GWM
WMT icon

Global Wealth Management’s Walmart Inc WMT Stock Holding History

Global 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 		$251K Buy
2,415
+5
+0.2% +$549 0.14% 40
2026
Q2 		$273K Buy
2,410
+9
+0.4% +$1.12K 0.14% 40
2026
Q1 		$298K Buy
2,401
+5
+0.2% +$614 0.16% 33
2025
Q4 		$267K Hold
2,396
– – 0.14% 33
2025
Q3 		$247K Buy
2,396
+5
+0.2% +$498 0.13% 30
2025
Q2 		$229K Buy
2,391
+12
+0.5% +$1.14K 0.13% 29
2025
Q1 		$209K Buy
+2,379
New +$223K 0.12% 28

Other funds holding WMT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Global Wealth Management increased its Walmart Inc (WMT) stake by 0.21% in Q3 2026, buying an estimated $549 and bringing the position to 2,415 shares worth $251K. The position accounts for 0.14% of the portfolio, ranked #40.

Global Wealth Management first reported a position in WMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $298K in Q1 2026. 3,683 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Global Wealth Management held 2,415 shares of Walmart Inc worth $251K as of Q3 2026.
  • Global Wealth Management bought 5 Walmart Inc shares in Q3 2026, an estimated $549.
  • Walmart Inc made up 0.14% of Global Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Global Wealth Management first reported a position in Walmart Inc in Q1 2025 and has held it in 7 quarters since.
  • Global Wealth Management's Walmart Inc position peaked at $298K in Q1 2026.
  • 3,683 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.