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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
Q2 		$2.78M Sell
24,532
-475
-2% -$59K 0.07% 77
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Quotient Wealth Partners reduced its Walmart Inc (WMT) stake by 1.9% in Q2 2026, selling an estimated $59K and leaving 24,532 shares worth $2.78M. The position accounts for 0.07% of the portfolio, ranked #77.

Quotient Wealth Partners first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.16M in Q4 2023. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Quotient Wealth Partners held 24,532 shares of Walmart Inc worth $2.78M as of Q2 2026.
  • Quotient Wealth Partners sold 475 Walmart Inc shares in Q2 2026, an estimated $59K.
  • Walmart Inc made up 0.07% of Quotient Wealth Partners's portfolio in Q2 2026, its #77 holding.
  • Quotient Wealth Partners first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Walmart Inc position peaked at $4.16M in Q4 2023.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.