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Summit Wealth Partners’s Walmart Inc WMT Stock Holding History

Summit 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 		$2.82M Sell
24,913
-106
-0.4% -$13.2K 0.4% 58
2026
Q1 		$3.11M Buy
+25,019
New +$3.07M 0.49% 49

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

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

Summit Wealth Partners reduced its Walmart Inc (WMT) stake by 0.42% in Q2 2026, selling an estimated $13.2K and leaving 24,913 shares worth $2.82M. The position accounts for 0.4% of the portfolio, ranked #58.

Summit Wealth Partners first reported a position in WMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.11M in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Summit Wealth Partners held 24,913 shares of Walmart Inc worth $2.82M as of Q2 2026.
  • Summit Wealth Partners sold 106 Walmart Inc shares in Q2 2026, an estimated $13.2K.
  • Walmart Inc made up 0.4% of Summit Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Summit Wealth Partners first reported a position in Walmart Inc in Q1 2026 and has held it in 2 quarters since.
  • Summit Wealth Partners's Walmart Inc position peaked at $3.11M in Q1 2026.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.