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Floyd Financial Group’s Walmart Inc WMT Stock Holding History

Floyd Financial 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 		$3.57M Buy
31,822
+15,635
+97% +$1.72M 2.23% 14
2026
Q2 		$1.84M Sell
16,187
-966
-6% -$120K 1.2% 25
2026
Q1 		$2.14M Buy
17,153
+20
+0.1% +$2.46K 1.43% 22
2025
Q4 		$2.11M Buy
17,133
+571
+3% +$61.3K 1.43% 22
2025
Q3 		$1.69M Buy
16,562
+279
+2% +$27.8K 1.25% 26
2025
Q2 		$1.6M Sell
16,283
-1,561
-9% -$149K 1.48% 21
2025
Q1 		$1.57M Buy
17,844
+925
+5% +$86.8K 1.42% 21
2024
Q4 		$1.57M Buy
+16,919
New +$1.47M 1.29% 24

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Floyd Financial Group increased its Walmart Inc (WMT) stake by 97% in Q3 2026, buying an estimated $1.72M and bringing the position to 31,822 shares worth $3.57M. The position accounts for 2.23% of the portfolio, ranked #14.

Floyd Financial Group first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Floyd Financial Group held 31,822 shares of Walmart Inc worth $3.57M as of Q3 2026.
  • Floyd Financial Group bought 15,635 Walmart Inc shares in Q3 2026, an estimated $1.72M.
  • Walmart Inc made up 2.23% of Floyd Financial Group's portfolio in Q3 2026, its #14 holding.
  • Floyd Financial Group first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Floyd Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.