TWP
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TFO Wealth Partners’s Walmart Inc WMT Stock Holding History

TFO 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 		– Sell
-1,660
Closed -$206K – 75
2026
Q1 		$206K Buy
+1,660
New +$204K 0.03% 70
2024
Q2 		– Sell
-138
Closed -$8.3K – 752
2024
Q1 		$8.3K Sell
138
-27
-16% -$1.54K ﹤0.01% 97
2023
Q4 		$8.67K Hold
165
– – ﹤0.01% 103
2023
Q3 		$8.64K Buy
165
+27
+20% +$1.44K ﹤0.01% 168
2023
Q2 		$7.23K Hold
138
– – ﹤0.01% 161
2023
Q1 		$6.78K Buy
138
+132
+2,200% +$6.26K ﹤0.01% 121
2022
Q4 		$91 Buy
+6
New +$285 ﹤0.01% 792
2022
Q3 		– Sell
-225
Closed -$9K – 501
2022
Q2 		$9K Buy
+225
New +$10.4K ﹤0.01% 146
2020
Q4 		– Sell
-6,900
Closed -$322K – 174
2020
Q3 		$322K Sell
6,900
-129
-2% -$5.74K 0.12% 21
2020
Q2 		$281K Hold
7,029
– – 0.11% 25
2020
Q1 		$266K Hold
7,029
– – 0.11% 29
2019
Q4 		$278K Buy
+7,029
New +$279K 0.26% 26

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

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

TFO Wealth Partners sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,660 shares — an estimated $206K sold.

TFO Wealth Partners first reported a position in WMT in Q4 2019 and held it in 12 quarters. The position peaked at $322K in Q3 2020. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • TFO Wealth Partners reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • TFO Wealth Partners sold 1,660 Walmart Inc shares in Q2 2026, an estimated $206K.
  • TFO Wealth Partners first reported a position in Walmart Inc in Q4 2019 and held it in 12 quarters.
  • TFO Wealth Partners's Walmart Inc position peaked at $322K in Q3 2020.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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