Gradient Capital Advisors
WMT icon

Gradient Capital Advisors’s Walmart Inc WMT Stock Holding History

Gradient Capital 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 		$291K Buy
2,802
+65
+2% +$7.14K 0.07% 145
2026
Q2 		$310K Buy
2,737
+2
+0.1% +$248 0.07% 139
2026
Q1 		$340K Sell
2,735
-68
-2% -$8.35K 0.09% 129
2025
Q4 		$312K Sell
2,803
-3
-0.1% -$322 0.08% 135
2025
Q3 		$289K Buy
2,806
+67
+2% +$6.67K 0.08% 137
2025
Q2 		$268K Buy
2,739
+47
+2% +$4.48K 0.08% 137
2025
Q1 		$236K Buy
2,692
+41
+2% +$3.85K 0.08% 144
2024
Q4 		$240K Sell
2,651
-124
-4% -$10.8K 0.08% 142
2024
Q3 		$224K Buy
+2,775
New +$204K 0.07% 142

Other funds holding WMT

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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Gradient Capital Advisors's WMT Position: Q3 2026 in Review

Gradient Capital Advisors increased its Walmart Inc (WMT) stake by 2.4% in Q3 2026, buying an estimated $7.14K and bringing the position to 2,802 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #145.

Gradient Capital Advisors first reported a position in WMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $340K in Q1 2026. 2,012 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Gradient Capital Advisors held 2,802 shares of Walmart Inc worth $291K as of Q3 2026.
  • Gradient Capital Advisors bought 65 Walmart Inc shares in Q3 2026, an estimated $7.14K.
  • Walmart Inc made up 0.07% of Gradient Capital Advisors's portfolio in Q3 2026, its #145 holding.
  • Gradient Capital Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 9 quarters since.
  • Gradient Capital Advisors's Walmart Inc position peaked at $340K in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.