Echo45 Advisors
WMT icon

Echo45 Advisors’s Walmart Inc WMT Stock Holding History

Echo45 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 		$745K Buy
7,167
+2,764
+63% +$303K 0.34% 44
2026
Q2 		$499K Sell
4,403
-491
-10% -$61K 0.26% 44
2026
Q1 		$608K Sell
4,894
-4
-0.1% -$491 0.34% 40
2025
Q4 		$546K Sell
4,898
-163
-3% -$17.5K 0.31% 44
2025
Q3 		$522K Sell
5,061
-123
-2% -$12.2K 0.31% 34
2025
Q2 		$507K Buy
5,184
+212
+4% +$20.2K 0.32% 34
2025
Q1 		$436K Buy
4,972
+198
+4% +$18.6K 0.29% 37
2024
Q4 		$433K Sell
4,774
-172
-3% -$14.9K 0.28% 35
2024
Q3 		$399K Sell
4,946
-181
-4% -$13.3K 0.26% 31
2024
Q2 		$347K Sell
5,127
-948
-16% -$59.7K 0.24% 34
2024
Q1 		$366K Sell
6,075
-66
-1% -$3.78K 0.26% 31
2023
Q4 		$323K Buy
6,141
+270
+5% +$14.3K 0.25% 33
2023
Q3 		$313K Sell
5,871
-63
-1% -$3.35K 0.27% 28
2023
Q2 		$311K Buy
5,934
+75
+1% +$3.78K 0.26% 28
2023
Q1 		$288K Sell
5,859
-723
-11% -$34.3K 0.24% 30
2022
Q4 		$311K Sell
6,582
-33
-0.5% -$1.57K 0.28% 32
2022
Q3 		$286K Sell
6,615
-696
-10% -$30.5K 0.29% 28
2022
Q2 		$296K Sell
7,311
-3,885
-35% -$179K 0.28% 31
2022
Q1 		$556K Sell
11,196
-1,623
-13% -$76.2K 0.44% 30
2021
Q4 		$618K Buy
+12,819
New +$612K 0.49% 36

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Echo45 Advisors's WMT Position: Q3 2026 in Review

Echo45 Advisors increased its Walmart Inc (WMT) stake by 63% in Q3 2026, buying an estimated $303K and bringing the position to 7,167 shares worth $745K. The position accounts for 0.34% of the portfolio, ranked #44.

Echo45 Advisors first reported a position in WMT in Q4 2021 and has held it in 20 quarters since. 1,439 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Echo45 Advisors held 7,167 shares of Walmart Inc worth $745K as of Q3 2026.
  • Echo45 Advisors bought 2,764 Walmart Inc shares in Q3 2026, an estimated $303K.
  • Walmart Inc made up 0.34% of Echo45 Advisors's portfolio in Q3 2026, its #44 holding.
  • Echo45 Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 20 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.