AWM Capital
WMT icon

AWM Capital’s Walmart Inc WMT Stock Holding History

AWM Capital’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 		$607K Buy
5,840
+2,026
+53% +$222K 0.04% 76
2026
Q2 		$432K Buy
3,814
+955
+33% +$119K 0.03% 89
2026
Q1 		$355K Buy
2,859
+131
+5% +$16.1K 0.03% 88
2025
Q4 		$304K Buy
2,728
+18
+0.7% +$1.93K 0.03% 85
2025
Q3 		$279K Sell
2,710
-151
-5% -$15K 0.03% 85
2025
Q2 		$280K Buy
2,861
+120
+4% +$11.4K 0.03% 86
2025
Q1 		$241K Buy
+2,741
New +$257K 0.03% 97

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AWM Capital's WMT Position: Q3 2026 in Review

AWM Capital increased its Walmart Inc (WMT) stake by 53% in Q3 2026, buying an estimated $222K and bringing the position to 5,840 shares worth $607K. The position accounts for 0.04% of the portfolio, ranked #76.

AWM Capital first reported a position in WMT in Q1 2025 and has held it in 7 quarters since. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • AWM Capital held 5,840 shares of Walmart Inc worth $607K as of Q3 2026.
  • AWM Capital bought 2,026 Walmart Inc shares in Q3 2026, an estimated $222K.
  • Walmart Inc made up 0.04% of AWM Capital's portfolio in Q3 2026, its #76 holding.
  • AWM Capital first reported a position in Walmart Inc in Q1 2025 and has held it in 7 quarters since.
  • 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.