Precedent Wealth Partners
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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
Q3 		$880K Buy
8,467
+590
+7% +$64.8K 0.14% 119
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Precedent Wealth Partners's WMT Position: Q3 2026 in Review

Precedent Wealth Partners increased its Walmart Inc (WMT) stake by 7.5% in Q3 2026, buying an estimated $64.8K and bringing the position to 8,467 shares worth $880K. The position accounts for 0.14% of the portfolio, ranked #119.

Precedent Wealth Partners first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1M in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Precedent Wealth Partners held 8,467 shares of Walmart Inc worth $880K as of Q3 2026.
  • Precedent Wealth Partners bought 590 Walmart Inc shares in Q3 2026, an estimated $64.8K.
  • Walmart Inc made up 0.14% of Precedent Wealth Partners's portfolio in Q3 2026, its #119 holding.
  • Precedent Wealth Partners first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
  • Precedent Wealth Partners's Walmart Inc position peaked at $1M in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.