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 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	-$67.5K	–	696
2024 Q1	$67.5K	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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Impact Partnership Wealth's WMT Position: Q1 2026 in Review

Impact Partnership Wealth increased its Walmart Inc (WMT) stake by 1.9% in Q1 2026, buying an estimated $72.4K and bringing the position to 31,726 shares worth $3.94M. The position accounts for 0.49% of the portfolio, ranked #30.

Impact Partnership Wealth first reported a position in WMT in Q2 2023 and has held it in 10 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Impact Partnership Wealth held 31,726 shares of Walmart Inc worth $3.94M as of Q1 2026.
Impact Partnership Wealth bought 590 Walmart Inc shares in Q1 2026, an estimated $72.4K.
Walmart Inc made up 0.49% of Impact Partnership Wealth's portfolio in Q1 2026, its #30 holding.
Impact Partnership Wealth first reported a position in Walmart Inc in Q2 2023 and has held it in 10 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.