Fiduciary Alliance
WMT icon

Fiduciary Alliance’s Walmart Inc WMT Stock Holding History

Fiduciary Alliance’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 		$8.59M Sell
82,646
-18,661
-18% -$2.05M 0.65% 36
2026
Q2 		$11.5M Sell
101,307
-7,023
-6% -$872K 0.78% 21
2026
Q1 		$13.5M Sell
108,330
-2,901
-3% -$356K 0.82% 23
2025
Q4 		$12.4M Buy
111,231
+6,810
+7% +$731K 0.81% 23
2025
Q3 		$10.8M Buy
104,421
+11,426
+12% +$1.14M 0.72% 30
2025
Q2 		$9.09M Buy
92,995
+33,544
+56% +$3.2M 0.68% 34
2025
Q1 		$5.22M Buy
59,451
+2,737
+5% +$257K 0.51% 51
2024
Q4 		$5.12M Buy
56,714
+38,872
+218% +$3.37M 0.52% 54
2024
Q3 		$1.44M Buy
17,842
+5,805
+48% +$426K 0.19% 96
2024
Q2 		$819K Buy
12,037
+945
+9% +$59.5K 0.13% 96
2024
Q1 		$666K Sell
11,092
-2,669
-19% -$153K 0.12% 108
2023
Q4 		$723K Sell
13,761
-129
-0.9% -$6.83K 0.14% 90
2023
Q3 		$740K Buy
13,890
+3,588
+35% +$191K 0.17% 77
2023
Q2 		$540K Buy
10,302
+1,044
+11% +$52.7K 0.12% 98
2023
Q1 		$455K Sell
9,258
-111
-1% -$5.27K 0.11% 98
2022
Q4 		$443K Buy
+9,369
New +$445K 0.11% 91

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

Fiduciary Alliance's WMT Position: Q3 2026 in Review

Fiduciary Alliance reduced its Walmart Inc (WMT) stake by 18% in Q3 2026, selling an estimated $2.05M and leaving 82,646 shares worth $8.59M. The position accounts for 0.65% of the portfolio, ranked #36.

Fiduciary Alliance first reported a position in WMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $13.5M in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Fiduciary Alliance held 82,646 shares of Walmart Inc worth $8.59M as of Q3 2026.
  • Fiduciary Alliance sold 18,661 Walmart Inc shares in Q3 2026, an estimated $2.05M.
  • Walmart Inc made up 0.65% of Fiduciary Alliance's portfolio in Q3 2026, its #36 holding.
  • Fiduciary Alliance first reported a position in Walmart Inc in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's Walmart Inc position peaked at $13.5M in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.