WealthCare Investment Partners’s Walmart Inc WMT Stock Holding History

WealthCare Investment 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	$1.21M	Buy	10,695 +859	+9%	+$107K	0.29%	80
2026 Q1	$1.21M	Buy	9,836 +3,005	+44%	+$369K	0.34%	72
2025 Q4	$770K	Hold	6,831	–	–	0.22%	89
2025 Q3	$696K	Buy	6,831 +4,006	+142%	+$399K	0.23%	90
2025 Q2	$278K	Buy	2,825 +6	+0.2%	+$572	0.1%	129
2025 Q1	$261K	Buy	2,819 +11	+0.4%	+$1.03K	0.11%	125
2024 Q4	$253K	Buy	+2,808	New	+$244K	0.11%	123

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 $3.37T AUM 44.26% 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

WealthCare Investment Partners's WMT Position: Q2 2026 in Review

WealthCare Investment Partners increased its Walmart Inc (WMT) stake by 8.7% in Q2 2026, buying an estimated $107K and bringing the position to 10,695 shares worth $1.21M. The position accounts for 0.29% of the portfolio, ranked #80.

WealthCare Investment Partners first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

WealthCare Investment Partners held 10,695 shares of Walmart Inc worth $1.21M as of Q2 2026.
WealthCare Investment Partners bought 859 Walmart Inc shares in Q2 2026, an estimated $107K.
Walmart Inc made up 0.29% of WealthCare Investment Partners's portfolio in Q2 2026, its #80 holding.
WealthCare Investment Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.