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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SWS Partners's WMT Position: Q1 2026 in Review

SWS Partners reduced its Walmart Inc (WMT) stake by 0.64% in Q1 2026, selling an estimated $23.1K and leaving 29,047 shares worth $3.62M. The position accounts for 0.89% of the portfolio, ranked #34.

SWS Partners first reported a position in WMT in Q4 2017 and has held it in 10 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • SWS Partners held 29,047 shares of Walmart Inc worth $3.62M as of Q1 2026.
  • SWS Partners sold 188 Walmart Inc shares in Q1 2026, an estimated $23.1K.
  • Walmart Inc made up 0.89% of SWS Partners's portfolio in Q1 2026, its #34 holding.
  • SWS Partners first reported a position in Walmart Inc in Q4 2017 and has held it in 10 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on SWS Partners's 13F filing for Q1 2026, filed 21 Apr 2026.