Parkwoods Wealth Partners’s Walmart Inc WMT Stock Holding History

Parkwoods 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 Q1	$674K	Sell	5,426 -315	-5%	-$38.7K	0.17%	49
2025 Q4	$640K	Buy	5,741 +2,214	+63%	+$238K	0.19%	50
2025 Q3	$363K	Buy	3,527 +154	+5%	+$15.3K	0.12%	61
2025 Q2	$330K	Buy	+3,373	New	+$321K	0.19%	50

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parkwoods Wealth Partners's WMT Position: Q1 2026 in Review

Parkwoods Wealth Partners reduced its Walmart Inc (WMT) stake by 5.5% in Q1 2026, selling an estimated $38.7K and leaving 5,426 shares worth $674K. The position accounts for 0.17% of the portfolio, ranked #49.

Parkwoods Wealth Partners first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Parkwoods Wealth Partners held 5,426 shares of Walmart Inc worth $674K as of Q1 2026.
Parkwoods Wealth Partners sold 315 Walmart Inc shares in Q1 2026, an estimated $38.7K.
Walmart Inc made up 0.17% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #49 holding.
Parkwoods Wealth Partners first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.