Investment Partners Asset Management’s Walmart Inc WMT Stock Holding History

Investment Partners Asset Management’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	$586K	Buy	5,177 +13	+0.3%	+$1.61K	0.33%	85
2026 Q1	$642K	Sell	5,164 -263	-5%	-$32.3K	0.4%	77
2025 Q4	$605K	Sell	5,427 -37	-0.7%	-$3.97K	0.38%	75
2025 Q3	$563K	Sell	5,464 -100	-2%	-$9.96K	0.37%	80
2025 Q2	$544K	Buy	5,564 +503	+10%	+$47.9K	0.38%	77
2025 Q1	$444K	Sell	5,061 -267	-5%	-$25K	0.35%	90
2024 Q4	$481K	Sell	5,328 -409	-7%	-$35.5K	0.38%	79
2024 Q3	$463K	Buy	5,737 +1,243	+28%	+$91.3K	0.38%	84
2024 Q2	$304K	Hold	4,494	–	–	0.27%	103
2024 Q1	$270K	Hold	4,494	–	–	0.24%	111
2023 Q4	$236K	Buy	+4,494	New	+$238K	0.24%	112

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

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

ATO

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Investment Partners Asset Management's WMT Position: Q2 2026 in Review

Investment Partners Asset Management increased its Walmart Inc (WMT) stake by 0.25% in Q2 2026, buying an estimated $1.61K and bringing the position to 5,177 shares worth $586K. The position accounts for 0.33% of the portfolio, ranked #85.

Investment Partners Asset Management first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $642K in Q1 2026. 1,652 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Investment Partners Asset Management held 5,177 shares of Walmart Inc worth $586K as of Q2 2026.
Investment Partners Asset Management bought 13 Walmart Inc shares in Q2 2026, an estimated $1.61K.
Walmart Inc made up 0.33% of Investment Partners Asset Management's portfolio in Q2 2026, its #85 holding.
Investment Partners Asset Management first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's Walmart Inc position peaked at $642K in Q1 2026.
1,652 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.