Rothwell Investment Advisors, LLC’s Walmart Inc WMT Stock Holding History

Rothwell Investment Advisors, 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	$870K	Buy	+8,372	New	+$919K	0.47%	37

Other funds holding WMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Rothwell Investment Advisors, LLC's WMT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Walmart Inc (WMT) in Q3 2026: 8,372 shares worth $870K. The stake represents 0.47% of the portfolio and ranks #37 among its holdings.

2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Rothwell Investment Advisors, LLC held 8,372 shares of Walmart Inc worth $870K as of Q3 2026.
Walmart Inc was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Walmart Inc made up 0.47% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #37 holding.
2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.