CWC Advisors
WMT icon

CWC Advisors’s Walmart Inc WMT Stock Holding History

CWC Advisors’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 		$684K Buy
6,583
+29
+0.4% +$3.18K 0.32% 78
2026
Q2 		$742K Sell
6,554
-302
-4% -$37.5K 0.33% 73
2026
Q1 		$852K Sell
6,856
-40
-0.6% -$4.91K 0.41% 60
2025
Q4 		$768K Sell
6,896
-487
-7% -$52.3K 0.37% 62
2025
Q3 		$761K Sell
7,383
-80
-1% -$7.96K 0.37% 62
2025
Q2 		$730K Sell
7,463
-67
-0.9% -$6.38K 0.38% 60
2025
Q1 		$661K Sell
7,530
-233
-3% -$21.9K 0.38% 63
2024
Q4 		$701K Sell
7,763
-192
-2% -$16.7K 0.7% 38
2024
Q3 		$642K Buy
+7,955
New +$584K 0.63% 48

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

CWC Advisors's WMT Position: Q3 2026 in Review

CWC Advisors increased its Walmart Inc (WMT) stake by 0.44% in Q3 2026, buying an estimated $3.18K and bringing the position to 6,583 shares worth $684K. The position accounts for 0.32% of the portfolio, ranked #78.

CWC Advisors first reported a position in WMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $852K in Q1 2026. 1,671 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • CWC Advisors held 6,583 shares of Walmart Inc worth $684K as of Q3 2026.
  • CWC Advisors bought 29 Walmart Inc shares in Q3 2026, an estimated $3.18K.
  • Walmart Inc made up 0.32% of CWC Advisors's portfolio in Q3 2026, its #78 holding.
  • CWC Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 9 quarters since.
  • CWC Advisors's Walmart Inc position peaked at $852K in Q1 2026.
  • 1,671 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.