Invenio Wealth Partners’s Walmart Inc WMT Stock Holding History

Invenio 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	$797K	Buy	7,035 +193	+3%	+$24K	0.29%	44
2026 Q1	$850K	Sell	6,842 -580	-8%	-$71.2K	0.34%	37
2025 Q4	$827K	Sell	7,422 -265	-3%	-$28.5K	0.31%	41
2025 Q3	$792K	Buy	7,687 +741	+11%	+$73.8K	0.29%	46
2025 Q2	$679K	Buy	6,946 +364	+6%	+$34.7K	0.27%	47
2025 Q1	$578K	Buy	6,582 +1,194	+22%	+$112K	0.24%	49
2024 Q4	$487K	Sell	5,388 -351	-6%	-$30.5K	0.2%	53
2024 Q3	$463K	Sell	5,739 -84	-1%	-$6.17K	0.2%	56
2024 Q2	$394K	Sell	5,823 -165	-3%	-$10.4K	0.2%	55
2024 Q1	$360K	Buy	+5,988	New	+$343K	0.19%	62

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Invenio Wealth Partners increased its Walmart Inc (WMT) stake by 2.8% in Q2 2026, buying an estimated $24K and bringing the position to 7,035 shares worth $797K. The position accounts for 0.29% of the portfolio, ranked #44.

Invenio Wealth Partners first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $850K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Invenio Wealth Partners held 7,035 shares of Walmart Inc worth $797K as of Q2 2026.
Invenio Wealth Partners bought 193 Walmart Inc shares in Q2 2026, an estimated $24K.
Walmart Inc made up 0.29% of Invenio Wealth Partners's portfolio in Q2 2026, its #44 holding.
Invenio Wealth Partners first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Invenio Wealth Partners's Walmart Inc position peaked at $850K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.