Morey & Quinn Wealth Partners’s Walmart Inc WMT Stock Holding History

Morey & Quinn 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	$2.5M	Sell	22,037 -870	-4%	-$108K	1.61%	13
2026 Q1	$2.85M	Buy	22,907 +3,075	+16%	+$378K	2.02%	12
2025 Q4	$2.21M	Hold	19,832	–	–	1.59%	14
2025 Q3	$2.04M	Sell	19,832 -92	-0.5%	-$9.16K	1.51%	15
2025 Q2	$1.95M	Sell	19,924 -400	-2%	-$38.1K	1.56%	14
2025 Q1	$1.78M	Sell	20,324 -78	-0.4%	-$7.32K	1.48%	15
2024 Q4	$1.84M	Buy	+20,402	New	+$1.77M	1.56%	15

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Morey & Quinn Wealth Partners's WMT Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Walmart Inc (WMT) stake by 3.8% in Q2 2026, selling an estimated $108K and leaving 22,037 shares worth $2.5M. The position accounts for 1.61% of the portfolio, ranked #13.

Morey & Quinn Wealth Partners first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.85M in Q1 2026. 1,652 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Morey & Quinn Wealth Partners held 22,037 shares of Walmart Inc worth $2.5M as of Q2 2026.
Morey & Quinn Wealth Partners sold 870 Walmart Inc shares in Q2 2026, an estimated $108K.
Walmart Inc made up 1.61% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #13 holding.
Morey & Quinn Wealth Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's Walmart Inc position peaked at $2.85M in Q1 2026.
1,652 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.