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 Q3	$1.43M	Sell	13,785 -1,282	-9%	-$141K	0.24%	87
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Interchange Capital Partners's WMT Position: Q3 2026 in Review

Interchange Capital Partners reduced its Walmart Inc (WMT) stake by 8.5% in Q3 2026, selling an estimated $141K and leaving 13,785 shares worth $1.43M. The position accounts for 0.24% of the portfolio, ranked #87.

Interchange Capital Partners first reported a position in WMT in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.71M in Q2 2026. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Interchange Capital Partners held 13,785 shares of Walmart Inc worth $1.43M as of Q3 2026.
Interchange Capital Partners sold 1,282 Walmart Inc shares in Q3 2026, an estimated $141K.
Walmart Inc made up 0.24% of Interchange Capital Partners's portfolio in Q3 2026, its #87 holding.
Interchange Capital Partners first reported a position in Walmart Inc in Q4 2020 and has held it in 11 quarters since.
Interchange Capital Partners's Walmart Inc position peaked at $1.71M in Q2 2026.
2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.