Impact Partnership Wealth’s Walmart Inc WMT Stock Holding History

Impact Partnership Wealth’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	$1.93M	Buy	18,555 +1,530	+9%	+$168K	0.17%	94
2026 Q2	$1.93M	Sell	17,025 -14,701	-46%	-$1.83M	0.19%	82
2026 Q1	$3.94M	Buy	31,726 +590	+2%	+$72.4K	0.49%	30
2025 Q4	$3.47M	Buy	31,136 +13,733	+79%	+$1.47M	0.44%	27
2025 Q3	$1.79M	Buy	17,403 +3,226	+23%	+$321K	0.27%	37
2025 Q2	$1.39M	Buy	14,177 +1,807	+15%	+$172K	0.26%	39
2025 Q1	$1.09M	Buy	12,370 +8,366	+209%	+$785K	0.23%	45
2024 Q4	$362K	Buy	+4,004	New	+$347K	0.07%	178
2024 Q2	–	Sell	-1,121	Closed	-$67.4K	–	696
2024 Q1	$67.4K	Sell	1,121 -10	-0.9%	-$572	0.03%	292
2023 Q4	$59.4K	Sell	1,131 -3,750	-77%	-$198K	0.02%	300
2023 Q3	$260K	Buy	4,881 +2,052	+73%	+$109K	0.08%	146
2023 Q2	$148K	Buy	+2,829	New	+$143K	0.05%	161

Other funds holding WMT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 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

Impact Partnership Wealth's WMT Position: Q3 2026 in Review

Impact Partnership Wealth increased its Walmart Inc (WMT) stake by 9% in Q3 2026, buying an estimated $168K and bringing the position to 18,555 shares worth $1.93M. The position accounts for 0.17% of the portfolio, ranked #94.

Impact Partnership Wealth first reported a position in WMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.94M in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Impact Partnership Wealth held 18,555 shares of Walmart Inc worth $1.93M as of Q3 2026.
Impact Partnership Wealth bought 1,530 Walmart Inc shares in Q3 2026, an estimated $168K.
Walmart Inc made up 0.17% of Impact Partnership Wealth's portfolio in Q3 2026, its #94 holding.
Impact Partnership Wealth first reported a position in Walmart Inc in Q2 2023 and has held it in 12 quarters since.
Impact Partnership Wealth's Walmart Inc position peaked at $3.94M in Q1 2026.
3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.