Wick Capital Partners LLC Has $4.27 Million Stock Position in Walmart Inc. $WMT

Posted by Brian Himes on Jun 19th, 2026

Walmart logo Wick Capital Partners LLC boosted its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 1,459.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 38,337 shares of the retailer’s stock after acquiring an additional 35,879 shares during the period. Wick Capital Partners LLC’s holdings in Walmart were worth $4,271,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Entrust Financial LLC acquired a new position in shares of Walmart in the 4th quarter worth approximately $27,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Walmart during the third quarter worth $30,000. Beacon Financial Strategies CORP acquired a new stake in shares of Walmart during the fourth quarter worth $30,000. Bay Harbor Wealth Management LLC raised its stake in Walmart by 57.4% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 288 shares of the retailer’s stock worth $32,000 after buying an additional 105 shares during the last quarter. Finally, Clayton Financial Group LLC raised its stake in Walmart by 193.0% during the fourth quarter. Clayton Financial Group LLC now owns 293 shares of the retailer’s stock worth $33,000 after buying an additional 193 shares during the last quarter. Institutional investors and hedge funds own 26.76% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have commented on the stock. Wolfe Research reaffirmed an “outperform” rating and set a $137.00 price target (up from $135.00) on shares of Walmart in a research report on Monday, May 11th. Sanford C. Bernstein reissued an “outperform” rating on shares of Walmart in a research report on Monday, June 8th. Freedom Capital raised Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. Truist Financial set a $140.00 target price on Walmart in a research report on Thursday, May 21st. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $137.00 target price (down from $140.00) on shares of Walmart in a research note on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $138.85.

View Our Latest Analysis on Walmart

Key Stories Impacting Walmart

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Analyst commentary remains broadly supportive, with a consensus “Moderate Buy” rating and an average price target around $138.85, suggesting Wall Street still sees upside from current levels. Article Title
Positive Sentiment: Walmart’s latest earnings showed solid operating momentum, with revenue topping expectations and sales up 7.4% year over year, reinforcing the company’s defensive growth profile. Article Title
Positive Sentiment: Several articles highlighted Walmart’s e-commerce, marketplace and higher-margin digital initiatives as key reasons bulls remain constructive after the stock’s recent pullback. Article Title
Neutral Sentiment: Coverage comparing Walmart with other retail and wholesale alternatives may be prompting some portfolio rotation, but it does not appear to signal a fundamental change in the business. Article Title
Neutral Sentiment: Walmart also drew attention for its competition with Amazon in retail data and ad monetization, underscoring a strategic growth area rather than an immediate earnings catalyst. Article Title
Negative Sentiment: A recent 9.2% pullback and the stock’s move below key moving averages reflect investor caution about fuel costs, consumer pressure and whether near-term margins can keep pace. Article Title
Negative Sentiment: Insider selling by EVP Daniel Bartlett, though conducted under a pre-arranged 10b5-1 plan and relatively small versus his holdings, can still add to short-term negative sentiment. Article Title

Walmart Trading Down 0.8%

NASDAQ:WMT opened at $117.18 on Friday. Walmart Inc. has a 12 month low of $94.23 and a 12 month high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.42. The stock has a market capitalization of $932.53 billion, a price-to-earnings ratio of 41.12, a PEG ratio of 4.41 and a beta of 0.59. The firm has a fifty day simple moving average of $124.81 and a two-hundred day simple moving average of $122.07.

Walmart (NASDAQ:WMT – Get Free Report) last announced its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share for the quarter, meeting the consensus estimate of $0.66. The firm had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The business’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Analysts expect that Walmart Inc. will post 2.89 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Daniel J. Bartlett sold 1,385 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $119.83, for a total transaction of $165,964.55. Following the transaction, the executive vice president directly owned 633,784 shares of the company’s stock, valued at approximately $75,946,336.72. This represents a 0.22% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $118.63, for a total value of $2,303,320.08. Following the completion of the transaction, the director owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. The trade was a 0.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 117,246 shares of company stock worth $14,493,147 over the last three months. Insiders own 0.09% of the company’s stock.

Walmart Company Profile

(Free Report)

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.