Uniting Wealth Partners’s Walmart Inc WMT Stock Holding History

Uniting 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	$89.7M	Sell	791,983 -9,032	-1%	-$1.12M	18.21%	1
2026 Q1	$99.7M	Sell	801,015 -27,340	-3%	-$3.36M	21.24%	1
2025 Q4	$92.3M	Sell	828,355 -8,573	-1%	-$920K	28.29%	1
2025 Q3	$86.3M	Sell	836,928 -140,362	-14%	-$14M	20.36%	1
2025 Q2	$95.6M	Sell	977,290 -26,181	-3%	-$2.49M	36.95%	1
2025 Q1	$88.1M	Sell	1,003,471 -14,280	-1%	-$1.34M	44.15%	1
2024 Q4	$92M	Buy	+1,017,751	New	+$88.3M	44.41%	1

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 $3.38T AUM 44.17% 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

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

Uniting Wealth Partners reduced its Walmart Inc (WMT) stake by 1.1% in Q2 2026, selling an estimated $1.12M and leaving 791,983 shares worth $89.7M. The position accounts for 18.21% of the portfolio, ranked #1.

Uniting Wealth Partners first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $99.7M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Uniting Wealth Partners held 791,983 shares of Walmart Inc worth $89.7M as of Q2 2026.
Uniting Wealth Partners sold 9,032 Walmart Inc shares in Q2 2026, an estimated $1.12M.
Walmart Inc made up 18.21% of Uniting Wealth Partners's portfolio in Q2 2026, its #1 holding.
Uniting Wealth Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Uniting Wealth Partners's Walmart Inc position peaked at $99.7M in Q1 2026.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.