Gen-Wealth Partners’s Walmart Inc WMT Stock Holding History

Gen-Wealth Partners’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	$3.47M	Buy	33,402 +1,607	+5%	+$176K	0.97%	17
2026 Q2	$3.6M	Sell	31,795 -249	-0.8%	-$30.9K	1%	16
2026 Q1	$3.98M	Sell	32,044 -1,198	-4%	-$147K	1.25%	13
2025 Q4	$3.7M	Sell	33,242 -1,322	-4%	-$142K	1.19%	13
2025 Q3	$3.56M	Buy	34,564 +629	+2%	+$62.6K	1.2%	12
2025 Q2	$3.32M	Sell	33,935 -624	-2%	-$59.5K	1.28%	11
2025 Q1	$3.03M	Sell	34,559 -205	-0.6%	-$19.2K	1.27%	9
2024 Q4	$3.14M	Sell	34,764 -2,757	-7%	-$239K	1.35%	9
2024 Q3	$3.05M	Sell	37,521 -417	-1%	-$30.6K	1.33%	10
2024 Q2	$2.57M	Buy	37,938 +3,326	+10%	+$209K	1.24%	10
2024 Q1	$2.08M	Buy	+34,612	New	+$1.98M	1.03%	16

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

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Gen-Wealth Partners's WMT Position: Q3 2026 in Review

Gen-Wealth Partners increased its Walmart Inc (WMT) stake by 5.1% in Q3 2026, buying an estimated $176K and bringing the position to 33,402 shares worth $3.47M. The position accounts for 0.97% of the portfolio, ranked #17.

Gen-Wealth Partners first reported a position in WMT in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.98M in Q1 2026. 2,897 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Gen-Wealth Partners held 33,402 shares of Walmart Inc worth $3.47M as of Q3 2026.
Gen-Wealth Partners bought 1,607 Walmart Inc shares in Q3 2026, an estimated $176K.
Walmart Inc made up 0.97% of Gen-Wealth Partners's portfolio in Q3 2026, its #17 holding.
Gen-Wealth Partners first reported a position in Walmart Inc in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's Walmart Inc position peaked at $3.98M in Q1 2026.
2,897 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.