&Partners’s Walmart Inc WMT Stock Holding History

&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	$163M	Buy	1,439,555 +77,477	+6%	+$9.62M	0.67%	22
2026 Q1	$169M	Buy	1,362,078 +11,373	+0.8%	+$1.4M	0.84%	17
2025 Q4	$150M	Buy	1,350,705 +182,851	+16%	+$19.6M	0.79%	19
2025 Q3	$120M	Buy	1,167,854 +127,557	+12%	+$12.7M	0.77%	17
2025 Q2	$102M	Buy	1,040,297 +192,949	+23%	+$18.4M	0.78%	15
2025 Q1	$72.2M	Buy	847,348 +110,387	+15%	+$10.4M	0.77%	17
2024 Q4	$66.9M	Buy	736,961 +315,932	+75%	+$27.4M	0.8%	12
2024 Q3	$34M	Buy	421,029 +231,269	+122%	+$17M	0.66%	19
2024 Q2	$12.9M	Buy	189,760 +104,495	+123%	+$6.58M	0.56%	32
2024 Q1	$5.14M	Buy	85,265 +22,658	+36%	+$1.3M	0.71%	23
2023 Q4	$3.31M	Buy	62,607 +30,198	+93%	+$1.6M	0.81%	23
2023 Q3	$1.73M	Sell	32,409 -3,000	-8%	-$160K	0.81%	25
2023 Q2	$1.86M	Hold	35,409	–	–	0.83%	22
2023 Q1	$1.74M	Buy	35,409 +282	+0.8%	+$13.4K	0.84%	23
2022 Q4	$1.66M	Hold	35,127	–	–	0.82%	25
2022 Q3	$1.52M	Buy	35,127 +1,362	+4%	+$59.7K	0.88%	23
2022 Q2	$1.37M	Buy	33,765 +10,425	+45%	+$481K	0.79%	26
2022 Q1	$1.16M	Buy	+23,340	New	+$1.1M	0.65%	27

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

&Partners's WMT Position: Q2 2026 in Review

&Partners increased its Walmart Inc (WMT) stake by 5.7% in Q2 2026, buying an estimated $9.62M and bringing the position to 1,439,555 shares worth $163M. The position accounts for 0.67% of the portfolio, ranked #22.

&Partners first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $169M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

&Partners held 1,439,555 shares of Walmart Inc worth $163M as of Q2 2026.
&Partners bought 77,477 Walmart Inc shares in Q2 2026, an estimated $9.62M.
Walmart Inc made up 0.67% of &Partners's portfolio in Q2 2026, its #22 holding.
&Partners first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
&Partners's Walmart Inc position peaked at $169M in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.