Finer Wealth Management
WMT icon

Finer Wealth Management’s Walmart Inc WMT Stock Holding History

Finer Wealth Management’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 		$5.1M Buy
49,034
+346
+0.7% +$38K 2.02% 13
2026
Q2 		$5.51M Sell
48,688
-468
-1% -$58.1K 2.46% 12
2026
Q1 		$6.11M Sell
49,156
-527
-1% -$64.7K 3.06% 10
2025
Q4 		$5.54M Buy
49,683
+926
+2% +$99.4K 2.68% 10
2025
Q3 		$5.02M Sell
48,757
-147
-0.3% -$14.6K 2.5% 10
2025
Q2 		$4.78M Buy
48,904
+675
+1% +$64.3K 2.56% 10
2025
Q1 		$4.23M Buy
48,229
+96
+0.2% +$9.01K 2.54% 10
2024
Q4 		$4.35M Buy
48,133
+890
+2% +$77.2K 2.49% 10
2024
Q3 		$3.81M Sell
47,243
-675
-1% -$49.6K 2.35% 11
2024
Q2 		$3.24M Sell
47,918
-1,399
-3% -$88.1K 2.09% 12
2024
Q1 		$2.97M Buy
49,317
+2,916
+6% +$167K 1.95% 15
2023
Q4 		$2.44M Sell
46,401
-618
-1% -$32.7K 1.82% 16
2023
Q3 		$2.51M Buy
47,019
+2,301
+5% +$122K 2% 18
2023
Q2 		$2.34M Buy
44,718
+1,353
+3% +$68.3K 1.83% 17
2023
Q1 		$2.13M Buy
43,365
+141
+0.3% +$6.69K 1.8% 19
2022
Q4 		$2.04M Sell
43,224
-828
-2% -$39.3K 1.91% 18
2022
Q3 		$1.9M Buy
44,052
+291
+0.7% +$12.7K 1.87% 17
2022
Q2 		$1.77M Buy
43,761
+1,242
+3% +$57.3K 1.62% 22
2022
Q1 		$2.11M Buy
42,519
+2,079
+5% +$97.6K 1.72% 21
2021
Q4 		$1.95M Buy
+40,440
New +$1.93M 1.62% 21

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

Finer Wealth Management's WMT Position: Q3 2026 in Review

Finer Wealth Management increased its Walmart Inc (WMT) stake by 0.71% in Q3 2026, buying an estimated $38K and bringing the position to 49,034 shares worth $5.1M. The position accounts for 2.02% of the portfolio, ranked #13.

Finer Wealth Management first reported a position in WMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.11M in Q1 2026. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Finer Wealth Management held 49,034 shares of Walmart Inc worth $5.1M as of Q3 2026.
  • Finer Wealth Management bought 346 Walmart Inc shares in Q3 2026, an estimated $38K.
  • Walmart Inc made up 2.02% of Finer Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Finer Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 20 quarters since.
  • Finer Wealth Management's Walmart Inc position peaked at $6.11M in Q1 2026.
  • 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.