Cedar Mountain Advisors
WMT icon

Cedar Mountain Advisors’s Walmart Inc WMT Stock Holding History

Cedar Mountain Advisors’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 		$164K Sell
1,575
-219
-12% -$24K 0.03% 79
2026
Q2 		$203K Buy
1,794
+1
+0.1% +$124 0.04% 73
2026
Q1 		$223K Buy
1,793
+55
+3% +$6.75K 0.04% 59
2025
Q4 		$194K Hold
1,738
– – 0.04% 65
2025
Q3 		$179K Buy
1,738
+113
+7% +$11.2K 0.03% 66
2025
Q2 		$159K Hold
1,625
– – 0.03% 62
2025
Q1 		$143K Sell
1,625
-16
-1% -$1.5K 0.03% 61
2024
Q4 		$148K Sell
1,641
-43
-3% -$3.73K 0.03% 61
2024
Q3 		$136K Sell
1,684
-107
-6% -$7.86K 0.03% 62
2024
Q2 		$121K Hold
1,791
– – 0.03% 55
2024
Q1 		$108K Buy
1,791
+99
+6% +$5.66K 0.03% 55
2023
Q4 		$88.9K Hold
1,692
– – 0.02% 56
2023
Q3 		$90.2K Hold
1,692
– – 0.03% 56
2023
Q2 		$88.6K Buy
1,692
+30
+2% +$1.51K 0.03% 59
2023
Q1 		$81.7K Hold
1,662
– – 0.02% 61
2022
Q4 		$78.6K Hold
1,662
– – 0.02% 57
2022
Q3 		$72K Hold
1,662
– – 0.02% 61
2022
Q2 		$67K Hold
1,662
– – 0.02% 60
2022
Q1 		$83K Hold
1,662
– – 0.02% 63
2021
Q4 		$80K Hold
1,662
– – 0.02% 64
2021
Q3 		$77K Hold
1,662
– – 0.03% 61
2021
Q2 		$78K Sell
1,662
-3
-0.2% -$140 0.03% 60
2021
Q1 		$75K Hold
1,665
– – 0.03% 58
2020
Q4 		$80K Hold
1,665
– – 0.03% 56
2020
Q3 		$78K Hold
1,665
– – 0.03% 52
2020
Q2 		$66K Buy
1,665
+144
+9% +$5.92K 0.03% 55
2020
Q1 		$58K Sell
1,521
-1,371
-47% -$52.7K 0.03% 51
2019
Q4 		$115K Buy
+2,892
New +$115K 0.05% 44

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cedar Mountain Advisors's WMT Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Walmart Inc (WMT) stake by 12% in Q3 2026, selling an estimated $24K and leaving 1,575 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #79.

Cedar Mountain Advisors first reported a position in WMT in Q4 2019 and has held it in 28 quarters since. The position peaked at $223K in Q1 2026. 2,012 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Cedar Mountain Advisors held 1,575 shares of Walmart Inc worth $164K as of Q3 2026.
  • Cedar Mountain Advisors sold 219 Walmart Inc shares in Q3 2026, an estimated $24K.
  • Walmart Inc made up 0.03% of Cedar Mountain Advisors's portfolio in Q3 2026, its #79 holding.
  • Cedar Mountain Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Walmart Inc position peaked at $223K in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.