Acima Private Wealth’s Walmart Inc WMT Stock Holding History

Acima Private Wealth’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	$362K	Sell	3,486 -414	-11%	-$45.5K	0.11%	90
2026 Q2	$442K	Hold	3,900	–	–	0.13%	78
2026 Q1	$485K	Hold	3,900	–	–	0.15%	73
2025 Q4	$434K	Hold	3,900	–	–	0.13%	79
2025 Q3	$402K	Hold	3,900	–	–	0.13%	89
2025 Q2	$381K	Hold	3,900	–	–	0.13%	88
2025 Q1	$342K	Hold	3,900	–	–	0.12%	93
2024 Q4	$352K	Hold	3,900	–	–	0.12%	97
2024 Q3	$315K	Hold	3,900	–	–	0.11%	103
2024 Q2	$264K	Hold	3,900	–	–	0.1%	107
2024 Q1	$235K	Hold	3,900	–	–	0.09%	115
2023 Q4	$205K	Hold	3,900	–	–	0.08%	124
2023 Q3	$208K	Hold	3,900	–	–	0.09%	124
2023 Q2	$204K	Sell	3,900 -216	-5%	-$10.9K	0.1%	128
2023 Q1	$202K	Hold	4,116	–	–	0.1%	127
2022 Q4	$195K	Hold	4,116	–	–	0.1%	124
2022 Q3	$178K	Hold	4,116	–	–	0.09%	120
2022 Q2	$167K	Hold	4,116	–	–	0.08%	126
2022 Q1	$204K	Hold	4,116	–	–	0.09%	124
2021 Q4	$199K	Hold	4,116	–	–	0.09%	131
2021 Q3	$191K	Hold	4,116	–	–	0.09%	125
2021 Q2	$193K	Hold	4,116	–	–	0.09%	126
2021 Q1	$186K	Hold	4,116	–	–	0.09%	125
2020 Q4	$198K	Hold	4,116	–	–	0.1%	120
2020 Q3	$192K	Hold	4,116	–	–	0.12%	116
2020 Q2	$164K	Hold	4,116	–	–	0.11%	124
2020 Q1	$156K	Hold	4,116	–	–	0.12%	126
2019 Q4	$163K	Hold	4,116	–	–	0.11%	149
2019 Q3	$162K	Buy	4,116 +300	+8%	+$11.3K	0.12%	144
2019 Q2	$141K	Hold	3,816	–	–	0.11%	140
2019 Q1	$124K	Hold	3,816	–	–	0.11%	141
2018 Q4	$118K	Buy	+3,816	New	+$122K	0.12%	142

Other funds holding WMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Acima Private Wealth's WMT Position: Q3 2026 in Review

Acima Private Wealth reduced its Walmart Inc (WMT) stake by 11% in Q3 2026, selling an estimated $45.5K and leaving 3,486 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #90.

Acima Private Wealth first reported a position in WMT in Q4 2018 and has held it in 32 quarters since. The position peaked at $485K in Q1 2026. 528 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Acima Private Wealth held 3,486 shares of Walmart Inc worth $362K as of Q3 2026.
Acima Private Wealth sold 414 Walmart Inc shares in Q3 2026, an estimated $45.5K.
Walmart Inc made up 0.11% of Acima Private Wealth's portfolio in Q3 2026, its #90 holding.
Acima Private Wealth first reported a position in Walmart Inc in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's Walmart Inc position peaked at $485K in Q1 2026.
528 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.