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 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

Assenagon Asset Management

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Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return