SWS Partners’s Walmart Inc WMT Stock Holding History

SWS 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 Q3	$3.04M	Buy	29,231 +706	+2%	+$77.5K	0.65%	53
2026 Q2	$3.23M	Sell	28,525 -522	-2%	-$64.8K	0.7%	47
2026 Q1	$3.62M	Sell	29,047 -188	-0.6%	-$23.1K	0.89%	34
2025 Q4	$3.26M	Buy	29,235 +303	+1%	+$32.5K	0.79%	42
2025 Q3	$2.98M	Buy	28,932 +962	+3%	+$95.8K	0.73%	49
2025 Q2	$2.73M	Buy	27,970 +3,431	+14%	+$327K	0.74%	48
2025 Q1	$2.15M	Sell	24,539 -65	-0.3%	-$6.1K	0.71%	53
2024 Q4	$2.23M	Buy	24,604 +378	+2%	+$32.8K	0.67%	56
2024 Q3	$1.96M	Sell	24,226 -4,026	-14%	-$296K	0.62%	64
2024 Q2	$1.91M	Buy	+28,252	New	+$1.78M	0.57%	69
2018 Q2	–	Sell	-1,359	Closed	-$39K	–	318
2018 Q1	$39K	Hold	1,359	–	–	0.03%	168
2017 Q4	$45K	Buy	+1,359	New	+$41.6K	0.03%	152

Other funds holding WMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

SWS Partners's WMT Position: Q3 2026 in Review

SWS Partners increased its Walmart Inc (WMT) stake by 2.5% in Q3 2026, buying an estimated $77.5K and bringing the position to 29,231 shares worth $3.04M. The position accounts for 0.65% of the portfolio, ranked #53.

SWS Partners first reported a position in WMT in Q4 2017 and has held it in 12 quarters since. The position peaked at $3.62M in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

SWS Partners held 29,231 shares of Walmart Inc worth $3.04M as of Q3 2026.
SWS Partners bought 706 Walmart Inc shares in Q3 2026, an estimated $77.5K.
Walmart Inc made up 0.65% of SWS Partners's portfolio in Q3 2026, its #53 holding.
SWS Partners first reported a position in Walmart Inc in Q4 2017 and has held it in 12 quarters since.
SWS Partners's Walmart Inc position peaked at $3.62M in Q1 2026.
3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.