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Wealth Management Partners’s Walmart Inc WMT Stock Holding History

Wealth Management 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 		$1.93M Buy
17,048
+369
+2% +$45.8K 0.45% 49
2026
Q1 		$2.07M Buy
16,679
+573
+4% +$70.3K 0.59% 41
2025
Q4 		$1.79M Sell
16,106
-59
-0.4% -$6.33K 0.51% 42
2025
Q3 		$1.67M Buy
16,165
+163
+1% +$16.2K 0.53% 39
2025
Q2 		$1.59M Buy
16,002
+132
+0.8% +$12.6K 0.56% 39
2025
Q1 		$1.39M Buy
15,870
+364
+2% +$34.1K 0.65% 36
2024
Q4 		$1.4M Buy
15,506
+846
+6% +$73.4K 0.6% 37
2024
Q3 		$1.18M Hold
14,660
– – 0.55% 38
2024
Q2 		$993K Buy
14,660
+684
+5% +$43.1K 0.48% 46
2024
Q1 		$841K Buy
13,976
+593
+4% +$33.9K 0.43% 49
2023
Q4 		$703K Buy
13,383
+57
+0.4% +$3.02K 0.39% 53
2023
Q3 		$710K Buy
13,326
+1,836
+16% +$97.7K 0.44% 50
2023
Q2 		$602K Buy
11,490
+1,917
+20% +$96.7K 0.38% 54
2023
Q1 		$470K Buy
9,573
+573
+6% +$27.2K 0.33% 64
2022
Q4 		$418K Hold
9,000
– – 0.35% 64
2022
Q3 		$343K Buy
9,000
+3,000
+50% +$131K 0.3% 64
2022
Q2 		$290K Hold
6,000
– – 0.25% 76
2022
Q1 		$331K Hold
6,000
– – 0.24% 79
2021
Q4 		$321K Sell
6,000
-804
-12% -$38.4K 0.22% 86
2021
Q3 		$316K Sell
6,804
-408
-6% -$19.7K 0.23% 84
2021
Q2 		$339K Hold
7,212
– – 0.24% 86
2021
Q1 		$336K Buy
7,212
+300
+4% +$13.9K 0.25% 83
2020
Q4 		$340K Buy
+6,912
New +$336K 0.27% 85

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Wealth Management Partners increased its Walmart Inc (WMT) stake by 2.2% in Q2 2026, buying an estimated $45.8K and bringing the position to 17,048 shares worth $1.93M. The position accounts for 0.45% of the portfolio, ranked #49.

Wealth Management Partners first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.07M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Wealth Management Partners held 17,048 shares of Walmart Inc worth $1.93M as of Q2 2026.
  • Wealth Management Partners bought 369 Walmart Inc shares in Q2 2026, an estimated $45.8K.
  • Walmart Inc made up 0.45% of Wealth Management Partners's portfolio in Q2 2026, its #49 holding.
  • Wealth Management Partners first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's Walmart Inc position peaked at $2.07M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.