Fischer Financial Services
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Fischer Financial Services’s Walmart Inc WMT Stock Holding History

Fischer Financial Services’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 		$4.65M Buy
44,780
+1,011
+2% +$111K 1.15% 27
2026
Q2 		$4.96M Sell
43,769
-906
-2% -$112K 1.25% 26
2026
Q1 		$5.55M Sell
44,675
-274
-0.6% -$33.6K 1.87% 18
2025
Q4 		$5.01M Buy
44,949
+1,646
+4% +$177K 1.33% 25
2025
Q3 		$4.46M Buy
43,303
+39,205
+957% +$3.9M 1.2% 26
2025
Q2 		$401K Hold
4,098
– – 0.12% 57
2025
Q1 		$360K Sell
4,098
-300
-7% -$28.1K 0.12% 56
2024
Q4 		$397K Buy
+4,398
New +$382K 0.13% 56

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 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

Fischer Financial Services's WMT Position: Q3 2026 in Review

Fischer Financial Services increased its Walmart Inc (WMT) stake by 2.3% in Q3 2026, buying an estimated $111K and bringing the position to 44,780 shares worth $4.65M. The position accounts for 1.15% of the portfolio, ranked #27.

Fischer Financial Services first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.55M in Q1 2026. 2,313 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Fischer Financial Services held 44,780 shares of Walmart Inc worth $4.65M as of Q3 2026.
  • Fischer Financial Services bought 1,011 Walmart Inc shares in Q3 2026, an estimated $111K.
  • Walmart Inc made up 1.15% of Fischer Financial Services's portfolio in Q3 2026, its #27 holding.
  • Fischer Financial Services first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • Fischer Financial Services's Walmart Inc position peaked at $5.55M in Q1 2026.
  • 2,313 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.