B.A. Schrock Wealth Management, Inc.’s Walmart Inc WMT Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$2.74M	Buy	+26,304	New	+$2.89M	1%	36

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s WMT Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Walmart Inc (WMT) in Q3 2026: 26,304 shares worth $2.74M. The stake represents 1% of the portfolio and ranks #36 among its holdings.

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

B.A. Schrock Wealth Management, Inc. held 26,304 shares of Walmart Inc worth $2.74M as of Q3 2026.
Walmart Inc was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Walmart Inc made up 1% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #36 holding.
644 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.