WealthShield Partners’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.62M | Sell |
53,249
-1,310
| -2% | -$161K | 0.74% | 33 |
|
|
2025
Q4 | $6.08M | Buy |
54,559
+57
| +0.1% | +$6.12K | 0.67% | 41 |
|
|
2025
Q3 | $5.62M | Sell |
54,502
-140
| -0.3% | -$13.9K | 0.64% | 43 |
|
|
2025
Q2 | $5.34M | Sell |
54,642
-44,318
| -45% | -$4.22M | 0.65% | 43 |
|
|
2025
Q1 | $8.7M | Buy |
98,960
+46,130
| +87% | +$4.33M | 1.12% | 21 |
|
|
2024
Q4 | $4.78M | Sell |
52,830
-5,534
| -9% | -$480K | 0.68% | 40 |
|
|
2024
Q3 | $4.71M | Buy |
58,364
+1,797
| +3% | +$132K | 0.64% | 40 |
|
|
2024
Q2 | $3.83M | Sell |
56,567
-2,414
| -4% | -$152K | 0.58% | 41 |
|
|
2024
Q1 | $3.56M | Buy |
58,981
+1,252
| +2% | +$71.6K | 0.58% | 41 |
|
|
2023
Q4 | $3.04M | Buy |
57,729
+6,039
| +12% | +$320K | 0.5% | 51 |
|
|
2023
Q3 | $2.76M | Buy |
51,690
+11,958
| +30% | +$636K | 0.42% | 65 |
|
|
2023
Q2 | $2.08M | Buy |
39,732
+897
| +2% | +$45.3K | 0.31% | 81 |
|
|
2023
Q1 | $1.92M | Buy |
38,835
+1,965
| +5% | +$93.3K | 0.31% | 87 |
|
|
2022
Q4 | $1.75M | Buy |
36,870
+2,175
| +6% | +$103K | 0.34% | 81 |
|
|
2022
Q3 | $1.5M | Buy |
34,695
+1,860
| +6% | +$81.5K | 0.3% | 90 |
|
|
2022
Q2 | $1.33M | Buy |
32,835
+5,517
| +20% | +$254K | 0.26% | 97 |
|
|
2022
Q1 | $1.36M | Buy |
27,318
+4,809
| +21% | +$226K | 0.22% | 112 |
|
|
2021
Q4 | $1.09M | Buy |
22,509
+4,737
| +27% | +$226K | 0.18% | 122 |
|
|
2021
Q3 | $826K | Sell |
17,772
-4,572
| -20% | -$220K | 0.22% | 100 |
|
|
2021
Q2 | $1.05M | Buy |
22,344
+1,422
| +7% | +$66.2K | 0.16% | 100 |
|
|
2021
Q1 | $947K | Buy |
20,922
+1,365
| +7% | +$63.2K | 0.17% | 103 |
|
|
2020
Q4 | $940K | Buy |
19,557
+3,453
| +21% | +$168K | 0.17% | 108 |
|
|
2020
Q3 | $751K | Buy |
16,104
+1,386
| +9% | +$61.6K | 0.26% | 84 |
|
|
2020
Q2 | $588K | Sell |
14,718
-1,770
| -11% | -$72.8K | 0.27% | 87 |
|
|
2020
Q1 | $624K | Buy |
16,488
+4,713
| +40% | +$181K | 0.38% | 64 |
|
|
2019
Q4 | $466K | Buy |
11,775
+1,128
| +11% | +$44.8K | 0.23% | 98 |
|
|
2019
Q3 | $421K | Sell |
10,647
-141
| -1% | -$5.32K | 0.22% | 103 |
|
|
2019
Q2 | $397K | Buy |
10,788
+750
| +7% | +$25.8K | 0.23% | 101 |
|
|
2019
Q1 | $327K | Buy |
10,038
+2,790
| +38% | +$90.5K | 0.18% | 98 |
|
|
2018
Q4 | $226K | Sell |
7,248
-2,889
| -28% | -$92.6K | 0.15% | 113 |
|
|
2018
Q3 | $317K | Buy |
10,137
+222
| +2% | +$6.79K | 0.18% | 87 |
|
|
2018
Q2 | $283K | Buy |
9,915
+618
| +7% | +$17.6K | 0.17% | 92 |
|
|
2018
Q1 | $277K | Buy |
9,297
+1,374
| +17% | +$44.2K | 0.18% | 93 |
|
|
2017
Q4 | $260K | Buy |
+7,923
| New | +$242K | 0.16% | 109 |
|
Other funds holding WMT
VCM
VPM
WealthShield Partners's WMT Position: Q1 2026 in Review
WealthShield Partners reduced its Walmart Inc (WMT) stake by 2.4% in Q1 2026, selling an estimated $161K and leaving 53,249 shares worth $6.62M. The position accounts for 0.74% of the portfolio, ranked #33.
WealthShield Partners first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.7M in Q1 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- WealthShield Partners held 53,249 shares of Walmart Inc worth $6.62M as of Q1 2026.
- WealthShield Partners sold 1,310 Walmart Inc shares in Q1 2026, an estimated $161K.
- Walmart Inc made up 0.74% of WealthShield Partners's portfolio in Q1 2026, its #33 holding.
- WealthShield Partners first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's Walmart Inc position peaked at $8.7M in Q1 2025.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.