Broadway Wealth Solutions’s Walmart Inc WMT Stock Holding History

Broadway Wealth Solutions’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	$493K	Buy	4,747 +417	+10%	+$45.8K	0.22%	36
2026 Q2	$490K	Buy	4,330 +15	+0.3%	+$1.86K	0.23%	36
2026 Q1	$536K	Sell	4,315 -349	-7%	-$42.8K	0.28%	30
2025 Q4	$520K	Sell	4,664 -292	-6%	-$31.4K	0.28%	32
2025 Q3	$511K	Buy	4,956 +373	+8%	+$37.1K	0.29%	30
2025 Q2	$448K	Sell	4,583 -181	-4%	-$17.2K	0.28%	32
2025 Q1	$418K	Buy	4,764 +430	+10%	+$40.3K	0.31%	31
2024 Q4	$392K	Buy	+4,334	New	+$376K	0.3%	36

Other funds holding WMT

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Broadway Wealth Solutions's WMT Position: Q3 2026 in Review

Broadway Wealth Solutions increased its Walmart Inc (WMT) stake by 9.6% in Q3 2026, buying an estimated $45.8K and bringing the position to 4,747 shares worth $493K. The position accounts for 0.22% of the portfolio, ranked #36.

Broadway Wealth Solutions first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $536K in Q1 2026. 2,542 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Broadway Wealth Solutions held 4,747 shares of Walmart Inc worth $493K as of Q3 2026.
Broadway Wealth Solutions bought 417 Walmart Inc shares in Q3 2026, an estimated $45.8K.
Walmart Inc made up 0.22% of Broadway Wealth Solutions's portfolio in Q3 2026, its #36 holding.
Broadway Wealth Solutions first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
Broadway Wealth Solutions's Walmart Inc position peaked at $536K in Q1 2026.
2,542 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.