Avid Wealth Partners
WMT icon

Avid Wealth Partners’s Walmart Inc WMT Stock Holding History

Avid Wealth 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 		$340K Sell
3,275
-1,102
-25% -$121K 0.16% 61
2026
Q2 		$496K Buy
4,377
+1,062
+32% +$132K 0.24% 42
2026
Q1 		$412K Buy
3,315
+321
+11% +$39.4K 0.19% 48
2025
Q4 		$334K Buy
2,994
+347
+13% +$37.3K 0.16% 47
2025
Q3 		$273K Buy
2,647
+129
+5% +$12.8K 0.14% 46
2025
Q2 		$246K Buy
+2,518
New +$240K 0.14% 47

Other funds holding WMT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Avid Wealth Partners's WMT Position: Q3 2026 in Review

Avid Wealth Partners reduced its Walmart Inc (WMT) stake by 25% in Q3 2026, selling an estimated $121K and leaving 3,275 shares worth $340K. The position accounts for 0.16% of the portfolio, ranked #61.

Avid Wealth Partners first reported a position in WMT in Q2 2025 and has held it in 6 quarters since. The position peaked at $496K in Q2 2026. 2,531 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Avid Wealth Partners held 3,275 shares of Walmart Inc worth $340K as of Q3 2026.
  • Avid Wealth Partners sold 1,102 Walmart Inc shares in Q3 2026, an estimated $121K.
  • Walmart Inc made up 0.16% of Avid Wealth Partners's portfolio in Q3 2026, its #61 holding.
  • Avid Wealth Partners first reported a position in Walmart Inc in Q2 2025 and has held it in 6 quarters since.
  • Avid Wealth Partners's Walmart Inc position peaked at $496K in Q2 2026.
  • 2,531 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.