Tower Wealth Partners’s Walmart Inc WMT Stock Holding History

Tower 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 Q1	$404K	Buy	3,248 +286	+10%	+$35.1K	0.22%	55
2025 Q4	$330K	Buy	+2,962	New	+$318K	0.18%	60
2024 Q4	–	Sell	-3,811	Closed	-$308K	–	86
2024 Q3	$308K	Sell	3,811 -214	-5%	-$15.7K	0.18%	50
2024 Q2	$273K	Sell	4,025 -2,939	-42%	-$185K	0.17%	51
2024 Q1	$419K	Buy	6,964 +445	+7%	+$25.5K	0.27%	35
2023 Q4	$343K	Buy	6,519 +1,410	+28%	+$74.6K	0.24%	42
2023 Q3	$272K	Buy	5,109 +750	+17%	+$39.9K	0.22%	44
2023 Q2	$228K	Buy	+4,359	New	+$220K	0.18%	47

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tower Wealth Partners's WMT Position: Q1 2026 in Review

Tower Wealth Partners increased its Walmart Inc (WMT) stake by 9.7% in Q1 2026, buying an estimated $35.1K and bringing the position to 3,248 shares worth $404K. The position accounts for 0.22% of the portfolio, ranked #55.

Tower Wealth Partners first reported a position in WMT in Q2 2023 and has held it in 8 quarters since. The position peaked at $419K in Q1 2024. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Tower Wealth Partners held 3,248 shares of Walmart Inc worth $404K as of Q1 2026.
Tower Wealth Partners bought 286 Walmart Inc shares in Q1 2026, an estimated $35.1K.
Walmart Inc made up 0.22% of Tower Wealth Partners's portfolio in Q1 2026, its #55 holding.
Tower Wealth Partners first reported a position in Walmart Inc in Q2 2023 and has held it in 8 quarters since.
Tower Wealth Partners's Walmart Inc position peaked at $419K in Q1 2024.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.