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Liberty Square Wealth Partners’s Walmart Inc WMT Stock Holding History

Liberty Square 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
Q1 		$490K Sell
3,940
-276
-7% -$33.9K 0.14% 76
2025
Q4 		$470K Hold
4,216
– – 0.13% 77
2025
Q3 		$435K Sell
4,216
-846
-17% -$84.2K 0.13% 89
2025
Q2 		$495K Sell
5,062
-5,173
-51% -$493K 0.17% 77
2025
Q1 		$899K Hold
10,235
– – 0.34% 56
2024
Q4 		$1.06M Buy
+10,235
New +$888K 0.39% 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

Liberty Square Wealth Partners's WMT Position: Q1 2026 in Review

Liberty Square Wealth Partners reduced its Walmart Inc (WMT) stake by 6.5% in Q1 2026, selling an estimated $33.9K and leaving 3,940 shares worth $490K. The position accounts for 0.14% of the portfolio, ranked #76.

Liberty Square Wealth Partners first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Liberty Square Wealth Partners held 3,940 shares of Walmart Inc worth $490K as of Q1 2026.
  • Liberty Square Wealth Partners sold 276 Walmart Inc shares in Q1 2026, an estimated $33.9K.
  • Walmart Inc made up 0.14% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #76 holding.
  • Liberty Square Wealth Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Liberty Square Wealth Partners's Walmart Inc position peaked at $1.06M in Q4 2024.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.