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 Q3	$216K	Buy	+2,074	New	+$228K	0.03%	100
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

TFO Wealth Partners's WMT Position: Q3 2026 in Review

TFO Wealth Partners opened a new position in Walmart Inc (WMT) in Q3 2026: 2,074 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #100 among its holdings. This is a return to the name: TFO Wealth Partners previously reported a position in WMT as recently as Q1 2026.

TFO Wealth Partners first reported a position in WMT in Q4 2019 and has held it in 13 quarters since. The position peaked at $322K in Q3 2020. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

TFO Wealth Partners held 2,074 shares of Walmart Inc worth $216K as of Q3 2026.
Walmart Inc was a new TFO Wealth Partners position in Q3 2026.
Walmart Inc made up 0.03% of TFO Wealth Partners's portfolio in Q3 2026, its #100 holding.
TFO Wealth Partners first reported a position in Walmart Inc in Q4 2019 and has held it in 13 quarters since.
TFO Wealth Partners's Walmart Inc position peaked at $322K in Q3 2020.
3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on TFO Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.