NFP
WMT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Narus Financial Partners's WMT Position: Q1 2026 in Review

Narus Financial Partners reduced its Walmart Inc (WMT) stake by 2.5% in Q1 2026, selling an estimated $4.3M and leaving 1,348,003 shares worth $168M. The position accounts for 43.9% of the portfolio, ranked #1.

Narus Financial Partners first reported a position in WMT in Q4 2016 and has held it in 25 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Narus Financial Partners held 1,348,003 shares of Walmart Inc worth $168M as of Q1 2026.
  • Narus Financial Partners sold 35,049 Walmart Inc shares in Q1 2026, an estimated $4.3M.
  • Walmart Inc made up 43.9% of Narus Financial Partners's portfolio in Q1 2026, its #1 holding.
  • Narus Financial Partners first reported a position in Walmart Inc in Q4 2016 and has held it in 25 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.