Precedent Wealth Partners’s Walmart Inc WMT Stock Holding History

Precedent 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 Q2	$892K	Sell	7,877 -194	-2%	-$24.1K	0.15%	118
2026 Q1	$1M	Sell	8,071 -253	-3%	-$31.1K	0.2%	110
2025 Q4	$927K	Buy	8,324 +78	+0.9%	+$8.38K	0.19%	112
2025 Q3	$850K	Sell	8,246 -178	-2%	-$17.7K	0.19%	114
2025 Q2	$824K	Sell	8,424 -130	-2%	-$12.4K	0.2%	112
2025 Q1	$751K	Buy	8,554 +197	+2%	+$18.5K	0.21%	108
2024 Q4	$755K	Buy	8,357 +493	+6%	+$42.8K	0.25%	101
2024 Q3	$635K	Hold	7,864	–	–	0.21%	100
2024 Q2	$532K	Sell	7,864 -326	-4%	-$20.5K	0.21%	100
2024 Q1	$493K	Buy	8,190 +495	+6%	+$28.3K	0.21%	98
2023 Q4	$404K	Buy	+7,695	New	+$407K	0.21%	97

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Precedent Wealth Partners's WMT Position: Q2 2026 in Review

Precedent Wealth Partners reduced its Walmart Inc (WMT) stake by 2.4% in Q2 2026, selling an estimated $24.1K and leaving 7,877 shares worth $892K. The position accounts for 0.15% of the portfolio, ranked #118.

Precedent Wealth Partners first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Precedent Wealth Partners held 7,877 shares of Walmart Inc worth $892K as of Q2 2026.
Precedent Wealth Partners sold 194 Walmart Inc shares in Q2 2026, an estimated $24.1K.
Walmart Inc made up 0.15% of Precedent Wealth Partners's portfolio in Q2 2026, its #118 holding.
Precedent Wealth Partners first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's Walmart Inc position peaked at $1M in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.