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Patrick M. Sweeney & Associates’s Walmart Inc WMT Stock Holding History

Patrick M. Sweeney & Associates’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 		$1.24M Sell
10,001
-519
-5% -$63.7K 0.8% 29
2025
Q4 		$1.17M Sell
10,520
-300
-3% -$32.2K 0.73% 31
2025
Q3 		$1.12M Buy
10,820
+71
+0.7% +$7.07K 0.72% 32
2025
Q2 		$1.06M Buy
10,749
+1
+0% +$95 0.73% 34
2025
Q1 		$944K Sell
10,748
-200
-2% -$18.8K 0.7% 34
2024
Q4 		$989K Hold
10,948
– – 0.74% 31
2024
Q3 		$884K Sell
10,948
-44
-0.4% -$3.23K 0.65% 34
2024
Q2 		$744K Buy
10,992
+151
+1% +$9.51K 0.6% 38
2024
Q1 		$652K Buy
10,841
+260
+2% +$14.9K 0.54% 45
2023
Q4 		$556K Buy
+10,581
New +$560K 0.51% 47

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patrick M. Sweeney & Associates's WMT Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Walmart Inc (WMT) stake by 4.9% in Q1 2026, selling an estimated $63.7K and leaving 10,001 shares worth $1.24M. The position accounts for 0.8% of the portfolio, ranked #29.

Patrick M. Sweeney & Associates first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Patrick M. Sweeney & Associates held 10,001 shares of Walmart Inc worth $1.24M as of Q1 2026.
  • Patrick M. Sweeney & Associates sold 519 Walmart Inc shares in Q1 2026, an estimated $63.7K.
  • Walmart Inc made up 0.8% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #29 holding.
  • Patrick M. Sweeney & Associates first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.