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Avaii Wealth Management’s Walmart Inc WMT Stock Holding History

Avaii Wealth Management’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 		$321K Sell
3,081
-512
-14% -$56.2K 0.09% 132
2026
Q2 		$407K Buy
3,593
+645
+22% +$80.1K 0.12% 110
2026
Q1 		$366K Sell
2,948
-89
-3% -$10.9K 0.13% 99
2025
Q4 		$338K Buy
3,037
+61
+2% +$6.55K 0.12% 100
2025
Q3 		$307K Buy
2,976
+27
+0.9% +$2.69K 0.12% 107
2025
Q2 		$288K Sell
2,949
-41
-1% -$3.91K 0.13% 102
2025
Q1 		$262K Buy
2,990
+28
+0.9% +$2.63K 0.14% 99
2024
Q4 		$268K Sell
2,962
-601
-17% -$52.2K 0.13% 108
2024
Q3 		$288K Sell
3,563
-2,167
-38% -$159K 0.15% 100
2024
Q2 		$388K Sell
5,730
-25
-0.4% -$1.57K 0.22% 85
2024
Q1 		$346K Sell
5,755
-17
-0.3% -$973 0.2% 92
2023
Q4 		$303K Buy
5,772
+48
+0.8% +$2.54K 0.2% 108
2023
Q3 		$305K Buy
5,724
+189
+3% +$10.1K 0.23% 91
2023
Q2 		$290K Buy
5,535
+351
+7% +$17.7K 0.22% 101
2023
Q1 		$255K Buy
5,184
+681
+15% +$32.3K 0.22% 107
2022
Q4 		$213K Buy
+4,503
New +$214K 0.19% 118
2022
Q2 		– Sell
-4,140
Closed -$205K – 126
2022
Q1 		$205K Buy
+4,140
New +$194K 0.19% 102

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Avaii Wealth Management's WMT Position: Q3 2026 in Review

Avaii Wealth Management reduced its Walmart Inc (WMT) stake by 14% in Q3 2026, selling an estimated $56.2K and leaving 3,081 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #132.

Avaii Wealth Management first reported a position in WMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $407K in Q2 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Avaii Wealth Management held 3,081 shares of Walmart Inc worth $321K as of Q3 2026.
  • Avaii Wealth Management sold 512 Walmart Inc shares in Q3 2026, an estimated $56.2K.
  • Walmart Inc made up 0.09% of Avaii Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Avaii Wealth Management first reported a position in Walmart Inc in Q1 2022 and has held it in 17 quarters since.
  • Avaii Wealth Management's Walmart Inc position peaked at $407K in Q2 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.