ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Walmart Inc WMT Stock Holding History

ARS Wealth Advisors 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 		$15.8M Buy
151,979
+90
+0.1% +$9.9K 1.15% 26
2026
Q2 		$17.2M Sell
151,889
-630
-0.4% -$78.2K 1.35% 22
2026
Q1 		$19M Sell
152,519
-3,059
-2% -$376K 1.6% 20
2025
Q4 		$17.3M Sell
155,578
-3,972
-2% -$426K 1.56% 18
2025
Q3 		$16.4M Sell
159,550
-605
-0.4% -$60.2K 1.62% 21
2025
Q2 		$15.7M Sell
160,155
-3,530
-2% -$336K 1.8% 21
2025
Q1 		$14.4M Sell
163,685
-1,349
-0.8% -$127K 2.03% 21
2024
Q4 		$14.9M Sell
165,034
-1,549
-0.9% -$134K 2.05% 21
2024
Q3 		$13.5M Sell
166,583
-1,864
-1% -$137K 1.65% 24
2024
Q2 		$11.4M Sell
168,447
-1,933
-1% -$122K 1.48% 24
2024
Q1 		$10.3M Sell
170,380
-10,919
-6% -$625K 1.38% 24
2023
Q4 		$9.5M Sell
181,299
-31,230
-15% -$1.65M 1.41% 26
2023
Q3 		$11.3M Buy
212,529
+1,380
+0.7% +$73.4K 1.86% 17
2023
Q2 		$11.1M Sell
211,149
-4,305
-2% -$217K 1.76% 17
2023
Q1 		$10.6M Sell
215,454
-12,657
-6% -$601K 1.95% 16
2022
Q4 		$10.8M Sell
228,111
-21,204
-9% -$1.01M 1.78% 17
2022
Q3 		$10.8M Sell
249,315
-10,884
-4% -$477K 1.65% 19
2022
Q2 		$10.5M Buy
260,199
+206,787
+387% +$9.5M 1.45% 21
2022
Q1 		$2.65M Sell
53,412
-534
-1% -$25.1K 0.46% 37
2021
Q4 		$2.6M Buy
53,946
+915
+2% +$43.7K 0.44% 39
2021
Q3 		$2.46M Buy
+53,031
New +$2.55M 0.45% 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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

ARS Wealth Advisors Group's WMT Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its Walmart Inc (WMT) stake by 0.06% in Q3 2026, buying an estimated $9.9K and bringing the position to 151,979 shares worth $15.8M. The position accounts for 1.15% of the portfolio, ranked #26.

ARS Wealth Advisors Group first reported a position in WMT in Q3 2021 and has held it in 21 quarters since. The position peaked at $19M in Q1 2026. 2,880 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • ARS Wealth Advisors Group held 151,979 shares of Walmart Inc worth $15.8M as of Q3 2026.
  • ARS Wealth Advisors Group bought 90 Walmart Inc shares in Q3 2026, an estimated $9.9K.
  • Walmart Inc made up 1.15% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #26 holding.
  • ARS Wealth Advisors Group first reported a position in Walmart Inc in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's Walmart Inc position peaked at $19M in Q1 2026.
  • 2,880 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.