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 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%	-$9.97K	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 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

Wealthspan Partners's WMT Position: Q1 2026 in Review

Wealthspan Partners increased its Walmart Inc (WMT) stake by 0.03% in Q1 2026, buying an estimated $614 and bringing the position to 17,496 shares worth $2.17M. The position accounts for 0.77% of the portfolio, ranked #31.

Wealthspan Partners first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Wealthspan Partners held 17,496 shares of Walmart Inc worth $2.17M as of Q1 2026.
Wealthspan Partners bought 5 Walmart Inc shares in Q1 2026, an estimated $614.
Walmart Inc made up 0.77% of Wealthspan Partners's portfolio in Q1 2026, its #31 holding.
Wealthspan Partners first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.