Doliver Advisors
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Doliver Advisors’s Walmart Inc WMT Stock Holding History

Doliver Advisors’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 		$842K Sell
8,098
-134
-2% -$14.7K 0.18% 81
2026
Q2 		$932K Sell
8,232
-151
-2% -$18.7K 0.21% 76
2026
Q1 		$1.04M Sell
8,383
-3,511
-30% -$431K 0.24% 68
2025
Q4 		$1.33M Sell
11,894
-13,280
-53% -$1.43M 0.33% 58
2025
Q3 		$2.59M Buy
25,174
+13
+0.1% +$1.29K 0.67% 21
2025
Q2 		$2.46M Sell
25,161
-403
-2% -$38.4K 0.67% 22
2025
Q1 		$2.24M Buy
25,564
+822
+3% +$77.1K 0.63% 23
2024
Q4 		$2.24M Sell
24,742
-5,118
-17% -$444K 0.62% 23
2024
Q3 		$2.41M Sell
29,860
-4,597
-13% -$338K 0.66% 20
2024
Q2 		$2.33M Sell
34,457
-2,075
-6% -$131K 0.65% 19
2024
Q1 		$2.2M Sell
36,532
-254
-0.7% -$14.5K 0.62% 19
2023
Q4 		$1.93M Sell
36,786
-2,958
-7% -$157K 0.59% 23
2023
Q3 		$2.12M Sell
39,744
-1,113
-3% -$59.2K 0.64% 18
2023
Q2 		$2.14M Sell
40,857
-579
-1% -$29.2K 0.65% 18
2023
Q1 		$2.04M Buy
41,436
+1,086
+3% +$51.5K 0.64% 19
2022
Q4 		$1.91M Sell
40,350
-30
-0.1% -$1.42K 0.63% 22
2022
Q3 		$1.75M Sell
40,380
-3,360
-8% -$147K 0.64% 22
2022
Q2 		$1.77M Buy
43,740
+6,714
+18% +$310K 0.63% 22
2022
Q1 		$1.84M Buy
37,026
+921
+3% +$43.2K 0.58% 25
2021
Q4 		$1.68M Buy
36,105
+480
+1% +$22.9K 0.52% 26
2021
Q3 		$1.66M Buy
35,625
+11,325
+47% +$546K 0.56% 28
2021
Q2 		$1.14M Buy
24,300
+4,104
+20% +$191K 0.38% 45
2021
Q1 		$914K Buy
20,196
+1,890
+10% +$87.5K 0.34% 47
2020
Q4 		$880K Buy
18,306
+3,477
+23% +$169K 0.39% 45
2020
Q3 		$692K Buy
14,829
+1,086
+8% +$48.3K 0.35% 56
2020
Q2 		$549K Buy
+13,743
New +$565K 0.25% 60
2018
Q3 		– Sell
-8,073
Closed -$231K – 307
2018
Q2 		$231K Buy
+8,073
New +$229K 0.1% 180

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

Doliver Advisors's WMT Position: Q3 2026 in Review

Doliver Advisors reduced its Walmart Inc (WMT) stake by 1.6% in Q3 2026, selling an estimated $14.7K and leaving 8,098 shares worth $842K. The position accounts for 0.18% of the portfolio, ranked #81.

Doliver Advisors first reported a position in WMT in Q2 2018 and has held it in 27 quarters since. The position peaked at $2.59M in Q3 2025. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Doliver Advisors held 8,098 shares of Walmart Inc worth $842K as of Q3 2026.
  • Doliver Advisors sold 134 Walmart Inc shares in Q3 2026, an estimated $14.7K.
  • Walmart Inc made up 0.18% of Doliver Advisors's portfolio in Q3 2026, its #81 holding.
  • Doliver Advisors first reported a position in Walmart Inc in Q2 2018 and has held it in 27 quarters since.
  • Doliver Advisors's Walmart Inc position peaked at $2.59M in Q3 2025.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.