STACKSTONE WEALTH, LLC’s Walmart Inc WMT Stock Holding History

STACKSTONE WEALTH, LLC’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	$16.9M	Buy	+162,365	New	+$17.8M	1.66%	11

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

STACKSTONE WEALTH, LLC's WMT Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Walmart Inc (WMT) in Q3 2026: 162,365 shares worth $16.9M. The stake represents 1.66% of the portfolio and ranks #11 among its holdings.

901 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

STACKSTONE WEALTH, LLC held 162,365 shares of Walmart Inc worth $16.9M as of Q3 2026.
Walmart Inc was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Walmart Inc made up 1.66% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #11 holding.
901 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.