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Financial Enhancement Group’s Walmart Inc WMT Stock Holding History

Financial Enhancement Group’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 		$436K Buy
4,029
+75
+2% +$8.23K 0.05% 103
2026
Q2 		$448K Sell
3,954
-4
-0.1% -$497 0.05% 109
2026
Q1 		$505K Buy
3,958
+62
+2% +$7.61K 0.06% 105
2025
Q4 		$465K Buy
3,896
+48
+1% +$5.15K 0.06% 110
2025
Q3 		$396K Buy
3,848
+326
+9% +$32.5K 0.05% 116
2025
Q2 		$332K Sell
3,522
-417
-11% -$39.7K 0.05% 114
2025
Q1 		$374K Sell
3,939
-58
-1% -$5.44K 0.06% 104
2024
Q4 		$366K Buy
+3,997
New +$347K 0.06% 102
2024
Q3 		– Sell
-4,675
Closed -$326K – 147
2024
Q2 		$326K Buy
+4,675
New +$294K 0.05% 102
2022
Q4 		– Sell
-435
Closed -$19K – 328
2022
Q3 		$19K Hold
435
– – ﹤0.01% 169
2022
Q2 		$18K Hold
435
– – ﹤0.01% 170
2022
Q1 		$22K Buy
435
+192
+79% +$9.01K ﹤0.01% 165
2021
Q4 		$12K Hold
243
– – ﹤0.01% 191
2021
Q3 		$11K Hold
243
– – ﹤0.01% 195
2021
Q2 		$11K Hold
243
– – ﹤0.01% 177
2021
Q1 		$11K Sell
243
-1,212
-83% -$56.1K ﹤0.01% 176
2020
Q4 		$70K Buy
1,455
+3
+0.2% +$146 0.01% 126
2020
Q3 		$68K Hold
1,452
– – 0.02% 116
2020
Q2 		$58K Buy
1,452
+1,212
+505% +$49.9K 0.01% 123
2020
Q1 		$9K Sell
240
-1,149
-83% -$44.2K ﹤0.01% 202
2019
Q4 		$55K Sell
1,389
-51
-4% -$2.02K 0.01% 121
2019
Q3 		$57K Buy
1,440
+1,200
+500% +$45.3K 0.02% 120
2019
Q2 		$9K Hold
240
– – ﹤0.01% 200
2019
Q1 		$8K Hold
240
– – ﹤0.01% 229
2018
Q4 		$8K Hold
240
– – ﹤0.01% 199
2018
Q3 		$8K Hold
240
– – ﹤0.01% 199
2018
Q2 		$7K Hold
240
– – ﹤0.01% 196
2018
Q1 		$7K Buy
+240
New +$7.72K ﹤0.01% 200

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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Financial Enhancement Group's WMT Position: Q3 2026 in Review

Financial Enhancement Group increased its Walmart Inc (WMT) stake by 1.9% in Q3 2026, buying an estimated $8.23K and bringing the position to 4,029 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #103.

Financial Enhancement Group first reported a position in WMT in Q1 2018 and has held it in 28 quarters since. The position peaked at $505K in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Financial Enhancement Group held 4,029 shares of Walmart Inc worth $436K as of Q3 2026.
  • Financial Enhancement Group bought 75 Walmart Inc shares in Q3 2026, an estimated $8.23K.
  • Walmart Inc made up 0.05% of Financial Enhancement Group's portfolio in Q3 2026, its #103 holding.
  • Financial Enhancement Group first reported a position in Walmart Inc in Q1 2018 and has held it in 28 quarters since.
  • Financial Enhancement Group's Walmart Inc position peaked at $505K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.