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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
Q2 		$516K Buy
4,560
+620
+16% +$77K 0.12% 72
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Liberty Square Wealth Partners's WMT Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its Walmart Inc (WMT) stake by 16% in Q2 2026, buying an estimated $77K and bringing the position to 4,560 shares worth $516K. The position accounts for 0.12% of the portfolio, ranked #72.

Liberty Square Wealth Partners first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2024. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Liberty Square Wealth Partners held 4,560 shares of Walmart Inc worth $516K as of Q2 2026.
  • Liberty Square Wealth Partners bought 620 Walmart Inc shares in Q2 2026, an estimated $77K.
  • Walmart Inc made up 0.12% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #72 holding.
  • Liberty Square Wealth Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Liberty Square Wealth Partners's Walmart Inc position peaked at $1.06M in Q4 2024.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.