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Boomfish Wealth Group’s Walmart Inc WMT Stock Holding History

Boomfish Wealth Group’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 		$436K Buy
4,191
+419
+11% +$46K 0.19% 79
2026
Q2 		$427K Buy
3,772
+203
+6% +$25.2K 0.19% 76
2026
Q1 		$443K Buy
3,569
+140
+4% +$17.2K 0.24% 71
2025
Q4 		$382K Sell
3,429
-272
-7% -$29.2K 0.2% 74
2025
Q3 		$381K Buy
3,701
+99
+3% +$9.9K 0.21% 74
2025
Q2 		$352K Buy
3,602
+100
+3% +$9.5K 0.2% 77
2025
Q1 		$307K Sell
3,502
-415
-11% -$38.9K 0.2% 73
2024
Q4 		$354K Sell
3,917
-116
-3% -$10.1K 0.21% 78
2024
Q3 		$326K Sell
4,033
-18,132
-82% -$1.33M 0.2% 78
2024
Q2 		$1.5M Buy
22,165
+458
+2% +$28.8K 0.97% 41
2024
Q1 		$1.31M Buy
21,707
+110
+0.5% +$6.29K 0.88% 57
2023
Q4 		$1.13M Buy
+21,597
New +$1.14M 0.82% 63

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Boomfish Wealth Group's WMT Position: Q3 2026 in Review

Boomfish Wealth Group increased its Walmart Inc (WMT) stake by 11% in Q3 2026, buying an estimated $46K and bringing the position to 4,191 shares worth $436K. The position accounts for 0.19% of the portfolio, ranked #79.

Boomfish Wealth Group first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.5M in Q2 2024. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Boomfish Wealth Group held 4,191 shares of Walmart Inc worth $436K as of Q3 2026.
  • Boomfish Wealth Group bought 419 Walmart Inc shares in Q3 2026, an estimated $46K.
  • Walmart Inc made up 0.19% of Boomfish Wealth Group's portfolio in Q3 2026, its #79 holding.
  • Boomfish Wealth Group first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
  • Boomfish Wealth Group's Walmart Inc position peaked at $1.5M in Q2 2024.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.