AGH Wealth Advisors
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AGH Wealth Advisors’s Walmart Inc WMT Stock Holding History

AGH Wealth 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 		$603K Sell
5,805
-3
-0.1% -$329 0.35% 61
2026
Q2 		$658K Sell
5,808
-2
-0% -$248 0.42% 52
2026
Q1 		$722K Buy
5,810
+380
+7% +$46.7K 0.53% 40
2025
Q4 		$605K Sell
5,430
-891
-14% -$95.7K 0.45% 43
2025
Q3 		$651K Buy
6,321
+19
+0.3% +$1.89K 0.48% 41
2025
Q2 		$616K Buy
6,302
+25
+0.4% +$2.38K 0.51% 35
2025
Q1 		$551K Buy
6,277
+140
+2% +$13.1K 0.53% 39
2024
Q4 		$554K Buy
+6,137
New +$533K 0.51% 41

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

AGH Wealth Advisors's WMT Position: Q3 2026 in Review

AGH Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.05% in Q3 2026, selling an estimated $329 and leaving 5,805 shares worth $603K. The position accounts for 0.35% of the portfolio, ranked #61.

AGH Wealth Advisors first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $722K in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • AGH Wealth Advisors held 5,805 shares of Walmart Inc worth $603K as of Q3 2026.
  • AGH Wealth Advisors sold 3 Walmart Inc shares in Q3 2026, an estimated $329.
  • Walmart Inc made up 0.35% of AGH Wealth Advisors's portfolio in Q3 2026, its #61 holding.
  • AGH Wealth Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • AGH Wealth Advisors's Walmart Inc position peaked at $722K in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.