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 Q2	$1.13M	Buy	10,002 +1	+0%	+$124	0.65%	37
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 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

Patrick M. Sweeney & Associates's WMT Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Walmart Inc (WMT) stake by 0.01% in Q2 2026, buying an estimated $124 and bringing the position to 10,002 shares worth $1.13M. The position accounts for 0.65% of the portfolio, ranked #37.

Patrick M. Sweeney & Associates first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Patrick M. Sweeney & Associates held 10,002 shares of Walmart Inc worth $1.13M as of Q2 2026.
Patrick M. Sweeney & Associates bought 1 Walmart Inc share in Q2 2026, an estimated $124.
Walmart Inc made up 0.65% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #37 holding.
Patrick M. Sweeney & Associates first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's Walmart Inc position peaked at $1.24M in Q1 2026.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.