Demars Financial Group
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Demars Financial Group’s Walmart Inc WMT Stock Holding History

Demars Financial 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 		$473K Sell
4,551
-29
-0.6% -$3.18K 0.12% 78
2026
Q2 		$519K Sell
4,580
-149
-3% -$18.5K 0.14% 75
2026
Q1 		$588K Buy
4,729
+408
+9% +$50.1K 0.19% 61
2025
Q4 		$481K Hold
4,321
– – 0.16% 62
2025
Q3 		$445K Buy
4,321
+450
+12% +$44.8K 0.15% 64
2025
Q2 		$379K Buy
3,871
+361
+10% +$34.4K 0.15% 64
2025
Q1 		$308K Hold
3,510
– – 0.13% 65
2024
Q4 		$317K Hold
3,510
– – 0.14% 62
2024
Q3 		$283K Buy
3,510
+18
+0.5% +$1.32K 0.13% 61
2024
Q2 		$236K Sell
3,492
-224
-6% -$14.1K 0.11% 63
2024
Q1 		$224K Sell
3,716
-3,292
-47% -$188K 0.11% 64
2023
Q4 		$368K Hold
7,008
– – 0.2% 50
2023
Q3 		$374K Sell
7,008
-84
-1% -$4.47K 0.21% 61
2023
Q2 		$372K Sell
7,092
-168
-2% -$8.48K 0.21% 59
2023
Q1 		$357K Hold
7,260
– – 0.2% 59
2022
Q4 		$343K Sell
7,260
-99
-1% -$4.7K 0.19% 57
2022
Q3 		$318K Hold
7,359
– – 0.19% 57
2022
Q2 		$298K Buy
7,359
+27
+0.4% +$1.24K 0.17% 66
2022
Q1 		$364K Buy
7,332
+12
+0.2% +$563 0.18% 64
2021
Q4 		$353K Buy
7,320
+225
+3% +$10.7K 0.19% 68
2021
Q3 		$330K Sell
7,095
-22,044
-76% -$1.06M 0.19% 70
2021
Q2 		$1.37M Buy
29,139
+198
+0.7% +$9.22K 0.82% 32
2021
Q1 		$1.31M Buy
28,941
+1,626
+6% +$75.3K 0.88% 32
2020
Q4 		$1.31M Buy
27,315
+876
+3% +$42.5K 0.93% 30
2020
Q3 		$1.23M Buy
26,439
+282
+1% +$12.5K 0.94% 31
2020
Q2 		$1.04M Buy
26,157
+6,585
+34% +$271K 0.87% 32
2020
Q1 		$741K Sell
19,572
-159
-0.8% -$6.12K 0.77% 29
2019
Q4 		$782K Buy
+19,731
New +$784K 0.71% 30

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Demars Financial Group's WMT Position: Q3 2026 in Review

Demars Financial Group reduced its Walmart Inc (WMT) stake by 0.63% in Q3 2026, selling an estimated $3.18K and leaving 4,551 shares worth $473K. The position accounts for 0.12% of the portfolio, ranked #78.

Demars Financial Group first reported a position in WMT in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.37M in Q2 2021. 2,897 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Demars Financial Group held 4,551 shares of Walmart Inc worth $473K as of Q3 2026.
  • Demars Financial Group sold 29 Walmart Inc shares in Q3 2026, an estimated $3.18K.
  • Walmart Inc made up 0.12% of Demars Financial Group's portfolio in Q3 2026, its #78 holding.
  • Demars Financial Group first reported a position in Walmart Inc in Q4 2019 and has held it in 28 quarters since.
  • Demars Financial Group's Walmart Inc position peaked at $1.37M in Q2 2021.
  • 2,897 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.