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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Westmount Partners's WMT Position: Q2 2026 in Review

Westmount Partners increased its Walmart Inc (WMT) stake by 0.36% in Q2 2026, buying an estimated $25.6K and bringing the position to 57,307 shares worth $6.49M. The position accounts for 1.42% of the portfolio, ranked #14.

Westmount Partners first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.1M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Westmount Partners held 57,307 shares of Walmart Inc worth $6.49M as of Q2 2026.
  • Westmount Partners bought 206 Walmart Inc shares in Q2 2026, an estimated $25.6K.
  • Walmart Inc made up 1.42% of Westmount Partners's portfolio in Q2 2026, its #14 holding.
  • Westmount Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Walmart Inc position peaked at $7.1M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.