Premier Path Wealth Partners’s Walmart Inc WMT Stock Holding History

Premier Path 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	$4.38M	Sell	38,701 -1,666	-4%	-$207K	0.5%	45
2026 Q1	$5.02M	Buy	40,367 +5,746	+17%	+$705K	0.65%	38
2025 Q4	$3.86M	Buy	34,621 +5,320	+18%	+$571K	0.5%	41
2025 Q3	$3.02M	Buy	29,301 +1,483	+5%	+$148K	0.39%	58
2025 Q2	$2.72M	Buy	27,818 +919	+3%	+$87.6K	0.38%	59
2025 Q1	$2.36M	Sell	26,899 -447	-2%	-$41.9K	0.37%	64
2024 Q4	$2.47M	Buy	27,346 +2,254	+9%	+$196K	0.38%	58
2024 Q3	$2.03M	Buy	25,092 +69	+0.3%	+$5.07K	0.32%	74
2024 Q2	$1.69M	Buy	25,023 +1,612	+7%	+$102K	0.29%	85
2024 Q1	$1.4M	Sell	23,411 -1,045	-4%	-$59.8K	0.26%	95
2023 Q4	$1.28M	Buy	+24,456	New	+$1.29M	0.28%	89

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Premier Path Wealth Partners's WMT Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Walmart Inc (WMT) stake by 4.1% in Q2 2026, selling an estimated $207K and leaving 38,701 shares worth $4.38M. The position accounts for 0.5% of the portfolio, ranked #45.

Premier Path Wealth Partners first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.02M in Q1 2026. 2,031 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Premier Path Wealth Partners held 38,701 shares of Walmart Inc worth $4.38M as of Q2 2026.
Premier Path Wealth Partners sold 1,666 Walmart Inc shares in Q2 2026, an estimated $207K.
Walmart Inc made up 0.5% of Premier Path Wealth Partners's portfolio in Q2 2026, its #45 holding.
Premier Path Wealth Partners first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Walmart Inc position peaked at $5.02M in Q1 2026.
2,031 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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