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

Aaron 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 		$8.26M Sell
79,524
-13,992
-15% -$1.54M 0.4% 35
2026
Q2 		$10.6M Sell
93,516
-1,380
-1% -$171K 0.54% 31
2026
Q1 		$11.8M Sell
94,896
-11,410
-11% -$1.4M 0.67% 24
2025
Q4 		$11.8M Buy
106,306
+9,328
+10% +$1M 0.65% 26
2025
Q3 		$10M Buy
96,978
+29,499
+44% +$2.94M 0.59% 27
2025
Q2 		$6.6M Buy
67,479
+1,235
+2% +$118K 0.67% 25
2025
Q1 		$5.82M Buy
66,244
+841
+1% +$78.9K 0.67% 23
2024
Q4 		$5.91M Buy
65,403
+2,379
+4% +$206K 0.69% 23
2024
Q3 		$5.09M Buy
63,024
+4,844
+8% +$356K 0.61% 23
2024
Q2 		$3.94M Buy
58,180
+2,985
+5% +$188K 0.55% 28
2024
Q1 		$3.32M Buy
55,195
+5,584
+11% +$320K 0.48% 32
2023
Q4 		$2.61M Sell
49,611
-45,294
-48% -$2.4M 0.43% 31
2023
Q3 		$5.06M Buy
94,905
+225
+0.2% +$12K 0.65% 24
2023
Q2 		$4.96M Buy
94,680
+711
+0.8% +$35.9K 0.65% 32
2023
Q1 		$4.62M Sell
93,969
-873
-0.9% -$41.4K 0.64% 35
2022
Q4 		$4.48M Buy
94,842
+14,577
+18% +$692K 0.65% 35
2022
Q3 		$3.47M Buy
80,265
+22,944
+40% +$1.01M 0.64% 37
2022
Q2 		$2.32M Sell
57,321
-7,632
-12% -$352K 0.58% 35
2022
Q1 		$3.22M Buy
64,953
+396
+0.6% +$18.6K 0.74% 27
2021
Q4 		$3.11M Buy
64,557
+42,795
+197% +$2.04M 0.87% 28
2021
Q3 		$1.01M Sell
21,762
-183
-0.8% -$8.82K 0.29% 47
2021
Q2 		$1.03M Buy
21,945
+195
+0.9% +$9.08K 0.34% 49
2021
Q1 		$984K Buy
21,750
+11,046
+103% +$512K 0.36% 49
2020
Q4 		$514K Buy
+10,704
New +$520K 0.19% 76

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

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

Aaron Wealth Advisors reduced its Walmart Inc (WMT) stake by 15% in Q3 2026, selling an estimated $1.54M and leaving 79,524 shares worth $8.26M. The position accounts for 0.4% of the portfolio, ranked #35.

Aaron Wealth Advisors first reported a position in WMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.8M in Q4 2025. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Aaron Wealth Advisors held 79,524 shares of Walmart Inc worth $8.26M as of Q3 2026.
  • Aaron Wealth Advisors sold 13,992 Walmart Inc shares in Q3 2026, an estimated $1.54M.
  • Walmart Inc made up 0.4% of Aaron Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • Aaron Wealth Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 24 quarters since.
  • Aaron Wealth Advisors's Walmart Inc position peaked at $11.8M in Q4 2025.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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