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Farther Finance Advisors’s Walmart Inc WMT Stock Holding History

Farther Finance 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 		$39.4M Buy
379,489
+23,675
+7% +$2.6M 0.28% 65
2026
Q2 		$40.3M Buy
355,814
+13,264
+4% +$1.65M 0.31% 58
2026
Q1 		$42.7M Buy
342,550
+28,099
+9% +$3.45M 0.4% 44
2025
Q4 		$35M Buy
314,451
+58,488
+23% +$6.28M 0.38% 52
2025
Q3 		$26.4M Buy
255,963
+20,963
+9% +$2.09M 0.4% 53
2025
Q2 		$23M Buy
235,000
+5,689
+2% +$542K 0.46% 34
2025
Q1 		$20.4M Buy
229,311
+103,423
+82% +$9.7M 0.52% 29
2024
Q4 		$11.4M Buy
125,888
+2,825
+2% +$245K 0.41% 50
2024
Q3 		$9.94M Buy
123,063
+10,187
+9% +$748K 0.37% 50
2024
Q2 		$7.62M Buy
112,876
+10,372
+10% +$653K 0.37% 47
2024
Q1 		$6.15M Sell
102,504
-1,491
-1% -$85.3K 0.37% 53
2023
Q4 		$5.46M Buy
103,995
+77,832
+297% +$4.12M 0.39% 53
2023
Q3 		$1.39M Buy
26,163
+13,122
+101% +$698K 0.22% 90
2023
Q2 		$683K Buy
13,041
+3,555
+37% +$179K 0.15% 129
2023
Q1 		$466K Sell
9,486
-351
-4% -$16.7K 0.14% 141
2022
Q4 		$465K Buy
+9,837
New +$467K 0.18% 115

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Farther Finance Advisors's WMT Position: Q3 2026 in Review

Farther Finance Advisors increased its Walmart Inc (WMT) stake by 6.7% in Q3 2026, buying an estimated $2.6M and bringing the position to 379,489 shares worth $39.4M. The position accounts for 0.28% of the portfolio, ranked #65.

Farther Finance Advisors first reported a position in WMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $42.7M in Q1 2026. 160 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Farther Finance Advisors held 379,489 shares of Walmart Inc worth $39.4M as of Q3 2026.
  • Farther Finance Advisors bought 23,675 Walmart Inc shares in Q3 2026, an estimated $2.6M.
  • Walmart Inc made up 0.28% of Farther Finance Advisors's portfolio in Q3 2026, its #65 holding.
  • Farther Finance Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Walmart Inc position peaked at $42.7M in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.