GER Loftin Wealth Advisors LLC’s Walmart Inc WMT Stock Holding History

GER Loftin Wealth Advisors LLC’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	$4.61M	Buy	+44,385	New	+$4.87M	1.47%	21

Other funds holding WMT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's WMT Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Walmart Inc (WMT) in Q3 2026: 44,385 shares worth $4.61M. The stake represents 1.47% of the portfolio and ranks #21 among its holdings.

3,386 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

GER Loftin Wealth Advisors LLC held 44,385 shares of Walmart Inc worth $4.61M as of Q3 2026.
Walmart Inc was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Walmart Inc made up 1.47% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #21 holding.
3,386 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.