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Highline Wealth Partners’s Walmart Inc WMT Stock Holding History

Highline 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 		$190K Buy
1,677
+164
+11% +$20.4K 0.04% 116
2026
Q1 		$188K Buy
1,513
+99
+7% +$12.2K 0.05% 84
2025
Q4 		$157K Buy
1,414
+207
+17% +$22.2K 0.04% 75
2025
Q3 		$124K Sell
1,207
-21
-2% -$2.09K 0.03% 114
2025
Q2 		$120K Buy
1,228
+295
+32% +$28.1K 0.04% 109
2025
Q1 		$81.9K Buy
933
+61
+7% +$5.72K 0.03% 114
2024
Q4 		$78.8K Buy
872
+272
+45% +$23.6K 0.03% 110
2024
Q3 		$48.4K Buy
600
+38
+7% +$2.79K 0.02% 132
2024
Q2 		$38K Sell
562
-181
-24% -$11.4K 0.01% 142
2024
Q1 		$44.7K Buy
743
+197
+36% +$11.3K 0.02% 142
2023
Q4 		$28.6K Hold
546
– – 0.01% 142
2023
Q3 		$29K Hold
546
– – 0.02% 130
2023
Q2 		$28.5K Buy
546
+6
+1% +$303 0.02% 119
2023
Q1 		$26.6K Hold
540
– – 0.02% 121
2022
Q4 		$25.5K Hold
540
– – 0.02% 120
2022
Q3 		$23.3K Buy
+540
New +$23.7K 0.02% 110

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Highline Wealth Partners increased its Walmart Inc (WMT) stake by 11% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,677 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #116.

Highline Wealth Partners first reported a position in WMT in Q3 2022 and has held it in 16 quarters since. 1,810 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Highline Wealth Partners held 1,677 shares of Walmart Inc worth $190K as of Q2 2026.
  • Highline Wealth Partners bought 164 Walmart Inc shares in Q2 2026, an estimated $20.4K.
  • Walmart Inc made up 0.04% of Highline Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • Highline Wealth Partners first reported a position in Walmart Inc in Q3 2022 and has held it in 16 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.