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Perfromance Wealth Partners’s Walmart Inc WMT Stock Holding History

Perfromance Wealth 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 		$18M Buy
144,659
+20,208
+16% +$2.48M 0.52% 19
2025
Q4 		$13.9M Buy
124,451
+14,585
+13% +$1.57M 0.38% 21
2025
Q3 		$11.3M Sell
109,866
-102,913
-48% -$10.2M 0.32% 22
2025
Q2 		$20.8M Buy
212,779
+2,470
+1% +$235K 0.67% 19
2025
Q1 		$18.5M Sell
210,309
-196,569
-48% -$18.4M 0.66% 19
2024
Q4 		$36.8M Buy
406,878
+8,084
+2% +$702K 1.18% 14
2024
Q3 		$32.2M Sell
398,794
-8,480
-2% -$623K 1.11% 14
2024
Q2 		$27.6M Sell
407,274
-9,945
-2% -$626K 1.02% 13
2024
Q1 		$25.1M Buy
417,219
+2,622
+0.6% +$150K 1.05% 14
2023
Q4 		$21.8M Sell
414,597
-4,746
-1% -$251K 0.96% 13
2023
Q3 		$22.4M Buy
419,343
+275,895
+192% +$14.7M 1.09% 13
2023
Q2 		$7.56M Buy
143,448
+14,145
+11% +$714K 0.35% 25
2023
Q1 		$6.36M Buy
129,303
+10,392
+9% +$493K 0.33% 28
2022
Q4 		$5.62M Buy
118,911
+16,845
+17% +$800K 0.34% 30
2022
Q3 		$4.41M Buy
102,066
+9,264
+10% +$406K 0.26% 32
2022
Q2 		$3.76M Buy
92,802
+8,655
+10% +$399K 0.21% 39
2022
Q1 		$4.18M Sell
84,147
-2,739
-3% -$129K 0.18% 40
2021
Q4 		$4.19M Buy
+86,886
New +$4.15M 0.17% 44

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

Perfromance Wealth Partners's WMT Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Walmart Inc (WMT) stake by 16% in Q1 2026, buying an estimated $2.48M and bringing the position to 144,659 shares worth $18M. The position accounts for 0.52% of the portfolio, ranked #19.

Perfromance Wealth Partners first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $36.8M in Q4 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Perfromance Wealth Partners held 144,659 shares of Walmart Inc worth $18M as of Q1 2026.
  • Perfromance Wealth Partners bought 20,208 Walmart Inc shares in Q1 2026, an estimated $2.48M.
  • Walmart Inc made up 0.52% of Perfromance Wealth Partners's portfolio in Q1 2026, its #19 holding.
  • Perfromance Wealth Partners first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Walmart Inc position peaked at $36.8M in Q4 2024.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.