Peachtree Investment Partners’s Walmart Inc WMT Stock Holding History

Peachtree Investment 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	$848K	Buy	6,820 +814	+14%	+$99.9K	0.32%	40
2025 Q4	$669K	Buy	6,006 +499	+9%	+$53.6K	0.22%	46
2025 Q3	$568K	Buy	5,507 +817	+17%	+$81.3K	0.2%	48
2025 Q2	$459K	Sell	4,690 -13	-0.3%	-$1.24K	0.18%	55
2025 Q1	$413K	Buy	4,703 +1,354	+40%	+$127K	0.16%	57
2024 Q4	$303K	Buy	+3,349	New	+$291K	0.11%	65
2022 Q1	–	Sell	-5,916	Closed	-$285K	–	118
2021 Q4	$285K	Sell	5,916 -162	-3%	-$7.73K	0.12%	72
2021 Q3	$282K	Sell	6,078 -453	-7%	-$21.8K	0.14%	64
2021 Q2	$307K	Sell	6,531 -66	-1%	-$3.07K	0.15%	63
2021 Q1	$299K	Buy	6,597 +378	+6%	+$17.5K	0.17%	62
2020 Q4	$299K	Buy	6,219 +1,065	+21%	+$51.7K	0.17%	59
2020 Q3	$240K	Buy	+5,154	New	+$229K	0.17%	58

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

Peachtree Investment Partners's WMT Position: Q1 2026 in Review

Peachtree Investment Partners increased its Walmart Inc (WMT) stake by 14% in Q1 2026, buying an estimated $99.9K and bringing the position to 6,820 shares worth $848K. The position accounts for 0.32% of the portfolio, ranked #40.

Peachtree Investment Partners first reported a position in WMT in Q3 2020 and has held it in 12 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Peachtree Investment Partners held 6,820 shares of Walmart Inc worth $848K as of Q1 2026.
Peachtree Investment Partners bought 814 Walmart Inc shares in Q1 2026, an estimated $99.9K.
Walmart Inc made up 0.32% of Peachtree Investment Partners's portfolio in Q1 2026, its #40 holding.
Peachtree Investment Partners first reported a position in Walmart Inc in Q3 2020 and has held it in 12 quarters since.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.