart Inc shares in Q2 2026, an estimated $3.7M.
  • Walmart Inc made up 0.94% of Guardian Partners's portfolio in Q2 2026, its #30 holding.
  • Guardian Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's Walmart Inc position peaked at $16M in Q4 2025.
  • 4,409 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.