Foguth Wealth Management’s Walmart Inc WMT Stock Holding History

Foguth 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	$1.54M	Buy	12,994 +890	+7%	+$97.7K	0.16%	74
2026 Q2	$1.36M	Sell	12,104 -39	-0.3%	-$4.84K	0.15%	73
2026 Q1	$1.41M	Buy	12,143 +1,943	+19%	+$239K	0.16%	71
2025 Q4	$1.15M	Buy	+10,200	New	+$1.1M	0.18%	72
2025 Q2	$769K	Buy	7,861 +1,480	+23%	+$141K	0.16%	68
2025 Q1	$560K	Sell	6,381 -1,567	-20%	-$147K	0.14%	75
2024 Q4	$753K	Buy	7,948 +163	+2%	+$14.1K	0.2%	68
2024 Q3	$621K	Sell	7,785 -2,865	-27%	-$210K	0.23%	66
2024 Q2	$721K	Buy	10,650 +2,005	+23%	+$126K	0.32%	55
2024 Q1	$520K	Buy	+8,645	New	+$495K	0.28%	72

Other funds holding WMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Foguth Wealth Management increased its Walmart Inc (WMT) stake by 7.4% in Q3 2026, buying an estimated $97.7K and bringing the position to 12,994 shares worth $1.54M. The position accounts for 0.16% of the portfolio, ranked #74.

Foguth Wealth Management first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Foguth Wealth Management held 12,994 shares of Walmart Inc worth $1.54M as of Q3 2026.
Foguth Wealth Management bought 890 Walmart Inc shares in Q3 2026, an estimated $97.7K.
Walmart Inc made up 0.16% of Foguth Wealth Management's portfolio in Q3 2026, its #74 holding.
Foguth Wealth Management first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.