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Investment Partners’s Walmart Inc WMT Stock Holding History

Investment 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
Q1 		$2.32M Sell
18,629
-1,189
-6% -$146K 0.82% 33
2025
Q4 		$2.21M Sell
19,818
-157
-0.8% -$16.9K 0.77% 32
2025
Q3 		$2.06M Buy
19,975
+269
+1% +$26.8K 0.72% 35
2025
Q2 		$1.93M Sell
19,706
-3,275
-14% -$312K 0.73% 37
2025
Q1 		$2.02M Buy
22,981
+11
+0% +$1.03K 0.84% 36
2024
Q4 		$2.08M Buy
22,970
+423
+2% +$36.7K 0.85% 34
2024
Q3 		$1.82M Sell
22,547
-131
-0.6% -$9.62K 0.76% 42
2024
Q2 		$1.54M Buy
22,678
+16
+0.1% +$1.01K 0.69% 43
2024
Q1 		$1.36M Sell
22,662
-672
-3% -$38.5K 0.62% 46
2023
Q4 		$1.23M Buy
23,334
+852
+4% +$45.1K 0.6% 47
2023
Q3 		$1.2M Sell
22,482
-753
-3% -$40.1K 0.63% 49
2023
Q2 		$1.22M Sell
23,235
-1,158
-5% -$58.4K 0.63% 45
2023
Q1 		$1.2M Buy
24,393
+15
+0.1% +$712 0.63% 44
2022
Q4 		$1.15M Sell
24,378
-32,553
-57% -$1.55M 0.61% 49
2022
Q3 		$2.46M Buy
56,931
+28,389
+99% +$1.24M 0.73% 38
2022
Q2 		$1.16M Sell
28,542
-189
-0.7% -$8.72K 0.57% 48
2022
Q1 		$1.43M Buy
28,731
+33
+0.1% +$1.55K 0.6% 41
2021
Q4 		$1.38M Sell
28,698
-495
-2% -$23.6K 0.57% 43
2021
Q3 		$1.36M Sell
29,193
-129
-0.4% -$6.21K 0.62% 37
2021
Q2 		$1.38M Buy
29,322
+177
+0.6% +$8.24K 0.63% 37
2021
Q1 		$1.32M Buy
29,145
+33
+0.1% +$1.53K 0.64% 38
2020
Q4 		$1.4M Hold
29,112
– – 0.74% 37
2020
Q3 		$1.36M Sell
29,112
-3,870
-12% -$172K 0.81% 37
2020
Q2 		$1.32M Buy
32,982
+75
+0.2% +$3.08K 0.77% 42
2020
Q1 		$1.25M Buy
32,907
+681
+2% +$26.2K 0.9% 38
2019
Q4 		$1.28M Sell
32,226
-600
-2% -$23.8K 0.86% 39
2019
Q3 		$1.3M Buy
32,826
+189
+0.6% +$7.13K 0.95% 36
2019
Q2 		$1.2M Sell
32,637
-1,413
-4% -$48.7K 0.86% 39
2019
Q1 		$1.11M Sell
34,050
-558
-2% -$18.1K 0.8% 43
2018
Q4 		$1.07M Sell
34,608
-261
-0.7% -$8.37K 0.91% 40
2018
Q3 		$1.36K Buy
34,869
+39
+0.1% +$1.19K 0.75% 34
2018
Q2 		$994K Sell
34,830
-4,278
-11% -$122K 0.74% 43
2018
Q1 		$1.16M Buy
39,108
+4,656
+14% +$150K 0.86% 36
2017
Q4 		$1.13M Buy
34,452
+8,472
+33% +$259K 0.84% 39
2017
Q3 		$677K Buy
25,980
+9
+0% +$236 0.58% 57
2017
Q2 		$655K Sell
25,971
-207
-0.8% -$5.25K 0.6% 58
2017
Q1 		$629K Buy
26,178
+2,217
+9% +$51K 0.61% 58
2016
Q4 		$552K Sell
23,961
-19,185
-44% -$448K 0.54% 64
2016
Q3 		$1.04M Buy
43,146
+16,536
+62% +$401K 0.59% 57
2016
Q2 		$648K Sell
26,610
-19,068
-42% -$441K 0.65% 60
2016
Q1 		$933K Buy
45,678
+19,584
+75% +$429K 0.61% 57
2015
Q4 		$536K Buy
26,094
+1,725
+7% +$34.6K 0.65% 60
2015
Q3 		$526K Buy
24,369
+12
+0% +$275 0.69% 58
2015
Q2 		$575K Sell
24,357
-1,473
-6% -$37.6K 0.69% 61
2015
Q1 		$709K Buy
25,830
+9
+0% +$255 0.78% 52
2014
Q4 		$739K Buy
+25,821
New +$698K 0.85% 47

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investment Partners's WMT Position: Q1 2026 in Review

Investment Partners reduced its Walmart Inc (WMT) stake by 6% in Q1 2026, selling an estimated $146K and leaving 18,629 shares worth $2.32M. The position accounts for 0.82% of the portfolio, ranked #33.

Investment Partners first reported a position in WMT in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.46M in Q3 2022. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Investment Partners held 18,629 shares of Walmart Inc worth $2.32M as of Q1 2026.
  • Investment Partners sold 1,189 Walmart Inc shares in Q1 2026, an estimated $146K.
  • Walmart Inc made up 0.82% of Investment Partners's portfolio in Q1 2026, its #33 holding.
  • Investment Partners first reported a position in Walmart Inc in Q4 2014 and has held it in 46 quarters since.
  • Investment Partners's Walmart Inc position peaked at $2.46M in Q3 2022.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.