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 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 $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

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

Triad Wealth Partners reduced its Walmart Inc (WMT) stake by 21% in Q1 2026, selling an estimated $1.05M and leaving 31,838 shares worth $3.96M. The position accounts for 0.31% of the portfolio, ranked #67.

Triad Wealth Partners first reported a position in WMT in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.5M in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Triad Wealth Partners held 31,838 shares of Walmart Inc worth $3.96M as of Q1 2026.
Triad Wealth Partners sold 8,537 Walmart Inc shares in Q1 2026, an estimated $1.05M.
Walmart Inc made up 0.31% of Triad Wealth Partners's portfolio in Q1 2026, its #67 holding.
Triad Wealth Partners first reported a position in Walmart Inc in Q1 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Walmart Inc position peaked at $4.5M in Q4 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.