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David J. Yvars Group’s Walmart Inc WMT Stock Holding History

David J. Yvars 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 		$684K Buy
6,581
+5
+0.1% +$549 0.31% 42
2026
Q2 		$745K Buy
6,576
+10
+0.2% +$1.24K 0.35% 43
2026
Q1 		$816K Sell
6,566
-81
-1% -$9.95K 0.46% 36
2025
Q4 		$741K Hold
6,647
– – 0.39% 34
2025
Q3 		$685K Buy
6,647
+5
+0.1% +$498 0.37% 35
2025
Q2 		$649K Buy
6,642
+9
+0.1% +$857 0.38% 35
2025
Q1 		$582K Buy
6,633
+5
+0.1% +$469 0.46% 32
2024
Q4 		$599K Sell
6,628
-1,482
-18% -$129K 0.37% 37
2024
Q3 		$655K Buy
8,110
+115
+1% +$8.45K 0.41% 38
2024
Q2 		$541K Buy
7,995
+462
+6% +$29.1K 0.34% 40
2024
Q1 		$453K Buy
7,533
+177
+2% +$10.1K 0.31% 43
2023
Q4 		$387K Hold
7,356
– – 0.31% 41
2023
Q3 		$392K Buy
7,356
+6
+0.1% +$319 0.33% 41
2023
Q2 		$385K Buy
7,350
+30
+0.4% +$1.51K 0.32% 41
2023
Q1 		$360K Buy
7,320
+948
+15% +$45K 0.33% 48
2022
Q4 		$301K Hold
6,372
– – 0.38% 41
2022
Q3 		$276K Buy
6,372
+6
+0.1% +$263 0.31% 46
2022
Q2 		$260K Sell
6,366
-45
-0.7% -$2.08K 0.35% 46
2022
Q1 		$318K Buy
6,411
+6
+0.1% +$282 0.22% 59
2021
Q4 		$309K Hold
6,405
– – 0.19% 61
2021
Q3 		$293K Sell
6,405
-216
-3% -$10.4K 0.17% 66
2021
Q2 		$311K Buy
6,621
+237
+4% +$11K 0.17% 66
2021
Q1 		$289K Buy
6,384
+9
+0.1% +$417 0.18% 66
2020
Q4 		$306K Buy
+6,375
New +$310K 0.21% 58

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

David J. Yvars Group's WMT Position: Q3 2026 in Review

David J. Yvars Group increased its Walmart Inc (WMT) stake by 0.08% in Q3 2026, buying an estimated $549 and bringing the position to 6,581 shares worth $684K. The position accounts for 0.31% of the portfolio, ranked #42.

David J. Yvars Group first reported a position in WMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $816K in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • David J. Yvars Group held 6,581 shares of Walmart Inc worth $684K as of Q3 2026.
  • David J. Yvars Group bought 5 Walmart Inc shares in Q3 2026, an estimated $549.
  • Walmart Inc made up 0.31% of David J. Yvars Group's portfolio in Q3 2026, its #42 holding.
  • David J. Yvars Group first reported a position in Walmart Inc in Q4 2020 and has held it in 24 quarters since.
  • David J. Yvars Group's Walmart Inc position peaked at $816K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.