Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Walmart Inc WMT Stock Holding History

Fifth Third Wealth 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 		$22.9M Buy
220,628
+8,584
+4% +$942K 0.61% 26
2026
Q2 		$24M Buy
212,044
+13,216
+7% +$1.64M 0.67% 28
2026
Q1 		$24.7M Buy
198,828
+19,913
+11% +$2.44M 0.84% 21
2025
Q4 		$19.9M Buy
178,915
+4,973
+3% +$534K 0.7% 26
2025
Q3 		$17.9M Buy
173,942
+7,521
+5% +$749K 0.66% 27
2025
Q2 		$16.3M Buy
166,421
+7,439
+5% +$709K 0.68% 23
2025
Q1 		$14M Buy
158,982
+32,970
+26% +$3.09M 0.72% 23
2024
Q4 		$11.4M Buy
126,012
+19,732
+19% +$1.71M 0.62% 26
2024
Q3 		$8.58M Buy
106,280
+17,172
+19% +$1.26M 0.53% 29
2024
Q2 		$6.03M Buy
89,108
+44,171
+98% +$2.78M 0.46% 32
2024
Q1 		$2.7M Buy
44,937
+4,335
+11% +$248K 0.42% 46
2023
Q4 		$2.13M Buy
40,602
+9,282
+30% +$491K 0.69% 34
2023
Q3 		$1.67M Buy
31,320
+5,055
+19% +$269K 0.67% 36
2023
Q2 		$1.38M Buy
26,265
+10,227
+64% +$516K 0.89% 33
2023
Q1 		$788K Buy
+16,038
New +$761K 1.46% 22

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fifth Third Wealth Advisors's WMT Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Walmart Inc (WMT) stake by 4% in Q3 2026, buying an estimated $942K and bringing the position to 220,628 shares worth $22.9M. The position accounts for 0.61% of the portfolio, ranked #26.

Fifth Third Wealth Advisors first reported a position in WMT in Q1 2023 and has held it in 15 quarters since. The position peaked at $24.7M in Q1 2026. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Fifth Third Wealth Advisors held 220,628 shares of Walmart Inc worth $22.9M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 8,584 Walmart Inc shares in Q3 2026, an estimated $942K.
  • Walmart Inc made up 0.61% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • Fifth Third Wealth Advisors first reported a position in Walmart Inc in Q1 2023 and has held it in 15 quarters since.
  • Fifth Third Wealth Advisors's Walmart Inc position peaked at $24.7M in Q1 2026.
  • 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.