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Narus Financial Partners’s Walmart Inc WMT Stock Holding History

Narus Financial 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 		$151M Sell
1,337,289
-10,714
-0.8% -$1.33M 38.9% 1
2026
Q1 		$168M Sell
1,348,003
-35,049
-3% -$4.3M 43.9% 1
2025
Q4 		$154M Sell
1,383,052
-110,898
-7% -$11.9M 42.45% 1
2025
Q3 		$154M Buy
1,493,950
+70,850
+5% +$7.05M 42.12% 1
2025
Q2 		$139M Sell
1,423,100
-3,950
-0.3% -$376K 43.43% 1
2025
Q1 		$125M Sell
1,427,050
-589
-0% -$55.3K 42.61% 1
2024
Q4 		$129M Sell
1,427,639
-51,787
-4% -$4.49M 43.62% 1
2024
Q3 		$119M Sell
1,479,426
-1,235
-0.1% -$90.7K 42.83% 1
2024
Q2 		$100M Sell
1,480,661
-450
-0% -$28.3K 40.41% 1
2024
Q1 		$89.1M Sell
1,481,111
-10,936
-0.7% -$626K 38.04% 1
2023
Q4 		$78.4M Sell
1,492,047
-45,093
-3% -$2.39M 37.77% 1
2023
Q3 		$81.9M Sell
1,537,140
-249
-0% -$13.3K 42.04% 1
2023
Q2 		$80.5M Sell
1,537,389
-6,141
-0.4% -$310K 41.62% 1
2023
Q1 		$75.9M Sell
1,543,530
-2,784
-0.2% -$132K 41.13% 1
2022
Q4 		$73.1M Sell
1,546,314
-62,235
-4% -$2.96M 42.2% 1
2022
Q3 		$69.5M Sell
1,608,549
-2,025
-0.1% -$88.7K 43.97% 1
2022
Q2 		$65.3M Buy
1,610,574
+33,045
+2% +$1.52M 41.58% 1
2022
Q1 		$78.3M Buy
+1,577,529
New +$74.1M 43.81% 1
2021
Q1 		$89.8M Buy
+1,982,475
New +$91.8M 53.49% 1
2019
Q4 		$91.3M Sell
2,304,645
-8,058
-0.3% -$320K 63.95% 1
2019
Q3 		$91.5M Buy
2,312,703
+6
+0% +$226 67.15% 1
2019
Q2 		$85.2M Buy
+2,312,697
New +$79.7M 65.89% 1
2017
Q3 		$65.5M Sell
2,514,738
-50,088
-2% -$1.31M 57.69% 1
2017
Q2 		$64.7M Sell
2,564,826
-8,145
-0.3% -$207K 60.02% 1
2017
Q1 		$61.8M Buy
2,572,971
+145,233
+6% +$3.34M 59.73% 1
2016
Q4 		$55.9M Buy
+2,427,738
New +$56.7M 58.97% 1

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

Narus Financial Partners's WMT Position: Q2 2026 in Review

Narus Financial Partners reduced its Walmart Inc (WMT) stake by 0.79% in Q2 2026, selling an estimated $1.33M and leaving 1,337,289 shares worth $151M. The position accounts for 38.9% of the portfolio, ranked #1.

Narus Financial Partners first reported a position in WMT in Q4 2016 and has held it in 26 quarters since. The position peaked at $168M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Narus Financial Partners held 1,337,289 shares of Walmart Inc worth $151M as of Q2 2026.
  • Narus Financial Partners sold 10,714 Walmart Inc shares in Q2 2026, an estimated $1.33M.
  • Walmart Inc made up 38.9% of Narus Financial Partners's portfolio in Q2 2026, its #1 holding.
  • Narus Financial Partners first reported a position in Walmart Inc in Q4 2016 and has held it in 26 quarters since.
  • Narus Financial Partners's Walmart Inc position peaked at $168M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.