Altus Wealth Group
WMT icon

Altus Wealth Group’s Walmart Inc WMT Stock Holding History

Altus Wealth Group’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 		$717K Sell
6,900
-1,741
-20% -$191K 0.27% 60
2026
Q2 		$979K Buy
8,641
+452
+6% +$56.1K 0.35% 51
2026
Q1 		$1.02M Buy
8,189
+905
+12% +$111K 0.42% 48
2025
Q4 		$812K Buy
7,284
+269
+4% +$28.9K 0.32% 61
2025
Q3 		$723K Buy
7,015
+17
+0.2% +$1.69K 0.3% 65
2025
Q2 		$684K Buy
6,998
+7
+0.1% +$667 0.3% 63
2025
Q1 		$614K Sell
6,991
-18
-0.3% -$1.69K 0.29% 68
2024
Q4 		$633K Sell
7,009
-59
-0.8% -$5.12K 0.28% 75
2024
Q3 		$571K Buy
7,068
+235
+3% +$17.3K 0.24% 81
2024
Q2 		$463K Sell
6,833
-10
-0.1% -$630 0.23% 88
2024
Q1 		$412K Sell
6,843
-822
-11% -$47K 0.21% 96
2023
Q4 		$403K Sell
7,665
-603
-7% -$31.9K 0.22% 91
2023
Q3 		$441K Sell
8,268
-3
-0% -$160 0.28% 81
2023
Q2 		$433K Sell
8,271
-288
-3% -$14.5K 0.27% 86
2023
Q1 		$421K Buy
8,559
+6
+0.1% +$285 0.28% 81
2022
Q4 		$404K Buy
8,553
+2,784
+48% +$132K 0.31% 82
2022
Q3 		$268K Hold
5,769
– – 0.27% 90
2022
Q2 		$268K Sell
5,769
-27
-0.5% -$1.24K 0.27% 90
2022
Q1 		$288K Buy
5,796
+30
+0.5% +$1.41K 0.24% 83
2021
Q4 		$278K Sell
5,766
-3
-0.1% -$143 0.23% 92
2021
Q3 		$268K Buy
5,769
+33
+0.6% +$1.59K 0.27% 90
2021
Q2 		$270K Buy
5,736
+6
+0.1% +$279 0.26% 87
2021
Q1 		$269K Buy
5,730
+1,008
+21% +$46.7K 0.27% 84
2020
Q4 		$227K Buy
+4,722
New +$229K 0.22% 87

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Altus Wealth Group's WMT Position: Q3 2026 in Review

Altus Wealth Group reduced its Walmart Inc (WMT) stake by 20% in Q3 2026, selling an estimated $191K and leaving 6,900 shares worth $717K. The position accounts for 0.27% of the portfolio, ranked #60.

Altus Wealth Group first reported a position in WMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q1 2026. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Altus Wealth Group held 6,900 shares of Walmart Inc worth $717K as of Q3 2026.
  • Altus Wealth Group sold 1,741 Walmart Inc shares in Q3 2026, an estimated $191K.
  • Walmart Inc made up 0.27% of Altus Wealth Group's portfolio in Q3 2026, its #60 holding.
  • Altus Wealth Group first reported a position in Walmart Inc in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's Walmart Inc position peaked at $1.02M in Q1 2026.
  • 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.