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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
Q2 		$2.39M Buy
21,110
+22
+0.1% +$2.73K 0.51% 29
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 $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

Rothschild Capital Partners's WMT Position: Q2 2026 in Review

Rothschild Capital Partners increased its Walmart Inc (WMT) stake by 0.1% in Q2 2026, buying an estimated $2.73K and bringing the position to 21,110 shares worth $2.39M. The position accounts for 0.51% of the portfolio, ranked #29.

Rothschild Capital Partners first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.62M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Rothschild Capital Partners held 21,110 shares of Walmart Inc worth $2.39M as of Q2 2026.
  • Rothschild Capital Partners bought 22 Walmart Inc shares in Q2 2026, an estimated $2.73K.
  • Walmart Inc made up 0.51% of Rothschild Capital Partners's portfolio in Q2 2026, its #29 holding.
  • Rothschild Capital Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Capital Partners's Walmart Inc position peaked at $2.62M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.