Gutierrez Wealth Advisory’s Walmart Inc WMT Stock Holding History

Gutierrez Wealth Advisory’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	$1.2M	Sell	11,543 -1,098	-9%	-$121K	0.64%	24
2026 Q2	$1.43M	Buy	12,641 +85	+0.7%	+$10.6K	0.83%	21
2026 Q1	$1.56M	Sell	12,556 -5,114	-29%	-$628K	0.97%	18
2025 Q4	$1.97M	Sell	17,670 -1,042	-6%	-$112K	1.24%	16
2025 Q3	$1.93M	Sell	18,712 -19,418	-51%	-$1.93M	1.23%	16
2025 Q2	$3.73M	Buy	38,130 +109	+0.3%	+$10.4K	2.5%	15
2025 Q1	$3.34M	Buy	38,021 +167	+0.4%	+$15.7K	2.71%	13
2024 Q4	$3.42M	Buy	+37,854	New	+$3.28M	2.82%	12

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Gutierrez Wealth Advisory's WMT Position: Q3 2026 in Review

Gutierrez Wealth Advisory reduced its Walmart Inc (WMT) stake by 8.7% in Q3 2026, selling an estimated $121K and leaving 11,543 shares worth $1.2M. The position accounts for 0.64% of the portfolio, ranked #24.

Gutierrez Wealth Advisory first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.73M in Q2 2025. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Gutierrez Wealth Advisory held 11,543 shares of Walmart Inc worth $1.2M as of Q3 2026.
Gutierrez Wealth Advisory sold 1,098 Walmart Inc shares in Q3 2026, an estimated $121K.
Walmart Inc made up 0.64% of Gutierrez Wealth Advisory's portfolio in Q3 2026, its #24 holding.
Gutierrez Wealth Advisory first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
Gutierrez Wealth Advisory's Walmart Inc position peaked at $3.73M in Q2 2025.
2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q3 2026, filed 2 Nov 2026.