Wealthspan Partners
WMT icon

Wealthspan Partners’s Walmart Inc WMT Stock Holding History

Wealthspan 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
Q3 		$1.82M Buy
17,476
+129
+0.7% +$14.2K 0.55% 37
2026
Q2 		$1.96M Sell
17,347
-149
-0.9% -$18.5K 0.62% 34
2026
Q1 		$2.17M Buy
17,496
+5
+0% +$614 0.77% 31
2025
Q4 		$1.95M Sell
17,491
-313
-2% -$33.6K 0.71% 33
2025
Q3 		$1.83M Sell
17,804
-101
-0.6% -$10.1K 0.7% 32
2025
Q2 		$1.75M Buy
17,905
+2
+0% +$191 0.72% 31
2025
Q1 		$1.57M Buy
17,903
+57
+0.3% +$5.35K 0.73% 31
2024
Q4 		$1.61M Hold
17,846
– – 0.77% 31
2024
Q3 		$1.44M Buy
17,846
+83
+0.5% +$6.1K 0.71% 30
2024
Q2 		$1.2M Sell
17,763
-27
-0.2% -$1.7K 0.66% 30
2024
Q1 		$1.07M Buy
17,790
+423
+2% +$24.2K 0.63% 30
2023
Q4 		$913K Hold
17,367
– – 0.64% 28
2023
Q3 		$926K Hold
17,367
– – 0.73% 25
2023
Q2 		$910K Hold
17,367
– – 0.72% 26
2023
Q1 		$854K Sell
17,367
-210
-1% -$10K 0.73% 24
2022
Q4 		$831K Hold
17,577
– – 0.76% 25
2022
Q3 		$760K Hold
17,577
– – 0.79% 25
2022
Q2 		$712K Hold
17,577
– – 0.74% 26
2022
Q1 		$873K Hold
17,577
– – 0.79% 23
2021
Q4 		$848K Buy
+17,577
New +$839K 0.75% 25

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Wealthspan Partners's WMT Position: Q3 2026 in Review

Wealthspan Partners increased its Walmart Inc (WMT) stake by 0.74% in Q3 2026, buying an estimated $14.2K and bringing the position to 17,476 shares worth $1.82M. The position accounts for 0.55% of the portfolio, ranked #37.

Wealthspan Partners first reported a position in WMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.17M in Q1 2026. 3,814 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Wealthspan Partners held 17,476 shares of Walmart Inc worth $1.82M as of Q3 2026.
  • Wealthspan Partners bought 129 Walmart Inc shares in Q3 2026, an estimated $14.2K.
  • Walmart Inc made up 0.55% of Wealthspan Partners's portfolio in Q3 2026, its #37 holding.
  • Wealthspan Partners first reported a position in Walmart Inc in Q4 2021 and has held it in 20 quarters since.
  • Wealthspan Partners's Walmart Inc position peaked at $2.17M in Q1 2026.
  • 3,814 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Wealthspan Partners's 13F filing for Q3 2026, filed 12 Nov 2026.