Partners Wealth Management
WMT icon

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
Q3 		$924K Buy
8,888
+3,343
+60% +$367K 0.1% 175
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Partners Wealth Management's WMT Position: Q3 2026 in Review

Partners Wealth Management increased its Walmart Inc (WMT) stake by 60% in Q3 2026, buying an estimated $367K and bringing the position to 8,888 shares worth $924K. The position accounts for 0.1% of the portfolio, ranked #175.

Partners Wealth Management first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Partners Wealth Management held 8,888 shares of Walmart Inc worth $924K as of Q3 2026.
  • Partners Wealth Management bought 3,343 Walmart Inc shares in Q3 2026, an estimated $367K.
  • Walmart Inc made up 0.1% of Partners Wealth Management's portfolio in Q3 2026, its #175 holding.
  • Partners Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.