Interchange Capital Partners’s Walmart Inc WMT Stock Holding History

Interchange Capital 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	$1.71M	Buy	15,067 +6,857	+84%	+$851K	0.32%	73
2026 Q1	$788K	Sell	8,210 -5,648	-41%	-$693K	0.25%	94
2025 Q4	$1.54M	Buy	13,858 +1,085	+8%	+$116K	0.29%	72
2025 Q3	$1.32M	Buy	12,773 +4,845	+61%	+$482K	0.26%	73
2025 Q2	$775K	Buy	7,928 +705	+10%	+$67.2K	0.18%	106
2025 Q1	$634K	Buy	7,223 +144	+2%	+$13.5K	0.18%	115
2024 Q4	$640K	Buy	7,079 +326	+5%	+$28.3K	0.23%	112
2024 Q3	$545K	Buy	6,753 +50	+0.7%	+$3.67K	0.19%	131
2024 Q2	$454K	Buy	+6,703	New	+$422K	0.17%	148
2021 Q1	–	Sell	-2,253	Closed	-$108K	–	1110
2020 Q4	$108K	Buy	+2,253	New	+$109K	0.06%	296

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Interchange Capital Partners's WMT Position: Q2 2026 in Review

Interchange Capital Partners increased its Walmart Inc (WMT) stake by 84% in Q2 2026, buying an estimated $851K and bringing the position to 15,067 shares worth $1.71M. The position accounts for 0.32% of the portfolio, ranked #73.

Interchange Capital Partners first reported a position in WMT in Q4 2020 and has held it in 10 quarters since. 1,856 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Interchange Capital Partners held 15,067 shares of Walmart Inc worth $1.71M as of Q2 2026.
Interchange Capital Partners bought 6,857 Walmart Inc shares in Q2 2026, an estimated $851K.
Walmart Inc made up 0.32% of Interchange Capital Partners's portfolio in Q2 2026, its #73 holding.
Interchange Capital Partners first reported a position in Walmart Inc in Q4 2020 and has held it in 10 quarters since.
1,856 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.