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 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 $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

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

Uniting Wealth Partners reduced its Walmart Inc (WMT) stake by 3.3% in Q1 2026, selling an estimated $3.36M and leaving 801,015 shares worth $99.7M. The position accounts for 21.24% of the portfolio, ranked #1.

Uniting Wealth Partners first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Uniting Wealth Partners held 801,015 shares of Walmart Inc worth $99.7M as of Q1 2026.
Uniting Wealth Partners sold 27,340 Walmart Inc shares in Q1 2026, an estimated $3.36M.
Walmart Inc made up 21.24% of Uniting Wealth Partners's portfolio in Q1 2026, its #1 holding.
Uniting Wealth Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.