ACT Advisors
WMT icon

ACT Advisors’s Walmart Inc WMT Stock Holding History

ACT 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 		$343K Buy
3,297
+558
+20% +$61.3K 0.11% 60
2026
Q2 		$310K Buy
2,739
+291
+12% +$36.1K 0.1% 58
2026
Q1 		$304K Buy
2,448
+198
+9% +$24.3K 0.13% 54
2025
Q4 		$251K Buy
2,250
+147
+7% +$15.8K 0.1% 54
2025
Q3 		$217K Buy
+2,103
New +$209K 0.09% 59
2025
Q2 		– Sell
-2,316
Closed -$203K – 70
2025
Q1 		$203K Sell
2,316
-70
-3% -$6.57K 0.11% 50
2024
Q4 		$216K Buy
+2,386
New +$207K 0.12% 47

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

ACT Advisors's WMT Position: Q3 2026 in Review

ACT Advisors increased its Walmart Inc (WMT) stake by 20% in Q3 2026, buying an estimated $61.3K and bringing the position to 3,297 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #60.

ACT Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • ACT Advisors held 3,297 shares of Walmart Inc worth $343K as of Q3 2026.
  • ACT Advisors bought 558 Walmart Inc shares in Q3 2026, an estimated $61.3K.
  • Walmart Inc made up 0.11% of ACT Advisors's portfolio in Q3 2026, its #60 holding.
  • ACT Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on ACT Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.