Global Wealth Strategies & Associates’s Walmart Inc WMT Stock Holding History

Global Wealth Strategies & Associates’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	$213K	Buy	+2,047	New	+$225K	0.04%	106
2026 Q2	–	Sell	-1,604	Closed	-$199K	–	481
2026 Q1	$199K	Sell	1,604 -5	-0.3%	-$614	0.05%	81
2025 Q4	$179K	Sell	1,609 -139	-8%	-$14.9K	0.04%	75
2025 Q3	$180K	Buy	1,748 +409	+31%	+$40.7K	0.05%	70
2025 Q2	$131K	Sell	1,339 -251	-16%	-$23.9K	0.04%	62
2025 Q1	$140K	Sell	1,590 -657	-29%	-$61.6K	0.04%	60
2024 Q4	$203K	Hold	2,247	–	–	0.06%	52
2024 Q3	$181K	Sell	2,247 -5,636	-71%	-$414K	0.06%	48
2024 Q2	$534K	Sell	7,883 -600	-7%	-$37.8K	0.19%	26
2024 Q1	$510K	Buy	8,483 +251	+3%	+$14.4K	0.19%	27
2023 Q4	$433K	Hold	8,232	–	–	0.18%	25
2023 Q3	$439K	Hold	8,232	–	–	0.2%	32
2023 Q2	$431K	Hold	8,232	–	–	0.2%	30
2023 Q1	$405K	Hold	8,232	–	–	0.21%	27
2022 Q4	$389K	Buy	+8,232	New	+$391K	0.23%	30

Other funds holding WMT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Global Wealth Strategies & Associates's WMT Position: Q3 2026 in Review

Global Wealth Strategies & Associates opened a new position in Walmart Inc (WMT) in Q3 2026: 2,047 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #106 among its holdings. This is a return to the name: Global Wealth Strategies & Associates previously reported a position in WMT as recently as Q1 2026.

Global Wealth Strategies & Associates first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $534K in Q2 2024. 769 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Global Wealth Strategies & Associates held 2,047 shares of Walmart Inc worth $213K as of Q3 2026.
Walmart Inc was a new Global Wealth Strategies & Associates position in Q3 2026.
Walmart Inc made up 0.04% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #106 holding.
Global Wealth Strategies & Associates first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
Global Wealth Strategies & Associates's Walmart Inc position peaked at $534K in Q2 2024.
769 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.