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McDonald Partners’s Walmart Inc WMT Stock Holding History

McDonald 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 		$317K Buy
2,795
+45
+2% +$5.59K 0.08% 188
2026
Q1 		$342K Buy
2,750
+510
+23% +$62.6K 0.08% 173
2025
Q4 		$250K Sell
2,240
-5,983
-73% -$642K 0.08% 189
2025
Q3 		$847K Sell
8,223
-20,337
-71% -$2.02M 0.25% 95
2025
Q2 		$2.8M Sell
28,560
-1,186
-4% -$113K 0.67% 37
2025
Q1 		$2.62M Sell
29,746
-1,271
-4% -$119K 0.68% 41
2024
Q4 		$2.8M Sell
31,017
-329
-1% -$28.5K 0.72% 39
2024
Q3 		$2.53M Buy
31,346
+396
+1% +$29.1K 0.63% 44
2024
Q2 		$2.1M Buy
30,950
+292
+1% +$18.4K 0.56% 47
2024
Q1 		$1.84M Buy
30,658
+4
+0% +$229 0.51% 55
2023
Q4 		$1.61M Buy
30,654
+111
+0.4% +$5.87K 0.48% 62
2023
Q3 		$1.63M Sell
30,543
-726
-2% -$38.6K 0.53% 52
2023
Q2 		$1.64M Buy
31,269
+15
+0% +$757 0.5% 58
2023
Q1 		$1.54M Buy
31,254
+330
+1% +$15.7K 0.5% 57
2022
Q4 		$1.46M Buy
30,924
+264
+0.9% +$12.5K 0.5% 60
2022
Q3 		$1.33M Buy
30,660
+444
+1% +$19.4K 0.51% 56
2022
Q2 		$1.23M Buy
30,216
+315
+1% +$14.5K 0.31% 95
2022
Q1 		$1.48M Buy
+29,901
New +$1.4M 0.32% 92
2021
Q4 		– Sell
-26,625
Closed -$1.24M – 729
2021
Q3 		$1.24M Buy
26,625
+1,632
+7% +$78.6K 0.29% 98
2021
Q2 		$1.18M Sell
24,993
-474
-2% -$22.1K 0.28% 103
2021
Q1 		$1.15M Buy
25,467
+3,636
+17% +$168K 0.3% 100
2020
Q4 		$1.05M Buy
+21,831
New +$1.06M 0.3% 93

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McDonald Partners's WMT Position: Q2 2026 in Review

McDonald Partners increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $5.59K and bringing the position to 2,795 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #188.

McDonald Partners first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.8M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • McDonald Partners held 2,795 shares of Walmart Inc worth $317K as of Q2 2026.
  • McDonald Partners bought 45 Walmart Inc shares in Q2 2026, an estimated $5.59K.
  • Walmart Inc made up 0.08% of McDonald Partners's portfolio in Q2 2026, its #188 holding.
  • McDonald Partners first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Walmart Inc position peaked at $2.8M in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.