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Rothschild Capital Partners’s Walmart Inc WMT Stock Holding History

Rothschild Capital 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 		$2.62M Buy
21,088
+5,248
+33% +$644K 0.64% 27
2025
Q4 		$1.76M Buy
15,840
+9,170
+137% +$985K 0.41% 28
2025
Q3 		$687K Hold
6,670
– – 0.16% 41
2025
Q2 		$652K Hold
6,670
– – 0.17% 35
2025
Q1 		$586K Buy
6,670
+1,271
+24% +$119K 0.15% 38
2024
Q4 		$488K Buy
+5,399
New +$469K 0.12% 46

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

Rothschild Capital Partners's WMT Position: Q1 2026 in Review

Rothschild Capital Partners increased its Walmart Inc (WMT) stake by 33% in Q1 2026, buying an estimated $644K and bringing the position to 21,088 shares worth $2.62M. The position accounts for 0.64% of the portfolio, ranked #27.

Rothschild Capital Partners first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Rothschild Capital Partners held 21,088 shares of Walmart Inc worth $2.62M as of Q1 2026.
  • Rothschild Capital Partners bought 5,248 Walmart Inc shares in Q1 2026, an estimated $644K.
  • Walmart Inc made up 0.64% of Rothschild Capital Partners's portfolio in Q1 2026, its #27 holding.
  • Rothschild Capital Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.