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Aventus Investment Advisors’s Walmart Inc WMT Stock Holding History

Aventus Investment 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 		$2.18K Buy
+21
New +$2.31K ﹤0.01% 157
2025
Q3 		– Sell
-100
Closed -$9.78K – 160
2025
Q2 		$9.78K Buy
+100
New +$9.53K 0.01% 112

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

Aventus Investment Advisors's WMT Position: Q3 2026 in Review

Aventus Investment Advisors opened a new position in Walmart Inc (WMT) in Q3 2026: 21 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #157 among its holdings. This is a return to the name: Aventus Investment Advisors previously reported a position in WMT as recently as Q2 2025.

Aventus Investment Advisors first reported a position in WMT in Q2 2025 and has held it in 2 quarters since. The position peaked at $9.78K in Q2 2025. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Aventus Investment Advisors held 21 shares of Walmart Inc worth $2.18K as of Q3 2026.
  • Walmart Inc was a new Aventus Investment Advisors position in Q3 2026.
  • Walmart Inc made up ﹤0.01% of Aventus Investment Advisors's portfolio in Q3 2026, its #157 holding.
  • Aventus Investment Advisors first reported a position in Walmart Inc in Q2 2025 and has held it in 2 quarters since.
  • Aventus Investment Advisors's Walmart Inc position peaked at $9.78K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Aventus Investment Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.