Denver PWM’s Walmart Inc WMT Stock Holding History

Denver PWM’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	$219K	Sell	2,108 -1,911	-48%	-$210K	0.07%	88
2026 Q2	$463K	Buy	4,019 +458	+13%	+$56.9K	0.15%	60
2026 Q1	$464K	Buy	3,561 +644	+22%	+$79.1K	0.16%	59
2025 Q4	$285K	Hold	2,917	–	–	0.1%	67
2025 Q3	$285K	Hold	2,917	–	–	0.09%	69
2025 Q2	$285K	Buy	2,917 +6	+0.2%	+$572	0.09%	69
2025 Q1	$256K	Buy	2,911 +112	+4%	+$10.5K	0.09%	58
2024 Q4	$253K	Sell	2,799 -244	-8%	-$21.2K	0.1%	50
2024 Q3	$246K	Buy	3,043 +294	+11%	+$21.6K	0.09%	57
2024 Q2	$186K	Buy	+2,749	New	+$173K	0.07%	61

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Denver PWM's WMT Position: Q3 2026 in Review

Denver PWM reduced its Walmart Inc (WMT) stake by 48% in Q3 2026, selling an estimated $210K and leaving 2,108 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #88.

Denver PWM first reported a position in WMT in Q2 2024 and has held it in 10 quarters since. The position peaked at $464K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Denver PWM held 2,108 shares of Walmart Inc worth $219K as of Q3 2026.
Denver PWM sold 1,911 Walmart Inc shares in Q3 2026, an estimated $210K.
Walmart Inc made up 0.07% of Denver PWM's portfolio in Q3 2026, its #88 holding.
Denver PWM first reported a position in Walmart Inc in Q2 2024 and has held it in 10 quarters since.
Denver PWM's Walmart Inc position peaked at $464K in Q1 2026.
1,835 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Denver PWM's 13F filing for Q3 2026, filed 22 Oct 2026.