Activest Wealth Management
WMT icon

Activest Wealth Management’s Walmart Inc WMT Stock Holding History

Activest 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 		$291K Sell
2,797
-203
-7% -$22.3K 0.05% 97
2026
Q2 		$340K Sell
3,000
-1,986
-40% -$247K 0.07% 86
2026
Q1 		$620K Sell
4,986
-1,424
-22% -$175K 0.11% 80
2025
Q4 		$714K Buy
6,410
+1,378
+27% +$148K 0.13% 71
2025
Q3 		$519K Buy
5,032
+3,139
+166% +$312K 0.11% 79
2025
Q2 		$185K Sell
1,893
-508
-21% -$48.4K 0.04% 102
2025
Q1 		$211K Buy
2,401
+767
+47% +$72K 0.06% 91
2024
Q4 		$148K Buy
1,634
+24
+1% +$2.08K 0.04% 96
2024
Q3 		$130K Sell
1,610
-109
-6% -$8K 0.04% 104
2024
Q2 		$116K Buy
1,719
+332
+24% +$20.9K 0.04% 118
2024
Q1 		$83.5K Buy
1,387
+64
+5% +$3.66K 0.04% 88
2023
Q4 		$69.6K Hold
1,323
– – 0.04% 76
2023
Q3 		$70.6K Hold
1,323
– – 0.04% 74
2023
Q2 		$37.7K Sell
1,323
-18
-1% -$908 0.03% 107
2023
Q1 		$65.2K Buy
+1,341
New +$63.6K 0.04% 74
2022
Q3 		– Sell
-219
Closed -$9K – 621
2022
Q2 		$9K Sell
219
-1,557
-88% -$71.8K 0.01% 210
2022
Q1 		$88K Buy
1,776
+1,365
+332% +$64.1K 0.06% 71
2021
Q4 		$20K Sell
411
-345
-46% -$16.5K 0.01% 168
2021
Q3 		$35K Sell
756
-2,547
-77% -$123K 0.02% 131
2021
Q2 		$155K Sell
3,303
-396
-11% -$18.4K 0.12% 58
2021
Q1 		$167K Buy
+3,699
New +$171K 0.14% 54

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

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

Activest Wealth Management reduced its Walmart Inc (WMT) stake by 6.8% in Q3 2026, selling an estimated $22.3K and leaving 2,797 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #97.

Activest Wealth Management first reported a position in WMT in Q1 2021 and has held it in 21 quarters since. The position peaked at $714K in Q4 2025. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Activest Wealth Management held 2,797 shares of Walmart Inc worth $291K as of Q3 2026.
  • Activest Wealth Management sold 203 Walmart Inc shares in Q3 2026, an estimated $22.3K.
  • Walmart Inc made up 0.05% of Activest Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Activest Wealth Management first reported a position in Walmart Inc in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's Walmart Inc position peaked at $714K in Q4 2025.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.