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Quotient Wealth Partners’s Walmart Inc WMT Stock Holding History

Quotient 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 		$3.11M Sell
25,007
-1,190
-5% -$146K 0.08% 67
2025
Q4 		$2.92M Buy
26,197
+1,762
+7% +$189K 0.08% 66
2025
Q3 		$2.52M Buy
24,435
+817
+3% +$81.3K 0.07% 70
2025
Q2 		$2.31M Sell
23,618
-603
-2% -$57.5K 0.07% 70
2025
Q1 		$2.13M Sell
24,221
-493
-2% -$46.2K 0.07% 67
2024
Q4 		$2.23M Sell
24,714
-245
-1% -$21.3K 0.07% 62
2024
Q3 		$2.02M Sell
24,959
-3,793
-13% -$279K 0.07% 67
2024
Q2 		$1.95M Sell
28,752
-22,696
-44% -$1.43M 0.07% 62
2024
Q1 		$3.1M Sell
51,448
-27,806
-35% -$1.59M 0.11% 58
2023
Q4 		$4.16M Buy
+79,254
New +$4.19M 0.16% 63

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

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

Quotient Wealth Partners reduced its Walmart Inc (WMT) stake by 4.5% in Q1 2026, selling an estimated $146K and leaving 25,007 shares worth $3.11M. The position accounts for 0.08% of the portfolio, ranked #67.

Quotient Wealth Partners first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.16M in Q4 2023. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Quotient Wealth Partners held 25,007 shares of Walmart Inc worth $3.11M as of Q1 2026.
  • Quotient Wealth Partners sold 1,190 Walmart Inc shares in Q1 2026, an estimated $146K.
  • Walmart Inc made up 0.08% of Quotient Wealth Partners's portfolio in Q1 2026, its #67 holding.
  • Quotient Wealth Partners first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Walmart Inc position peaked at $4.16M in Q4 2023.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.