Darden Wealth Group’s Walmart Inc WMT Stock Holding History

Darden 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	$609K	Sell	5,863 -4	-0.1%	-$439	0.24%	76
2026 Q2	$665K	Buy	5,867 +72	+1%	+$8.94K	0.26%	78
2026 Q1	$720K	Hold	5,795	–	–	0.37%	62
2025 Q4	$646K	Buy	5,795 +210	+4%	+$22.5K	0.31%	64
2025 Q3	$576K	Sell	5,585 -225	-4%	-$22.4K	0.3%	72
2025 Q2	$568K	Hold	5,810	–	–	0.34%	65
2025 Q1	$510K	Buy	5,810 +275	+5%	+$25.8K	0.4%	57
2024 Q4	$500K	Buy	5,535 +750	+16%	+$65.1K	0.34%	61
2024 Q3	$386K	Buy	4,785 +43	+0.9%	+$3.16K	0.28%	68
2024 Q2	$321K	Buy	4,742 +1,087	+30%	+$68.5K	0.19%	77
2024 Q1	$220K	Buy	+3,655	New	+$209K	0.17%	99

Other funds holding WMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Darden Wealth Group reduced its Walmart Inc (WMT) stake by 0.07% in Q3 2026, selling an estimated $439 and leaving 5,863 shares worth $609K. The position accounts for 0.24% of the portfolio, ranked #76.

Darden Wealth Group first reported a position in WMT in Q1 2024 and has held it in 11 quarters since. The position peaked at $720K in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Darden Wealth Group held 5,863 shares of Walmart Inc worth $609K as of Q3 2026.
Darden Wealth Group sold 4 Walmart Inc shares in Q3 2026, an estimated $439.
Walmart Inc made up 0.24% of Darden Wealth Group's portfolio in Q3 2026, its #76 holding.
Darden Wealth Group first reported a position in Walmart Inc in Q1 2024 and has held it in 11 quarters since.
Darden Wealth Group's Walmart Inc position peaked at $720K in Q1 2026.
3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.