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Shepherd Financial Partners’s Walmart Inc WMT Stock Holding History

Shepherd Financial 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 		$5.63M Sell
49,701
-288
-0.6% -$35.8K 0.46% 47
2026
Q1 		$6.21M Sell
49,989
-141
-0.3% -$17.3K 0.59% 40
2025
Q4 		$5.58M Buy
50,130
+528
+1% +$56.7K 0.52% 40
2025
Q3 		$5.11M Buy
49,602
+50
+0.1% +$4.98K 0.49% 45
2025
Q2 		$4.85M Sell
49,552
-554
-1% -$52.8K 0.51% 41
2025
Q1 		$4.4M Buy
50,106
+1,385
+3% +$130K 0.52% 41
2024
Q4 		$4.4M Buy
48,721
+372
+0.8% +$32.3K 0.53% 34
2024
Q3 		$3.9M Buy
48,349
+493
+1% +$36.2K 0.47% 36
2024
Q2 		$3.24M Buy
47,856
+127
+0.3% +$8K 0.42% 40
2024
Q1 		$2.87M Buy
47,729
+2,621
+6% +$150K 0.38% 43
2023
Q4 		$2.37M Sell
45,108
-12
-0% -$635 0.34% 50
2023
Q3 		$2.41M Buy
45,120
+3,678
+9% +$196K 0.38% 51
2023
Q2 		$2.17M Buy
41,442
+651
+2% +$32.8K 0.34% 56
2023
Q1 		$2M Buy
40,791
+66
+0.2% +$3.13K 0.34% 52
2022
Q4 		$1.92M Buy
40,725
+8,634
+27% +$410K 0.35% 52
2022
Q3 		$1.39M Buy
32,091
+15,756
+96% +$690K 0.27% 64
2022
Q2 		$662K Sell
16,335
-10,374
-39% -$478K 0.13% 97
2022
Q1 		$1.33M Buy
26,709
+17,967
+206% +$843K 0.24% 72
2021
Q4 		$420K Buy
8,742
+90
+1% +$4.3K 0.07% 122
2021
Q3 		$402K Buy
8,652
+3,150
+57% +$152K 0.08% 119
2021
Q2 		$259K Buy
5,502
+33
+0.6% +$1.54K 0.05% 134
2021
Q1 		$248K Buy
+5,469
New +$253K 0.05% 131

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

Shepherd Financial Partners's WMT Position: Q2 2026 in Review

Shepherd Financial Partners reduced its Walmart Inc (WMT) stake by 0.58% in Q2 2026, selling an estimated $35.8K and leaving 49,701 shares worth $5.63M. The position accounts for 0.46% of the portfolio, ranked #47.

Shepherd Financial Partners first reported a position in WMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.21M in Q1 2026. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Shepherd Financial Partners held 49,701 shares of Walmart Inc worth $5.63M as of Q2 2026.
  • Shepherd Financial Partners sold 288 Walmart Inc shares in Q2 2026, an estimated $35.8K.
  • Walmart Inc made up 0.46% of Shepherd Financial Partners's portfolio in Q2 2026, its #47 holding.
  • Shepherd Financial Partners first reported a position in Walmart Inc in Q1 2021 and has held it in 22 quarters since.
  • Shepherd Financial Partners's Walmart Inc position peaked at $6.21M in Q1 2026.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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