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Investment Research Partners’s Walmart Inc WMT Stock Holding History

Investment Research 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 		$1.29M Sell
11,411
-714
-6% -$88.6K 0.44% 48
2026
Q1 		$1.51M Sell
12,125
-22
-0.2% -$2.7K 0.61% 35
2025
Q4 		$1.35M Buy
12,147
+94
+0.8% +$10.1K 0.58% 33
2025
Q3 		$1.23M Buy
+12,053
New +$1.2M 0.56% 40

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Investment Research Partners's WMT Position: Q2 2026 in Review

Investment Research Partners reduced its Walmart Inc (WMT) stake by 5.9% in Q2 2026, selling an estimated $88.6K and leaving 11,411 shares worth $1.29M. The position accounts for 0.44% of the portfolio, ranked #48.

Investment Research Partners first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q1 2026. 3,579 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Investment Research Partners held 11,411 shares of Walmart Inc worth $1.29M as of Q2 2026.
  • Investment Research Partners sold 714 Walmart Inc shares in Q2 2026, an estimated $88.6K.
  • Walmart Inc made up 0.44% of Investment Research Partners's portfolio in Q2 2026, its #48 holding.
  • Investment Research Partners first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's Walmart Inc position peaked at $1.51M in Q1 2026.
  • 3,579 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.