Curtis Advisory Group
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Curtis Advisory Group’s Walmart Inc WMT Stock Holding History

Curtis 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 		$933K Hold
8,975
– – 0.17% 73
2026
Q2 		$1.02M Sell
8,975
-160
-2% -$19.9K 0.2% 69
2026
Q1 		$1.14M Buy
9,135
+1,400
+18% +$172K 0.24% 62
2025
Q4 		$862K Buy
7,735
+1,871
+32% +$201K 0.18% 68
2025
Q3 		$604K Hold
5,864
– – 0.14% 72
2025
Q2 		$573K Buy
+5,864
New +$559K 0.14% 69

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Curtis Advisory Group's WMT Position: Q3 2026 in Review

Curtis Advisory Group held its Walmart Inc (WMT) position steady in Q3 2026 at 8,975 shares worth $933K. The position accounts for 0.17% of the portfolio, ranked #73.

Curtis Advisory Group first reported a position in WMT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2026. 2,880 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Curtis Advisory Group held 8,975 shares of Walmart Inc worth $933K as of Q3 2026.
  • Curtis Advisory Group left its Walmart Inc share count unchanged in Q3 2026.
  • Walmart Inc made up 0.17% of Curtis Advisory Group's portfolio in Q3 2026, its #73 holding.
  • Curtis Advisory Group first reported a position in Walmart Inc in Q2 2025 and has held it in 6 quarters since.
  • Curtis Advisory Group's Walmart Inc position peaked at $1.14M in Q1 2026.
  • 2,880 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.