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Compton Wealth Advisory Group’s Walmart Inc WMT Stock Holding History

Compton Wealth Advisory Group’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 		$3.18M Buy
30,545
+546
+2% +$59.9K 0.65% 30
2026
Q2 		$3.26M Sell
29,999
-14
-0% -$1.74K 0.66% 32
2026
Q1 		$3.74M Buy
30,013
+241
+0.8% +$29.6K 0.83% 26
2025
Q4 		$3.32M Sell
29,772
-2,560
-8% -$275K 0.72% 29
2025
Q3 		$3.33M Buy
32,332
+133
+0.4% +$13.2K 0.77% 27
2025
Q2 		$3.15M Buy
32,199
+982
+3% +$93.6K 0.8% 28
2025
Q1 		$2.74M Sell
31,217
-1,532
-5% -$144K 0.76% 28
2024
Q4 		$2.96M Buy
32,749
+970
+3% +$84.2K 0.76% 30
2024
Q3 		$2.57M Buy
31,779
+1,081
+4% +$79.4K 0.65% 33
2024
Q2 		$2.08M Buy
30,698
+284
+0.9% +$17.9K 0.55% 38
2024
Q1 		$1.83M Buy
30,414
+1,098
+4% +$62.8K 0.5% 43
2023
Q4 		$1.54M Buy
29,316
+5,271
+22% +$279K 0.48% 41
2023
Q3 		$1.28M Buy
24,045
+1,410
+6% +$75K 0.44% 43
2023
Q2 		$1.19M Sell
22,635
-606
-3% -$30.6K 0.4% 49
2023
Q1 		$1.14M Buy
23,241
+5,019
+28% +$238K 0.39% 50
2022
Q4 		$861K Sell
18,222
-423
-2% -$20.1K 0.34% 58
2022
Q3 		$806K Buy
18,645
+3,624
+24% +$159K 0.34% 59
2022
Q2 		$609K Buy
15,021
+1,524
+11% +$70.3K 0.26% 67
2022
Q1 		$670K Buy
13,497
+618
+5% +$29K 0.26% 67
2021
Q4 		$621K Buy
12,879
+231
+2% +$11K 0.27% 59
2021
Q3 		$588K Sell
12,648
-624
-5% -$30.1K 0.28% 59
2021
Q2 		$624K Buy
13,272
+96
+0.7% +$4.47K 0.29% 57
2021
Q1 		$597K Buy
13,176
+315
+2% +$14.6K 0.34% 54
2020
Q4 		$618K Sell
12,861
-4,887
-28% -$237K 0.39% 44
2020
Q3 		$828K Buy
17,748
+3
+0% +$133 0.62% 42
2020
Q2 		$708K Sell
17,745
-3,690
-17% -$152K 0.75% 40
2020
Q1 		$812K Sell
21,435
-2,490
-10% -$95.8K 1.05% 33
2019
Q4 		$948K Sell
23,925
-180
-0.7% -$7.15K 0.84% 39
2019
Q3 		$954K Buy
24,105
+12,402
+106% +$468K 0.52% 39
2019
Q2 		$431K Hold
11,703
– – 0.22% 52
2019
Q1 		$380K Buy
11,703
+3
+0% +$97 0.2% 58
2018
Q4 		$363K Buy
+11,700
New +$375K 0.19% 59

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
NFP
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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Compton Wealth Advisory Group's WMT Position: Q3 2026 in Review

Compton Wealth Advisory Group increased its Walmart Inc (WMT) stake by 1.8% in Q3 2026, buying an estimated $59.9K and bringing the position to 30,545 shares worth $3.18M. The position accounts for 0.65% of the portfolio, ranked #30.

Compton Wealth Advisory Group first reported a position in WMT in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.74M in Q1 2026. 901 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Compton Wealth Advisory Group held 30,545 shares of Walmart Inc worth $3.18M as of Q3 2026.
  • Compton Wealth Advisory Group bought 546 Walmart Inc shares in Q3 2026, an estimated $59.9K.
  • Walmart Inc made up 0.65% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #30 holding.
  • Compton Wealth Advisory Group first reported a position in Walmart Inc in Q4 2018 and has held it in 32 quarters since.
  • Compton Wealth Advisory Group's Walmart Inc position peaked at $3.74M in Q1 2026.
  • 901 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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