A4 Wealth Advisors
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A4 Wealth Advisors’s Walmart Inc WMT Stock Holding History

A4 Wealth 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 		– Sell
-2,344
Closed -$265K – 92
2026
Q2 		$265K Sell
2,344
-64
-3% -$7.94K 0.18% 74
2026
Q1 		$299K Sell
2,408
-945
-28% -$116K 0.24% 63
2025
Q4 		$374K Sell
3,353
-2,163
-39% -$232K 0.32% 64
2025
Q3 		$568K Buy
+5,516
New +$549K 0.48% 57

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

A4 Wealth Advisors's WMT Position: Q3 2026 in Review

A4 Wealth Advisors sold out of Walmart Inc (WMT) in Q3 2026, closing a stake of 2,344 shares — an estimated $265K sold.

A4 Wealth Advisors first reported a position in WMT in Q3 2025 and held it in 4 quarters. The position peaked at $568K in Q3 2025. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • A4 Wealth Advisors reported no remaining Walmart Inc position as of Q3 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 2,344 Walmart Inc shares in Q3 2026, an estimated $265K.
  • A4 Wealth Advisors first reported a position in Walmart Inc in Q3 2025 and held it in 4 quarters.
  • A4 Wealth Advisors's Walmart Inc position peaked at $568K in Q3 2025.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.