Partners Wealth Management’s Walmart Inc WMT Stock Holding History

Partners Wealth Management’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	$628K	Buy	5,545 +2	+0%	+$248	0.62%	45
2026 Q1	$689K	Sell	5,543 -62	-1%	-$7.61K	0.71%	41
2025 Q4	$624K	Sell	5,605 -100	-2%	-$10.7K	0.65%	44
2025 Q3	$588K	Sell	5,705 -1,419	-20%	-$141K	0.58%	46
2025 Q2	$633K	Hold	7,124	–	–	0.72%	44
2025 Q1	$625K	Sell	7,124 -168	-2%	-$15.8K	0.71%	44
2024 Q4	$659K	Buy	+7,292	New	+$633K	0.75%	44

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CNB

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

Partners Wealth Management's WMT Position: Q2 2026 in Review

Partners Wealth Management increased its Walmart Inc (WMT) stake by 0.04% in Q2 2026, buying an estimated $248 and bringing the position to 5,545 shares worth $628K. The position accounts for 0.62% of the portfolio, ranked #45.

Partners Wealth Management first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $689K in Q1 2026. 1,351 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Partners Wealth Management held 5,545 shares of Walmart Inc worth $628K as of Q2 2026.
Partners Wealth Management bought 2 Walmart Inc shares in Q2 2026, an estimated $248.
Walmart Inc made up 0.62% of Partners Wealth Management's portfolio in Q2 2026, its #45 holding.
Partners Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Walmart Inc position peaked at $689K in Q1 2026.
1,351 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.