First Affirmative Financial Network
WMT icon

First Affirmative Financial Network’s Walmart Inc WMT Stock Holding History

First Affirmative Financial Network’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 		$686K Buy
+6,606
New +$725K 0.15% 133
2026
Q1 		$716K Buy
+5,764
New +$708K 0.28% 79
2025
Q3 		$614K Sell
5,954
-1,486
-20% -$148K 0.29% 79
2025
Q2 		$727K Buy
7,440
+10
+0.1% +$953 0.37% 62
2025
Q1 		$652K Buy
7,430
+186
+3% +$17.4K 0.4% 65
2024
Q4 		$655K Sell
7,244
-2,235
-24% -$194K 0.38% 64
2024
Q3 		$765K Buy
+9,479
New +$696K 0.42% 59
2023
Q4 		– Sell
-4,044
Closed -$216K – 251
2023
Q3 		$216K Sell
4,044
-441
-10% -$23.5K 0.21% 166
2023
Q2 		$235K Buy
4,485
+297
+7% +$15K 0.23% 141
2023
Q1 		$206K Sell
4,188
-1,200
-22% -$57K 0.24% 141
2022
Q4 		$255K Sell
5,388
-933
-15% -$44.3K 0.31% 103
2022
Q3 		$273K Sell
6,321
-966
-13% -$42.3K 0.35% 91
2022
Q2 		$295K Sell
7,287
-1,737
-19% -$80.1K 0.34% 86
2022
Q1 		$448K Sell
9,024
-438
-5% -$20.6K 0.43% 60
2021
Q4 		$456K Buy
9,462
+276
+3% +$13.2K 0.42% 62
2021
Q3 		$427K Buy
+9,186
New +$443K 0.44% 60

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

First Affirmative Financial Network's WMT Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Walmart Inc (WMT) in Q3 2026: 6,606 shares worth $686K. The stake represents 0.15% of the portfolio and ranks #133 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in WMT as recently as Q1 2026.

First Affirmative Financial Network first reported a position in WMT in Q3 2021 and has held it in 16 quarters since. The position peaked at $765K in Q3 2024. 1,475 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • First Affirmative Financial Network held 6,606 shares of Walmart Inc worth $686K as of Q3 2026.
  • Walmart Inc was a new First Affirmative Financial Network position in Q3 2026.
  • Walmart Inc made up 0.15% of First Affirmative Financial Network's portfolio in Q3 2026, its #133 holding.
  • First Affirmative Financial Network first reported a position in Walmart Inc in Q3 2021 and has held it in 16 quarters since.
  • First Affirmative Financial Network's Walmart Inc position peaked at $765K in Q3 2024.
  • 1,475 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.