Downshift Financial
WMT icon

Downshift Financial’s Walmart Inc WMT Stock Holding History

Downshift Financial’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 		$52K Buy
+500
New +$54.9K 0.02% 164

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

Downshift Financial's WMT Position: Q3 2026 in Review

Downshift Financial reduced its Walmart Inc (WMT) stake by 3% in Q3 2026, selling an estimated $2.96K and leaving 886 shares worth $92K. The position accounts for 0.04% of the portfolio, ranked #125.

Downshift Financial first reported a position in WMT in Q2 2026 and has held it in 2 quarters since. The position peaked at $103K in Q2 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Downshift Financial held 886 shares of Walmart Inc worth $92K as of Q3 2026.
  • Downshift Financial sold 27 Walmart Inc shares in Q3 2026, an estimated $2.96K.
  • Walmart Inc made up 0.04% of Downshift Financial's portfolio in Q3 2026, its #125 holding.
  • Downshift Financial first reported a position in Walmart Inc in Q2 2026 and has held it in 2 quarters since.
  • Downshift Financial's Walmart Inc position peaked at $103K in Q2 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.