Centennial Wealth Advisory
WMT icon

Centennial Wealth Advisory’s Walmart Inc WMT Stock Holding History

Centennial Wealth Advisory’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 		$1.43M Buy
13,750
+1,176
+9% +$129K 0.29% 45
2026
Q2 		$1.42M Buy
12,574
+1,322
+12% +$164K 0.31% 48
2026
Q1 		$1.4M Buy
11,252
+5,158
+85% +$633K 0.34% 43
2025
Q4 		$679K Buy
6,094
+576
+10% +$61.8K 0.18% 78
2025
Q3 		$569K Buy
5,518
+333
+6% +$33.2K 0.16% 88
2025
Q2 		$508K Buy
5,185
+2,242
+76% +$214K 0.16% 85
2025
Q1 		$258K Buy
2,943
+1
+0% +$94 0.09% 129
2024
Q4 		$266K Sell
2,942
-1
-0% -$87 0.1% 122
2024
Q3 		$238K Buy
+2,943
New +$216K 0.09% 129

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

Centennial Wealth Advisory's WMT Position: Q3 2026 in Review

Centennial Wealth Advisory increased its Walmart Inc (WMT) stake by 9.4% in Q3 2026, buying an estimated $129K and bringing the position to 13,750 shares worth $1.43M. The position accounts for 0.29% of the portfolio, ranked #45.

Centennial Wealth Advisory first reported a position in WMT in Q3 2024 and has held it in 9 quarters since. 2,012 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Centennial Wealth Advisory held 13,750 shares of Walmart Inc worth $1.43M as of Q3 2026.
  • Centennial Wealth Advisory bought 1,176 Walmart Inc shares in Q3 2026, an estimated $129K.
  • Walmart Inc made up 0.29% of Centennial Wealth Advisory's portfolio in Q3 2026, its #45 holding.
  • Centennial Wealth Advisory first reported a position in Walmart Inc in Q3 2024 and has held it in 9 quarters since.
  • 2,012 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.