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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
Q2 		$1.46M Buy
12,881
+97
+0.8% +$12K 0.06% 94
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 $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

Root Financial Partners's WMT Position: Q2 2026 in Review

Root Financial Partners increased its Walmart Inc (WMT) stake by 0.76% in Q2 2026, buying an estimated $12K and bringing the position to 12,881 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #94.

Root Financial Partners first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Root Financial Partners held 12,881 shares of Walmart Inc worth $1.46M as of Q2 2026.
  • Root Financial Partners bought 97 Walmart Inc shares in Q2 2026, an estimated $12K.
  • Walmart Inc made up 0.06% of Root Financial Partners's portfolio in Q2 2026, its #94 holding.
  • Root Financial Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Walmart Inc position peaked at $1.59M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.