Aviso Financial’s Walmart Inc WMT Stock Holding History

Aviso Financial’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	$286K	Sell	2,750 -6	-0.2%	-$659	0.01%	187
2026 Q2	$312K	Sell	2,756 -1,370	-33%	-$170K	0.01%	182
2026 Q1	$513K	Sell	4,126 -865	-17%	-$106K	0.02%	188
2025 Q4	$556K	Sell	4,991 -5,336	-52%	-$573K	0.02%	183
2025 Q3	$1.06M	Buy	10,327 +3,055	+42%	+$304K	0.04%	159
2025 Q2	$711K	Buy	7,272 +8	+0.1%	+$762	0.03%	179
2025 Q1	$638K	Buy	7,264 +1,825	+34%	+$171K	0.03%	184
2024 Q4	$491K	Buy	5,439 +1,452	+36%	+$126K	0.02%	203
2024 Q3	$322K	Buy	3,987 +1,949	+96%	+$143K	0.02%	225
2024 Q2	$138K	Buy	+2,038	New	+$128K	0.01%	244

Other funds holding WMT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Aviso Financial's WMT Position: Q3 2026 in Review

Aviso Financial reduced its Walmart Inc (WMT) stake by 0.22% in Q3 2026, selling an estimated $659 and leaving 2,750 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #187.

Aviso Financial first reported a position in WMT in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q3 2025. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Aviso Financial held 2,750 shares of Walmart Inc worth $286K as of Q3 2026.
Aviso Financial sold 6 Walmart Inc shares in Q3 2026, an estimated $659.
Walmart Inc made up 0.01% of Aviso Financial's portfolio in Q3 2026, its #187 holding.
Aviso Financial first reported a position in Walmart Inc in Q2 2024 and has held it in 10 quarters since.
Aviso Financial's Walmart Inc position peaked at $1.06M in Q3 2025.
3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Aviso Financial's 13F filing for Q3 2026, filed 12 Nov 2026.