Accel Wealth Management
WMT icon

Accel Wealth Management’s Walmart Inc WMT Stock Holding History

Accel Wealth Management’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 		$888K Buy
8,544
+134
+2% +$14.7K 0.19% 108
2026
Q2 		$953K Sell
8,410
-355
-4% -$44.1K 0.21% 105
2026
Q1 		$1.09M Buy
8,765
+543
+7% +$66.7K 0.28% 87
2025
Q4 		$916K Buy
8,222
+1,203
+17% +$129K 0.25% 94
2025
Q3 		$723K Buy
7,019
+84
+1% +$8.36K 0.21% 111
2025
Q2 		$678K Buy
6,935
+340
+5% +$32.4K 0.23% 103
2025
Q1 		$579K Buy
6,595
+740
+13% +$69.4K 0.21% 111
2024
Q4 		$529K Sell
5,855
-278
-5% -$24.1K 0.2% 123
2024
Q3 		$495K Buy
6,133
+199
+3% +$14.6K 0.18% 129
2024
Q2 		$402K Buy
5,934
+1,809
+44% +$114K 0.16% 136
2024
Q1 		$248K Buy
+4,125
New +$236K 0.11% 182
2023
Q2 		– Sell
-2,472
Closed -$121K – 882
2023
Q1 		$121K Buy
2,472
+48
+2% +$2.28K 0.05% 290
2022
Q4 		$114K Buy
2,424
+21
+0.9% +$997 0.05% 223
2022
Q3 		$107K Sell
2,403
-444
-16% -$19.4K 0.06% 235
2022
Q2 		$123K Buy
2,847
+438
+18% +$20.2K 0.07% 205
2022
Q1 		$121K Sell
2,409
-747
-24% -$35.1K 0.06% 230
2021
Q4 		$152K Buy
3,156
+51
+2% +$2.44K 0.07% 196
2021
Q3 		$144K Buy
3,105
+6
+0.2% +$289 0.09% 173
2021
Q2 		$146K Buy
3,099
+261
+9% +$12.2K 0.1% 189
2021
Q1 		$129K Buy
2,838
+681
+32% +$31.5K 0.1% 182
2020
Q4 		$104K Buy
+2,157
New +$105K 0.1% 202

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
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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Accel Wealth Management's WMT Position: Q3 2026 in Review

Accel Wealth Management increased its Walmart Inc (WMT) stake by 1.6% in Q3 2026, buying an estimated $14.7K and bringing the position to 8,544 shares worth $888K. The position accounts for 0.19% of the portfolio, ranked #108.

Accel Wealth Management first reported a position in WMT in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.09M in Q1 2026. 2,899 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Accel Wealth Management held 8,544 shares of Walmart Inc worth $888K as of Q3 2026.
  • Accel Wealth Management bought 134 Walmart Inc shares in Q3 2026, an estimated $14.7K.
  • Walmart Inc made up 0.19% of Accel Wealth Management's portfolio in Q3 2026, its #108 holding.
  • Accel Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 21 quarters since.
  • Accel Wealth Management's Walmart Inc position peaked at $1.09M in Q1 2026.
  • 2,899 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.