Triad Wealth Partners’s Walmart Inc WMT Stock Holding History

Triad 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	$4.3M	Buy	38,824 +6,986	+22%	+$867K	0.25%	69
2026 Q1	$3.96M	Sell	31,838 -8,537	-21%	-$1.05M	0.31%	67
2025 Q4	$4.5M	Buy	40,375 +22,961	+132%	+$2.47M	0.43%	54
2025 Q3	$1.79M	Buy	17,414 +4,918	+39%	+$490K	0.23%	74
2025 Q2	$1.22M	Buy	12,496 +2,140	+21%	+$204K	0.25%	70
2025 Q1	$909K	Buy	10,356 +717	+7%	+$67.3K	0.28%	60
2024 Q4	$871K	Buy	+9,639	New	+$836K	0.31%	54
2024 Q3	–	Sell	-7,425	Closed	-$503K	–	948
2024 Q2	$503K	Buy	7,425 +3,915	+112%	+$247K	0.26%	37
2024 Q1	$211K	Buy	+3,510	New	+$201K	0.16%	57

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Triad Wealth Partners increased its Walmart Inc (WMT) stake by 22% in Q2 2026, buying an estimated $867K and bringing the position to 38,824 shares worth $4.3M. The position accounts for 0.25% of the portfolio, ranked #69.

Triad Wealth Partners first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.5M in Q4 2025. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Triad Wealth Partners held 38,824 shares of Walmart Inc worth $4.3M as of Q2 2026.
Triad Wealth Partners bought 6,986 Walmart Inc shares in Q2 2026, an estimated $867K.
Walmart Inc made up 0.25% of Triad Wealth Partners's portfolio in Q2 2026, its #69 holding.
Triad Wealth Partners first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
Triad Wealth Partners's Walmart Inc position peaked at $4.5M in Q4 2025.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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