WP
WMT icon

Westmount Partners’s Walmart Inc WMT Stock Holding History

Westmount 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 		$6.49M Buy
57,307
+206
+0.4% +$25.6K 1.42% 14
2026
Q1 		$7.1M Buy
57,101
+2,133
+4% +$262K 1.75% 13
2025
Q4 		$6.12M Sell
54,968
-147
-0.3% -$15.8K 1.53% 14
2025
Q3 		$5.62M Buy
55,115
+18
+0% +$1.79K 1.45% 14
2025
Q2 		$5.39M Buy
55,097
+20
+0% +$1.91K 1.48% 15
2025
Q1 		$4.84M Sell
55,077
-753
-1% -$70.6K 1.47% 13
2024
Q4 		$5.04M Buy
55,830
+886
+2% +$76.9K 1.53% 13
2024
Q3 		$4.44M Buy
54,944
+45
+0.1% +$3.31K 1.33% 15
2024
Q2 		$3.7M Sell
54,899
-109
-0.2% -$6.86K 1.22% 16
2024
Q1 		$3.31M Buy
55,008
+168
+0.3% +$9.61K 1.19% 18
2023
Q4 		$2.88M Sell
54,840
-660
-1% -$34.9K 1.18% 16
2023
Q3 		$2.96M Buy
55,500
+825
+2% +$43.9K 1.3% 14
2023
Q2 		$2.86M Sell
54,675
-471
-0.9% -$23.8K 1.25% 16
2023
Q1 		$2.71M Buy
55,146
+942
+2% +$44.7K 1.25% 15
2022
Q4 		$2.56M Buy
+54,204
New +$2.57M 1.33% 14

Other funds holding WMT

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return