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Significant Wealth Partners’s Walmart Inc WMT Stock Holding History

Significant 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 		$378K Buy
3,339
+46
+1% +$5.71K 0.41% 66
2026
Q1 		$409K Sell
3,293
-255
-7% -$31.3K 0.5% 59
2025
Q4 		$395K Sell
3,548
-3,799
-52% -$408K 0.44% 31
2025
Q3 		$757K Buy
7,347
+930
+14% +$92.6K 0.37% 25
2025
Q2 		$627K Sell
6,417
-940
-13% -$89.6K 0.31% 24
2025
Q1 		$646K Sell
7,357
-370
-5% -$34.7K 0.33% 17
2024
Q4 		$698K Sell
7,727
-431
-5% -$37.4K 0.36% 13
2024
Q3 		$659K Buy
8,158
+1,191
+17% +$87.5K 0.34% 17
2024
Q2 		$472K Buy
6,967
+1,592
+30% +$100K 0.27% 20
2024
Q1 		$323K Sell
5,375
-6,835
-56% -$391K 0.21% 121
2023
Q4 		$642K Buy
+12,210
New +$646K 0.47% 62

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

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

Significant Wealth Partners increased its Walmart Inc (WMT) stake by 1.4% in Q2 2026, buying an estimated $5.71K and bringing the position to 3,339 shares worth $378K. The position accounts for 0.41% of the portfolio, ranked #66.

Significant Wealth Partners first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $757K in Q3 2025. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Significant Wealth Partners held 3,339 shares of Walmart Inc worth $378K as of Q2 2026.
  • Significant Wealth Partners bought 46 Walmart Inc shares in Q2 2026, an estimated $5.71K.
  • Walmart Inc made up 0.41% of Significant Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Significant Wealth Partners first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Significant Wealth Partners's Walmart Inc position peaked at $757K in Q3 2025.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.