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Avity Investment Management’s Walmart Inc WMT Stock Holding History

Avity Investment 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 		$308K Sell
2,965
-450
-13% -$49.4K 0.02% 107
2026
Q2 		$387K Sell
3,415
-303
-8% -$37.6K 0.02% 98
2026
Q1 		$462K Sell
3,718
-240
-6% -$29.5K 0.03% 87
2025
Q4 		$441K Hold
3,958
– – 0.03% 85
2025
Q3 		$408K Sell
3,958
-550
-12% -$54.8K 0.03% 86
2025
Q2 		$441K Sell
4,508
-100
-2% -$9.53K 0.03% 85
2025
Q1 		$405K Sell
4,608
-1,960
-30% -$184K 0.03% 81
2024
Q4 		$593K Sell
6,568
-325
-5% -$28.2K 0.05% 68
2024
Q3 		$557K Sell
6,893
-925
-12% -$67.9K 0.04% 70
2024
Q2 		$529K Hold
7,818
– – 0.04% 66
2024
Q1 		$470K Hold
7,818
– – 0.04% 72
2023
Q4 		$411K Buy
+7,818
New +$414K 0.04% 77
2021
Q2 		– Sell
-4,518
Closed -$205K – 87
2021
Q1 		$205K Hold
4,518
– – 0.02% 79
2020
Q4 		$217K Sell
4,518
-51
-1% -$2.48K 0.02% 77
2020
Q3 		$213K Buy
+4,569
New +$203K 0.02% 69

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

Avity Investment Management's WMT Position: Q3 2026 in Review

Avity Investment Management reduced its Walmart Inc (WMT) stake by 13% in Q3 2026, selling an estimated $49.4K and leaving 2,965 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #107.

Avity Investment Management first reported a position in WMT in Q3 2020 and has held it in 15 quarters since. The position peaked at $593K in Q4 2024. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Avity Investment Management held 2,965 shares of Walmart Inc worth $308K as of Q3 2026.
  • Avity Investment Management sold 450 Walmart Inc shares in Q3 2026, an estimated $49.4K.
  • Walmart Inc made up 0.02% of Avity Investment Management's portfolio in Q3 2026, its #107 holding.
  • Avity Investment Management first reported a position in Walmart Inc in Q3 2020 and has held it in 15 quarters since.
  • Avity Investment Management's Walmart Inc position peaked at $593K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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