Aspect Partners’s Walmart Inc WMT Stock Holding History

Aspect Partners’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	$68.2K	Sell	656 -15	-2%	-$1.65K	0.03%	132
2026 Q2	$76K	Hold	671	–	–	0.03%	123
2026 Q1	$83.4K	Hold	671	–	–	0.03%	115
2025 Q4	$74.8K	Buy	671 +42	+7%	+$4.51K	0.03%	119
2025 Q3	$64.8K	Sell	629 -179	-22%	-$17.8K	0.03%	137
2025 Q2	$79K	Buy	808 +176	+28%	+$16.8K	0.04%	126
2025 Q1	$55.5K	Sell	632 -74	-10%	-$6.94K	0.03%	124
2024 Q4	$63.8K	Buy	706 +43	+6%	+$3.73K	0.04%	119
2024 Q3	$53.5K	Hold	663	–	–	0.03%	117
2024 Q2	$44.9K	Hold	663	–	–	0.03%	127
2024 Q1	$39.9K	Hold	663	–	–	0.03%	133
2023 Q4	$34.8K	Buy	+663	New	+$35.1K	0.02%	134

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Aspect Partners's WMT Position: Q3 2026 in Review

Aspect Partners reduced its Walmart Inc (WMT) stake by 2.2% in Q3 2026, selling an estimated $1.65K and leaving 656 shares worth $68.2K. The position accounts for 0.03% of the portfolio, ranked #132.

Aspect Partners first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $83.4K in Q1 2026. 1,439 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Aspect Partners held 656 shares of Walmart Inc worth $68.2K as of Q3 2026.
Aspect Partners sold 15 Walmart Inc shares in Q3 2026, an estimated $1.65K.
Walmart Inc made up 0.03% of Aspect Partners's portfolio in Q3 2026, its #132 holding.
Aspect Partners first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Walmart Inc position peaked at $83.4K in Q1 2026.
1,439 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.