Commonwealth Financial Services
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Commonwealth Financial Services’s Walmart Inc WMT Stock Holding History

Commonwealth Financial Services’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 		$2.61M Sell
25,112
-12,247
-33% -$1.34M 0.47% 41
2026
Q2 		$2.99M Buy
37,359
+10,973
+42% +$1.36M 0.4% 52
2026
Q1 		$3.28M Buy
26,386
+1,356
+5% +$166K 0.52% 38
2025
Q4 		$2.79M Buy
25,030
+8
+0% +$859 0.46% 44
2025
Q3 		$2.58M Buy
25,022
+601
+2% +$59.8K 0.44% 44
2025
Q2 		$2.39M Sell
24,421
-119
-0.5% -$11.3K 0.46% 43
2025
Q1 		$2.15M Sell
24,540
-923
-4% -$86.6K 0.44% 47
2024
Q4 		$2.3M Sell
25,463
-753
-3% -$65.3K 0.45% 44
2024
Q3 		$2.13M Buy
26,216
+1,672
+7% +$123K 0.42% 46
2024
Q2 		$1.71M Buy
24,544
+15,091
+160% +$950K 0.35% 47
2024
Q1 		$1.49M Sell
9,453
-18,906
-67% -$1.08M 0.35% 48
2023
Q4 		$1.49M Buy
28,359
+3
+0% +$159 0.35% 48
2023
Q3 		$1.51M Buy
+28,356
New +$1.51M 0.45% 49
2017
Q1 		$284K Sell
11,907
-1,680
-12% -$38.7K 0.31% 41
2016
Q4 		$304K Sell
13,587
-168
-1% -$3.92K 0.3% 41
2016
Q3 		$331K Buy
13,755
+2,658
+24% +$64.5K 0.31% 41
2016
Q2 		$270K Hold
11,097
– – 0.32% 38
2016
Q1 		$253K Sell
11,097
-3,753
-25% -$82.3K 0.38% 29
2015
Q4 		$303K Buy
14,850
+13,950
+1,550% +$280K 1.03% 33
2015
Q3 		$19K Hold
900
– – 0.02% 119
2015
Q2 		$21K Hold
900
– – 0.02% 130
2015
Q1 		$25K Hold
900
– – 0.02% 124
2014
Q4 		$26K Buy
+900
New +$24.3K 0.02% 111

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Commonwealth Financial Services's WMT Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Walmart Inc (WMT) stake by 33% in Q3 2026, selling an estimated $1.34M and leaving 25,112 shares worth $2.61M. The position accounts for 0.47% of the portfolio, ranked #41.

Commonwealth Financial Services first reported a position in WMT in Q4 2014 and has held it in 23 quarters since. The position peaked at $3.28M in Q1 2026. 1,315 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Commonwealth Financial Services held 25,112 shares of Walmart Inc worth $2.61M as of Q3 2026.
  • Commonwealth Financial Services sold 12,247 Walmart Inc shares in Q3 2026, an estimated $1.34M.
  • Walmart Inc made up 0.47% of Commonwealth Financial Services's portfolio in Q3 2026, its #41 holding.
  • Commonwealth Financial Services first reported a position in Walmart Inc in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's Walmart Inc position peaked at $3.28M in Q1 2026.
  • 1,315 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.