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Semus Wealth Partners’s Walmart Inc WMT Stock Holding History

Semus Wealth 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 		$1.29M Sell
10,419
-80
-0.8% -$9.82K 0.72% 34
2025
Q4 		$1.17M Sell
10,499
-13
-0.1% -$1.4K 0.63% 38
2025
Q3 		$1.08M Buy
10,512
+318
+3% +$31.7K 0.61% 41
2025
Q2 		$997K Buy
10,194
+57
+0.6% +$5.43K 0.65% 38
2025
Q1 		$890K Buy
10,137
+350
+4% +$32.8K 0.62% 38
2024
Q4 		$884K Sell
9,787
-345
-3% -$29.9K 0.59% 36
2024
Q3 		$818K Buy
10,132
+110
+1% +$8.08K 0.57% 39
2024
Q2 		$679K Sell
10,022
-271
-3% -$17.1K 0.52% 40
2024
Q1 		$619K Buy
10,293
+42
+0.4% +$2.4K 0.52% 38
2023
Q4 		$539K Buy
10,251
+270
+3% +$14.3K 0.44% 49
2023
Q3 		$532K Sell
9,981
-93
-0.9% -$4.95K 0.5% 44
2023
Q2 		$528K Buy
10,074
+1,068
+12% +$53.9K 0.48% 50
2023
Q1 		$443K Sell
9,006
-1,317
-13% -$62.5K 0.48% 51
2022
Q4 		$488K Buy
+10,323
New +$490K 0.59% 43

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

Semus Wealth Partners's WMT Position: Q1 2026 in Review

Semus Wealth Partners reduced its Walmart Inc (WMT) stake by 0.76% in Q1 2026, selling an estimated $9.82K and leaving 10,419 shares worth $1.29M. The position accounts for 0.72% of the portfolio, ranked #34.

Semus Wealth Partners first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Semus Wealth Partners held 10,419 shares of Walmart Inc worth $1.29M as of Q1 2026.
  • Semus Wealth Partners sold 80 Walmart Inc shares in Q1 2026, an estimated $9.82K.
  • Walmart Inc made up 0.72% of Semus Wealth Partners's portfolio in Q1 2026, its #34 holding.
  • Semus Wealth Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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