Consilium Wealth Advisory
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Consilium Wealth Advisory’s Walmart Inc WMT Stock Holding History

Consilium 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 		$2.31M Sell
22,210
-3,932
-15% -$432K 0.68% 32
2026
Q2 		$2.96M Buy
26,142
+313
+1% +$38.9K 0.88% 30
2026
Q1 		$3.21M Buy
25,829
+3,492
+16% +$429K 1.09% 23
2025
Q4 		$2.49M Buy
22,337
+474
+2% +$50.9K 0.92% 26
2025
Q3 		$2.25M Sell
21,863
-354
-2% -$35.2K 0.87% 26
2025
Q2 		$2.17M Sell
22,217
-1,104
-5% -$105K 0.92% 25
2025
Q1 		$2.05M Buy
23,321
+11
+0% +$1.03K 1.03% 26
2024
Q4 		$2.11M Buy
23,310
+492
+2% +$42.7K 1% 26
2024
Q3 		$1.84M Buy
22,818
+13,948
+157% +$1.02M 1.01% 23
2024
Q2 		$601K Sell
8,870
-332
-4% -$20.9K 0.33% 52
2024
Q1 		$554K Buy
9,202
+1,234
+15% +$70.6K 0.31% 53
2023
Q4 		$419K Buy
7,968
+831
+12% +$44K 0.25% 63
2023
Q3 		$380K Buy
+7,137
New +$380K 0.27% 61

Other funds holding WMT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 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

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

Consilium Wealth Advisory reduced its Walmart Inc (WMT) stake by 15% in Q3 2026, selling an estimated $432K and leaving 22,210 shares worth $2.31M. The position accounts for 0.68% of the portfolio, ranked #32.

Consilium Wealth Advisory first reported a position in WMT in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.21M in Q1 2026. 2,436 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Consilium Wealth Advisory held 22,210 shares of Walmart Inc worth $2.31M as of Q3 2026.
  • Consilium Wealth Advisory sold 3,932 Walmart Inc shares in Q3 2026, an estimated $432K.
  • Walmart Inc made up 0.68% of Consilium Wealth Advisory's portfolio in Q3 2026, its #32 holding.
  • Consilium Wealth Advisory first reported a position in Walmart Inc in Q3 2023 and has held it in 13 quarters since.
  • Consilium Wealth Advisory's Walmart Inc position peaked at $3.21M in Q1 2026.
  • 2,436 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.