Goldstein Advisors
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Goldstein Advisors’s Walmart Inc WMT Stock Holding History

Goldstein Advisors’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 		$457K Buy
4,393
+243
+6% +$26.7K 0.04% 135
2026
Q2 		$470K Buy
4,150
+318
+8% +$39.5K 0.04% 140
2026
Q1 		$476K Buy
3,832
+385
+11% +$47.3K 0.05% 104
2025
Q4 		$384K Buy
3,447
+172
+5% +$18.5K 0.04% 119
2025
Q3 		$338K Sell
3,275
-1,513
-32% -$151K 0.04% 129
2025
Q2 		$468K Buy
4,788
+5
+0.1% +$476 0.06% 98
2025
Q1 		$420K Buy
4,783
+304
+7% +$28.5K 0.06% 104
2024
Q4 		$405K Buy
4,479
+976
+28% +$84.7K 0.06% 107
2024
Q3 		$283K Buy
3,503
+120
+4% +$8.81K 0.04% 132
2024
Q2 		$229K Buy
+3,383
New +$213K 0.04% 142
2023
Q1 		– Sell
-18,237
Closed -$862K – 170
2022
Q4 		$862K Buy
+18,237
New +$866K 0.21% 50

Other funds holding WMT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Goldstein Advisors's WMT Position: Q3 2026 in Review

Goldstein Advisors increased its Walmart Inc (WMT) stake by 5.9% in Q3 2026, buying an estimated $26.7K and bringing the position to 4,393 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #135.

Goldstein Advisors first reported a position in WMT in Q4 2022 and has held it in 11 quarters since. The position peaked at $862K in Q4 2022. 2,500 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Goldstein Advisors held 4,393 shares of Walmart Inc worth $457K as of Q3 2026.
  • Goldstein Advisors bought 243 Walmart Inc shares in Q3 2026, an estimated $26.7K.
  • Walmart Inc made up 0.04% of Goldstein Advisors's portfolio in Q3 2026, its #135 holding.
  • Goldstein Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 11 quarters since.
  • Goldstein Advisors's Walmart Inc position peaked at $862K in Q4 2022.
  • 2,500 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.