Ares Financial Consulting
WMT icon

Ares Financial Consulting’s Walmart Inc WMT Stock Holding History

Ares Financial Consulting’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 		$684K Buy
6,584
+49
+0.7% +$5.38K 0.47% 37
2026
Q2 		$740K Buy
6,535
+1
+0% +$124 0.53% 35
2026
Q1 		$815K Buy
6,534
+256
+4% +$31.4K 0.64% 31
2025
Q4 		$699K Buy
+6,278
New +$674K 0.67% 32

Other funds holding WMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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

Ares Financial Consulting's WMT Position: Q3 2026 in Review

Ares Financial Consulting increased its Walmart Inc (WMT) stake by 0.75% in Q3 2026, buying an estimated $5.38K and bringing the position to 6,584 shares worth $684K. The position accounts for 0.47% of the portfolio, ranked #37.

Ares Financial Consulting first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $815K in Q1 2026. 3,186 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Ares Financial Consulting held 6,584 shares of Walmart Inc worth $684K as of Q3 2026.
  • Ares Financial Consulting bought 49 Walmart Inc shares in Q3 2026, an estimated $5.38K.
  • Walmart Inc made up 0.47% of Ares Financial Consulting's portfolio in Q3 2026, its #37 holding.
  • Ares Financial Consulting first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Walmart Inc position peaked at $815K in Q1 2026.
  • 3,186 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.