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Root Financial Partners’s Walmart Inc WMT Stock Holding History

Root Financial 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 		$1.59M Buy
12,784
+3,314
+35% +$407K 0.07% 73
2025
Q4 		$1.06M Sell
9,470
-935
-9% -$100K 0.05% 93
2025
Q3 		$1.07M Sell
10,405
-55
-0.5% -$5.47K 0.07% 82
2025
Q2 		$1.02M Buy
10,460
+4,759
+83% +$453K 0.1% 73
2025
Q1 		$501K Buy
5,701
+1,650
+41% +$155K 0.05% 116
2024
Q4 		$366K Buy
+4,051
New +$352K 0.05% 133

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

Root Financial Partners's WMT Position: Q1 2026 in Review

Root Financial Partners increased its Walmart Inc (WMT) stake by 35% in Q1 2026, buying an estimated $407K and bringing the position to 12,784 shares worth $1.59M. The position accounts for 0.07% of the portfolio, ranked #73.

Root Financial Partners first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Root Financial Partners held 12,784 shares of Walmart Inc worth $1.59M as of Q1 2026.
  • Root Financial Partners bought 3,314 Walmart Inc shares in Q1 2026, an estimated $407K.
  • Walmart Inc made up 0.07% of Root Financial Partners's portfolio in Q1 2026, its #73 holding.
  • Root Financial Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.