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Madison Wealth Partners’s Walmart Inc WMT Stock Holding History

Madison 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 		$783K Buy
6,912
+1,944
+39% +$241K 0.1% 110
2026
Q1 		$617K Buy
4,968
+2,240
+82% +$275K 0.1% 94
2025
Q4 		$304K Buy
+2,728
New +$293K 0.06% 145

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

Madison Wealth Partners's WMT Position: Q2 2026 in Review

Madison Wealth Partners increased its Walmart Inc (WMT) stake by 39% in Q2 2026, buying an estimated $241K and bringing the position to 6,912 shares worth $783K. The position accounts for 0.1% of the portfolio, ranked #110.

Madison Wealth Partners first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Madison Wealth Partners held 6,912 shares of Walmart Inc worth $783K as of Q2 2026.
  • Madison Wealth Partners bought 1,944 Walmart Inc shares in Q2 2026, an estimated $241K.
  • Walmart Inc made up 0.1% of Madison Wealth Partners's portfolio in Q2 2026, its #110 holding.
  • Madison Wealth Partners first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.