&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 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 $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

&Partners's WMT Position: Q1 2026 in Review

&Partners increased its Walmart Inc (WMT) stake by 0.84% in Q1 2026, buying an estimated $1.4M and bringing the position to 1,362,078 shares worth $169M. The position accounts for 0.84% of the portfolio, ranked #17.

&Partners first reported a position in WMT in Q1 2022 and has held it in 17 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

&Partners held 1,362,078 shares of Walmart Inc worth $169M as of Q1 2026.
&Partners bought 11,373 Walmart Inc shares in Q1 2026, an estimated $1.4M.
Walmart Inc made up 0.84% of &Partners's portfolio in Q1 2026, its #17 holding.
&Partners first reported a position in Walmart Inc in Q1 2022 and has held it in 17 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.