Delap Wealth Advisory
WMT icon

Delap Wealth Advisory’s Walmart Inc WMT Stock Holding History

Delap Wealth Advisory’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 		$2.47M Sell
23,784
-503
-2% -$55.2K 0.85% 26
2026
Q2 		$2.75M Sell
24,287
-707
-3% -$87.8K 0.93% 24
2026
Q1 		$3.11M Buy
24,994
+4,151
+20% +$510K 1.17% 22
2025
Q4 		$2.32M Buy
20,843
+5,563
+36% +$597K 0.9% 26
2025
Q3 		$1.56M Buy
15,280
+106
+0.7% +$10.6K 0.66% 29
2025
Q2 		$1.48M Sell
15,174
-244
-2% -$23.2K 0.71% 27
2025
Q1 		$1.35M Sell
15,418
-1,555
-9% -$146K 0.75% 27
2024
Q4 		$1.53M Buy
16,973
+939
+6% +$81.5K 0.92% 27
2024
Q3 		$1.29M Sell
16,034
-1,764
-10% -$130K 0.82% 26
2024
Q2 		$1.21M Sell
17,798
-19,262
-52% -$1.21M 0.55% 27
2024
Q1 		$2.23M Sell
37,060
-9,824
-21% -$562K 0.9% 24
2023
Q4 		$2.46M Buy
46,884
+19,860
+73% +$1.05M 1.12% 22
2023
Q3 		$1.44M Buy
+27,024
New +$1.44M 1.39% 17
2023
Q1 		– Sell
-7,023
Closed -$332K – 73
2022
Q4 		$332K Buy
+7,023
New +$334K 0.35% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Delap Wealth Advisory's WMT Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Walmart Inc (WMT) stake by 2.1% in Q3 2026, selling an estimated $55.2K and leaving 23,784 shares worth $2.47M. The position accounts for 0.85% of the portfolio, ranked #26.

Delap Wealth Advisory first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.11M in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Delap Wealth Advisory held 23,784 shares of Walmart Inc worth $2.47M as of Q3 2026.
  • Delap Wealth Advisory sold 503 Walmart Inc shares in Q3 2026, an estimated $55.2K.
  • Walmart Inc made up 0.85% of Delap Wealth Advisory's portfolio in Q3 2026, its #26 holding.
  • Delap Wealth Advisory first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • Delap Wealth Advisory's Walmart Inc position peaked at $3.11M in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.