Pursue Wealth Partners’s Walmart Inc WMT Stock Holding History

Pursue 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	$6M	Buy	48,281 +1	+0%	+$123	3.59%	6
2025 Q4	$5.38M	Buy	48,280 +11,343	+31%	+$1.22M	2.61%	11
2025 Q3	$3.81M	Hold	36,937	–	–	2.09%	14
2025 Q2	$3.61M	Hold	36,937	–	–	2.05%	13
2025 Q1	$3.24M	Hold	36,937	–	–	1.97%	15
2024 Q4	$3.34M	Hold	36,937	–	–	1.91%	18
2024 Q3	$2.98M	Hold	36,937	–	–	1.63%	18
2024 Q2	$2.5M	Buy	36,937 +2,401	+7%	+$151K	1.36%	24
2024 Q1	$2.08M	Hold	34,536	–	–	1.22%	26
2023 Q4	$1.81M	Buy	34,536 +3,000	+10%	+$159K	1.17%	25
2023 Q3	$1.68M	Sell	31,536 -6,000	-16%	-$319K	1.19%	27
2023 Q2	$1.97M	Sell	37,536 -1,986	-5%	-$100K	1.23%	26
2023 Q1	$1.94M	Buy	39,522 +687	+2%	+$32.6K	1.33%	29
2022 Q4	$1.84M	Buy	38,835 +6,000	+18%	+$285K	1.42%	26
2022 Q3	$1.42M	Buy	32,835 +12,000	+58%	+$526K	1.02%	30
2022 Q2	$844K	Hold	20,835	–	–	0.54%	51
2022 Q1	$1.09M	Hold	20,835	–	–	0.45%	55
2021 Q4	$1M	Buy	+20,835	New	+$995K	0.39%	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

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

Pursue Wealth Partners increased its Walmart Inc (WMT) stake by 0% in Q1 2026, buying an estimated $123 and bringing the position to 48,281 shares worth $6M. The position accounts for 3.59% of the portfolio, ranked #6.

Pursue Wealth Partners first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Pursue Wealth Partners held 48,281 shares of Walmart Inc worth $6M as of Q1 2026.
Pursue Wealth Partners bought 1 Walmart Inc share in Q1 2026, an estimated $123.
Walmart Inc made up 3.59% of Pursue Wealth Partners's portfolio in Q1 2026, its #6 holding.
Pursue Wealth Partners first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.