Daymark Wealth Partners
WMT icon

Daymark Wealth Partners’s Walmart Inc WMT Stock Holding History

Daymark Wealth Partners’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 		$25.8M Buy
248,137
+24,877
+11% +$2.73M 0.59% 35
2026
Q2 		$25.3M Buy
223,260
+66,323
+42% +$8.23M 0.62% 37
2026
Q1 		$19.5M Sell
156,937
-1,058
-0.7% -$130K 0.61% 35
2025
Q4 		$17.6M Buy
157,995
+2,365
+2% +$254K 0.56% 41
2025
Q3 		$16M Buy
155,630
+10,877
+8% +$1.08M 0.54% 44
2025
Q2 		$14.2M Sell
144,753
-937
-0.6% -$89.3K 0.54% 44
2025
Q1 		$12.8M Sell
145,690
-97
-0.1% -$9.1K 0.55% 44
2024
Q4 		$13.2M Sell
145,787
-3,872
-3% -$336K 0.56% 42
2024
Q3 		$12.1M Buy
149,659
+6,023
+4% +$442K 0.51% 45
2024
Q2 		$9.7M Buy
143,636
+12,691
+10% +$799K 0.45% 48
2024
Q1 		$7.88M Buy
130,945
+304
+0.2% +$17.4K 0.42% 54
2023
Q4 		$6.87M Buy
130,641
+9,030
+7% +$478K 0.42% 52
2023
Q3 		$6.48M Buy
121,611
+72,240
+146% +$3.84M 0.45% 53
2023
Q2 		$2.59M Buy
49,371
+21,726
+79% +$1.1M 0.19% 102
2023
Q1 		$1.36M Buy
27,645
+7,344
+36% +$349K 0.18% 103
2022
Q4 		$959K Buy
+20,301
New +$964K 0.17% 98

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Daymark Wealth Partners's WMT Position: Q3 2026 in Review

Daymark Wealth Partners increased its Walmart Inc (WMT) stake by 11% in Q3 2026, buying an estimated $2.73M and bringing the position to 248,137 shares worth $25.8M. The position accounts for 0.59% of the portfolio, ranked #35.

Daymark Wealth Partners first reported a position in WMT in Q4 2022 and has held it in 16 quarters since. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Daymark Wealth Partners held 248,137 shares of Walmart Inc worth $25.8M as of Q3 2026.
  • Daymark Wealth Partners bought 24,877 Walmart Inc shares in Q3 2026, an estimated $2.73M.
  • Walmart Inc made up 0.59% of Daymark Wealth Partners's portfolio in Q3 2026, its #35 holding.
  • Daymark Wealth Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 16 quarters since.
  • 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.