Crown Wealth Group
WMT icon

Crown Wealth Group’s Walmart Inc WMT Stock Holding History

Crown Wealth 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 		$1.12M Sell
10,793
-1,343
-11% -$147K 0.28% 49
2026
Q2 		$1.37M Buy
12,136
+272
+2% +$33.8K 0.35% 44
2026
Q1 		$1.47M Buy
11,864
+501
+4% +$61.5K 0.43% 36
2025
Q4 		$1.27M Buy
11,363
+1,444
+15% +$155K 0.35% 45
2025
Q3 		$1.02M Buy
9,919
+3,141
+46% +$313K 0.31% 45
2025
Q2 		$663K Buy
6,778
+1,002
+17% +$95.5K 0.25% 50
2025
Q1 		$507K Buy
5,776
+368
+7% +$34.5K 0.26% 49
2024
Q4 		$489K Buy
5,408
+42
+0.8% +$3.64K 0.2% 60
2024
Q3 		$433K Sell
5,366
-57
-1% -$4.19K 0.19% 64
2024
Q2 		$367K Sell
5,423
-134
-2% -$8.44K 0.18% 63
2024
Q1 		$334K Buy
5,557
+328
+6% +$18.8K 0.17% 66
2023
Q4 		$275K Sell
5,229
-420
-7% -$22.2K 0.17% 67
2023
Q3 		$301K Buy
+5,649
New +$301K 0.23% 51

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

Crown Wealth Group's WMT Position: Q3 2026 in Review

Crown Wealth Group reduced its Walmart Inc (WMT) stake by 11% in Q3 2026, selling an estimated $147K and leaving 10,793 shares worth $1.12M. The position accounts for 0.28% of the portfolio, ranked #49.

Crown Wealth Group first reported a position in WMT in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.47M in Q1 2026. 1,944 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Crown Wealth Group held 10,793 shares of Walmart Inc worth $1.12M as of Q3 2026.
  • Crown Wealth Group sold 1,343 Walmart Inc shares in Q3 2026, an estimated $147K.
  • Walmart Inc made up 0.28% of Crown Wealth Group's portfolio in Q3 2026, its #49 holding.
  • Crown Wealth Group first reported a position in Walmart Inc in Q3 2023 and has held it in 13 quarters since.
  • Crown Wealth Group's Walmart Inc position peaked at $1.47M in Q1 2026.
  • 1,944 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.