4Wealth Advisors’s Walmart Inc WMT Stock Holding History

4Wealth Advisors’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	$1.34M	Sell	12,513 -1,344	-10%	-$148K	0.92%	28
2026 Q2	$1.59M	Buy	13,857 +33	+0.2%	+$4.1K	1.22%	20
2026 Q1	$1.71M	Sell	13,824 -196	-1%	-$24.1K	1.46%	17
2025 Q4	$1.56M	Buy	14,020 +685	+5%	+$73.5K	1.33%	18
2025 Q3	$1.37M	Buy	13,335 +477	+4%	+$47.5K	1.23%	20
2025 Q2	$1.26M	Sell	12,858 -1,272	-9%	-$121K	1.28%	20
2025 Q1	$1.24M	Sell	14,130 -1,176	-8%	-$110K	1.35%	18
2024 Q4	$1.38M	Buy	+15,306	New	+$1.33M	1.39%	18

Other funds holding WMT

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

4Wealth Advisors's WMT Position: Q3 2026 in Review

4Wealth Advisors reduced its Walmart Inc (WMT) stake by 9.7% in Q3 2026, selling an estimated $148K and leaving 12,513 shares worth $1.34M. The position accounts for 0.92% of the portfolio, ranked #28.

4Wealth Advisors first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

4Wealth Advisors held 12,513 shares of Walmart Inc worth $1.34M as of Q3 2026.
4Wealth Advisors sold 1,344 Walmart Inc shares in Q3 2026, an estimated $148K.
Walmart Inc made up 0.92% of 4Wealth Advisors's portfolio in Q3 2026, its #28 holding.
4Wealth Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's Walmart Inc position peaked at $1.71M in Q1 2026.
2,012 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.