TSG Advice Partners’s Walmart Inc WMT Stock Holding History

TSG Advice 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	$1.25M	Buy	10,060 +248	+3%	+$30.4K	0.19%	43
2025 Q4	$1.09M	Buy	+9,812	New	+$1.05M	0.17%	36

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

TSG Advice Partners's WMT Position: Q1 2026 in Review

TSG Advice Partners increased its Walmart Inc (WMT) stake by 2.5% in Q1 2026, buying an estimated $30.4K and bringing the position to 10,060 shares worth $1.25M. The position accounts for 0.19% of the portfolio, ranked #43.

TSG Advice Partners first reported a position in WMT in Q4 2025 and has held it in 2 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

TSG Advice Partners held 10,060 shares of Walmart Inc worth $1.25M as of Q1 2026.
TSG Advice Partners bought 248 Walmart Inc shares in Q1 2026, an estimated $30.4K.
Walmart Inc made up 0.19% of TSG Advice Partners's portfolio in Q1 2026, its #43 holding.
TSG Advice Partners first reported a position in Walmart Inc in Q4 2025 and has held it in 2 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.