Alterna Wealth Management’s Walmart Inc WMT Stock Holding History

Alterna 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	$320K	Buy	3,077 +130	+4%	+$14.3K	0.18%	83
2026 Q2	$334K	Buy	2,947 +344	+13%	+$42.7K	0.19%	78
2026 Q1	$324K	Hold	2,603	–	–	0.25%	78
2025 Q4	$290K	Buy	2,603 +220	+9%	+$23.6K	0.24%	81
2025 Q3	$246K	Sell	2,383 -997	-29%	-$99.3K	0.2%	86
2025 Q2	$330K	Sell	3,380 -3,587	-51%	-$342K	0.26%	73
2025 Q1	$612K	Buy	6,967 +1,404	+25%	+$132K	0.46%	50
2024 Q4	$503K	Buy	5,563 +500	+10%	+$43.4K	0.42%	50
2024 Q3	$409K	Hold	5,063	–	–	0.37%	59
2024 Q2	$343K	Buy	+5,063	New	+$319K	0.3%	74
2019 Q1	–	Sell	-47,127	Closed	-$1.19M	–	337
2018 Q4	$1.19M	Buy	+47,127	New	+$1.51M	0.19%	84

Other funds holding WMT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Alterna Wealth Management increased its Walmart Inc (WMT) stake by 4.4% in Q3 2026, buying an estimated $14.3K and bringing the position to 3,077 shares worth $320K. The position accounts for 0.18% of the portfolio, ranked #83.

Alterna Wealth Management first reported a position in WMT in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2018. 3,545 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Alterna Wealth Management held 3,077 shares of Walmart Inc worth $320K as of Q3 2026.
Alterna Wealth Management bought 130 Walmart Inc shares in Q3 2026, an estimated $14.3K.
Walmart Inc made up 0.18% of Alterna Wealth Management's portfolio in Q3 2026, its #83 holding.
Alterna Wealth Management first reported a position in Walmart Inc in Q4 2018 and has held it in 11 quarters since.
Alterna Wealth Management's Walmart Inc position peaked at $1.19M in Q4 2018.
3,545 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.