Ark Wealth Advisors
WMT icon

Ark Wealth Advisors’s Walmart Inc WMT Stock Holding History

Ark 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 		$1.63M Buy
15,676
+947
+6% +$104K 1.47% 26
2026
Q2 		$1.67M Buy
14,729
+614
+4% +$76.2K 1.48% 25
2026
Q1 		$1.75M Buy
14,115
+930
+7% +$114K 1.74% 16
2025
Q4 		$1.47M Buy
+13,185
New +$1.42M 1.58% 15

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

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

Ark Wealth Advisors increased its Walmart Inc (WMT) stake by 6.4% in Q3 2026, buying an estimated $104K and bringing the position to 15,676 shares worth $1.63M. The position accounts for 1.47% of the portfolio, ranked #26.

Ark Wealth Advisors first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Ark Wealth Advisors held 15,676 shares of Walmart Inc worth $1.63M as of Q3 2026.
  • Ark Wealth Advisors bought 947 Walmart Inc shares in Q3 2026, an estimated $104K.
  • Walmart Inc made up 1.47% of Ark Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • Ark Wealth Advisors first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • Ark Wealth Advisors's Walmart Inc position peaked at $1.75M in Q1 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Ark Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.