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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
Q2 		$1.18M Buy
10,433
+14
+0.1% +$1.74K 0.57% 39
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 $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

Semus Wealth Partners's WMT Position: Q2 2026 in Review

Semus Wealth Partners increased its Walmart Inc (WMT) stake by 0.13% in Q2 2026, buying an estimated $1.74K and bringing the position to 10,433 shares worth $1.18M. The position accounts for 0.57% of the portfolio, ranked #39.

Semus Wealth Partners first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q1 2026. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Semus Wealth Partners held 10,433 shares of Walmart Inc worth $1.18M as of Q2 2026.
  • Semus Wealth Partners bought 14 Walmart Inc shares in Q2 2026, an estimated $1.74K.
  • Walmart Inc made up 0.57% of Semus Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • Semus Wealth Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's Walmart Inc position peaked at $1.29M in Q1 2026.
  • 4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.