CGFA
WMT icon

Colton Groome Financial Advisors’s Walmart Inc WMT Stock Holding History

Colton Groome Financial 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 		$1.72M Buy
16,573
+230
+1% +$25.3K 0.4% 49
2026
Q2 		$1.85M Buy
16,343
+121
+0.7% +$15K 0.45% 43
2026
Q1 		$2.02M Sell
16,222
-327
-2% -$40.1K 0.57% 37
2025
Q4 		$1.84M Buy
16,549
+702
+4% +$75.4K 0.53% 36
2025
Q3 		$1.63M Buy
15,847
+135
+0.9% +$13.4K 0.5% 39
2025
Q2 		$1.54M Buy
15,712
+766
+5% +$73K 0.52% 38
2025
Q1 		$1.45M Sell
14,946
-1,710
-10% -$160K 0.56% 33
2024
Q4 		$1.5M Sell
16,656
-252
-1% -$21.9K 0.58% 36
2024
Q3 		$1.37M Sell
16,908
-1,608
-9% -$118K 0.51% 41
2024
Q2 		$1.25M Sell
18,516
-1,688
-8% -$106K 0.49% 41
2024
Q1 		$1.22M Buy
20,204
+2
+0% +$114 0.49% 42
2023
Q4 		$1.06M Buy
20,202
+4,623
+30% +$245K 0.46% 43
2023
Q3 		$830K Buy
15,579
+2,550
+20% +$136K 0.42% 52
2023
Q2 		$683K Buy
13,029
+4,995
+62% +$252K 0.32% 64
2023
Q1 		$395K Buy
+8,034
New +$381K 0.19% 88
2022
Q1 		– Sell
-18,207
Closed -$878K – 139
2021
Q4 		$878K Buy
18,207
+264
+1% +$12.6K 0.36% 53
2021
Q3 		$834K Sell
17,943
-60
-0.3% -$2.89K 0.36% 46
2021
Q2 		$846K Buy
+18,003
New +$839K 0.39% 45

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

Colton Groome Financial Advisors's WMT Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its Walmart Inc (WMT) stake by 1.4% in Q3 2026, buying an estimated $25.3K and bringing the position to 16,573 shares worth $1.72M. The position accounts for 0.4% of the portfolio, ranked #49.

Colton Groome Financial Advisors first reported a position in WMT in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.02M in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Colton Groome Financial Advisors held 16,573 shares of Walmart Inc worth $1.72M as of Q3 2026.
  • Colton Groome Financial Advisors bought 230 Walmart Inc shares in Q3 2026, an estimated $25.3K.
  • Walmart Inc made up 0.4% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #49 holding.
  • Colton Groome Financial Advisors first reported a position in Walmart Inc in Q2 2021 and has held it in 18 quarters since.
  • Colton Groome Financial Advisors's Walmart Inc position peaked at $2.02M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.