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Byrne Asset Management’s Walmart Inc WMT Stock Holding History

Byrne Asset 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 		$1.28M Sell
12,246
-100
-0.8% -$11K 0.71% 35
2026
Q2 		$1.4M Sell
12,346
-1,204
-9% -$149K 0.76% 31
2026
Q1 		$1.68M Sell
13,550
-458
-3% -$56.2K 0.99% 23
2025
Q4 		$1.56M Sell
14,008
-125
-0.9% -$13.4K 0.86% 30
2025
Q3 		$1.46M Sell
14,133
-208
-1% -$20.7K 0.9% 28
2025
Q2 		$1.4M Sell
14,341
-1,105
-7% -$105K 0.93% 28
2025
Q1 		$1.36M Sell
15,446
-674
-4% -$63.2K 1% 24
2024
Q4 		$1.46M Sell
16,120
-630
-4% -$54.7K 1.02% 24
2024
Q3 		$1.35M Buy
16,750
+25
+0.1% +$1.84K 0.92% 31
2024
Q2 		$1.14M Sell
16,725
-625
-4% -$39.4K 0.81% 37
2024
Q1 		$1.04M Buy
+17,350
New +$993K 0.72% 47
2023
Q4 		– Hold
0
– – – 50
2023
Q3 		– Sell
-17,247
Closed -$918K – 44
2023
Q2 		$904K Sell
17,247
-4,386
-20% -$221K 0.59% 52
2023
Q1 		$1.06M Sell
21,633
-603
-3% -$28.6K 0.76% 37
2022
Q4 		$1.05M Sell
22,236
-480
-2% -$22.8K 0.76% 38
2022
Q3 		$982K Buy
22,716
+267
+1% +$11.7K 0.76% 38
2022
Q2 		$910K Sell
22,449
-834
-4% -$38.5K 0.67% 49
2022
Q1 		$1.16M Buy
23,283
+2,805
+14% +$132K 0.72% 44
2021
Q4 		$988K Buy
+20,478
New +$978K 0.64% 46

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

Byrne Asset Management's WMT Position: Q3 2026 in Review

Byrne Asset Management reduced its Walmart Inc (WMT) stake by 0.81% in Q3 2026, selling an estimated $11K and leaving 12,246 shares worth $1.28M. The position accounts for 0.71% of the portfolio, ranked #35.

Byrne Asset Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.68M in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Byrne Asset Management held 12,246 shares of Walmart Inc worth $1.28M as of Q3 2026.
  • Byrne Asset Management sold 100 Walmart Inc shares in Q3 2026, an estimated $11K.
  • Walmart Inc made up 0.71% of Byrne Asset Management's portfolio in Q3 2026, its #35 holding.
  • Byrne Asset Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • Byrne Asset Management's Walmart Inc position peaked at $1.68M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.