RWA Wealth Partners’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.7M | Sell |
367,394
-4,234
| -1% | -$520K | 0.5% | 36 |
|
|
2025
Q4 | $41.4M | Buy |
371,628
+2,592
| +0.7% | +$278K | 0.45% | 37 |
|
|
2025
Q3 | $38M | Sell |
369,036
-49,905
| -12% | -$4.97M | 0.43% | 38 |
|
|
2025
Q2 | $41M | Sell |
418,941
-25,661
| -6% | -$2.44M | 0.51% | 31 |
|
|
2025
Q1 | $39M | Sell |
444,602
-106,013
| -19% | -$9.95M | 0.49% | 31 |
|
|
2024
Q4 | $49.7M | Sell |
550,615
-129,882
| -19% | -$11.3M | 0.61% | 26 |
|
|
2024
Q3 | $55M | Buy |
680,497
+82,229
| +14% | +$6.04M | 0.69% | 20 |
|
|
2024
Q2 | $40.5M | Sell |
598,268
-7,573
| -1% | -$477K | 0.53% | 27 |
|
|
2024
Q1 | $36.5M | Buy |
605,841
+42,087
| +7% | +$2.41M | 0.49% | 32 |
|
|
2023
Q4 | $29.6M | Buy |
563,754
+352,170
| +166% | +$18.6M | 0.42% | 36 |
|
|
2023
Q3 | $11.3M | Buy |
211,584
+5,082
| +2% | +$270K | 0.25% | 42 |
|
|
2023
Q2 | $10.8M | Buy |
206,502
+19,467
| +10% | +$982K | 0.24% | 41 |
|
|
2023
Q1 | $9.19M | Buy |
187,035
+4,665
| +3% | +$221K | 0.22% | 40 |
|
|
2022
Q4 | $8.88M | Buy |
182,370
+8,490
| +5% | +$403K | 0.22% | 44 |
|
|
2022
Q3 | $7.52M | Buy |
173,880
+2,979
| +2% | +$130K | 0.53% | 42 |
|
|
2022
Q2 | $6.93M | Sell |
170,901
-393
| -0.2% | -$18.1K | 0.47% | 43 |
|
|
2022
Q1 | $8.5M | Buy |
171,294
+10,518
| +7% | +$494K | 0.55% | 45 |
|
|
2021
Q4 | $7.75M | Buy |
160,776
+1,806
| +1% | +$86.2K | 0.52% | 53 |
|
|
2021
Q3 | $7.39M | Buy |
158,970
+4,476
| +3% | +$216K | 0.55% | 55 |
|
|
2021
Q2 | $7.26M | Buy |
154,494
+144,726
| +1,482% | +$6.74M | 0.54% | 53 |
|
|
2021
Q1 | $442K | Buy |
9,768
+1,386
| +17% | +$64.2K | 0.04% | 169 |
|
|
2020
Q4 | $403K | Sell |
8,382
-4,551
| -35% | -$221K | 0.04% | 171 |
|
|
2020
Q3 | $603K | Sell |
12,933
-267
| -2% | -$11.9K | 0.06% | 139 |
|
|
2020
Q2 | $527K | Buy |
13,200
+144
| +1% | +$5.92K | 0.06% | 142 |
|
|
2020
Q1 | $494K | Buy |
13,056
+144
| +1% | +$5.54K | 0.07% | 133 |
|
|
2019
Q4 | $511K | Sell |
12,912
-150
| -1% | -$5.96K | 0.05% | 163 |
|
|
2019
Q3 | $517K | Buy |
13,062
+7,197
| +123% | +$272K | 0.05% | 162 |
|
|
2019
Q2 | $216K | Buy |
+5,865
| New | +$202K | 0.02% | 210 |
|
|
2019
Q1 | – | Sell |
-6,576
| Closed | -$204K | – | 244 |
|
|
2018
Q4 | $204K | Buy |
+6,576
| New | +$211K | 0.03% | 211 |
|
|
2018
Q3 | – | Sell |
-5,805
| Closed | -$166K | – | 699 |
|
|
2018
Q2 | $166K | Buy |
5,805
+2,526
| +77% | +$71.8K | 0.02% | 252 |
|
|
2018
Q1 | $97K | Sell |
3,279
-3,096
| -49% | -$99.6K | 0.01% | 269 |
|
|
2017
Q4 | $210K | Sell |
6,375
-5,994
| -48% | -$183K | 0.02% | 224 |
|
|
2017
Q3 | $322K | Buy |
+12,369
| New | +$324K | 0.04% | 186 |
|
Other funds holding WMT
VCM
VPM
RWA Wealth Partners's WMT Position: Q1 2026 in Review
RWA Wealth Partners reduced its Walmart Inc (WMT) stake by 1.1% in Q1 2026, selling an estimated $520K and leaving 367,394 shares worth $45.7M. The position accounts for 0.5% of the portfolio, ranked #36.
RWA Wealth Partners first reported a position in WMT in Q3 2017 and has held it in 33 quarters since. The position peaked at $55M in Q3 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- RWA Wealth Partners held 367,394 shares of Walmart Inc worth $45.7M as of Q1 2026.
- RWA Wealth Partners sold 4,234 Walmart Inc shares in Q1 2026, an estimated $520K.
- Walmart Inc made up 0.5% of RWA Wealth Partners's portfolio in Q1 2026, its #36 holding.
- RWA Wealth Partners first reported a position in Walmart Inc in Q3 2017 and has held it in 33 quarters since.
- RWA Wealth Partners's Walmart Inc position peaked at $55M in Q3 2024.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.