Helen Stephens Group
WMT icon

Helen Stephens Group’s Walmart Inc WMT Stock Holding History

Helen Stephens Group’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 		$5.52M Buy
53,125
+1,024
+2% +$112K 0.88% 23
2026
Q2 		$5.9M Buy
52,101
+134
+0.3% +$16.6K 1% 20
2026
Q1 		$6.46M Buy
51,967
+587
+1% +$72.1K 1.29% 19
2025
Q4 		$5.72M Sell
51,380
-96
-0.2% -$10.3K 1.2% 17
2025
Q3 		$5.31M Buy
51,476
+6
+0% +$597 1.18% 17
2025
Q2 		$5.03M Buy
51,470
+33,543
+187% +$3.2M 1.25% 17
2025
Q1 		$1.57M Buy
17,927
+102
+0.6% +$9.6K 0.45% 32
2024
Q4 		$1.61M Sell
17,825
-420
-2% -$36.4K 0.48% 30
2024
Q3 		$1.47M Hold
18,245
– – 0.45% 34
2024
Q2 		$1.24M Sell
18,245
-48
-0.3% -$3.02K 0.43% 33
2024
Q1 		$1.1M Buy
18,293
+62
+0.3% +$3.55K 0.43% 31
2023
Q4 		$958K Buy
18,231
+1,323
+8% +$70K 0.43% 34
2023
Q3 		$901K Sell
16,908
-93
-0.5% -$4.95K 0.47% 30
2023
Q2 		$891K Buy
17,001
+126
+0.7% +$6.36K 0.45% 32
2023
Q1 		$829K Hold
16,875
– – 0.43% 36
2022
Q4 		$798K Hold
16,875
– – 0.48% 34
2022
Q3 		$730K Buy
16,875
+60
+0.4% +$2.63K 0.51% 33
2022
Q2 		$681K Buy
16,815
+60
+0.4% +$2.77K 0.48% 30
2022
Q1 		$832K Sell
16,755
-99
-0.6% -$4.65K 0.57% 26
2021
Q4 		$813K Buy
+16,854
New +$805K 0.65% 23

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Helen Stephens Group's WMT Position: Q3 2026 in Review

Helen Stephens Group increased its Walmart Inc (WMT) stake by 2% in Q3 2026, buying an estimated $112K and bringing the position to 53,125 shares worth $5.52M. The position accounts for 0.88% of the portfolio, ranked #23.

Helen Stephens Group first reported a position in WMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.46M in Q1 2026. 2,164 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Helen Stephens Group held 53,125 shares of Walmart Inc worth $5.52M as of Q3 2026.
  • Helen Stephens Group bought 1,024 Walmart Inc shares in Q3 2026, an estimated $112K.
  • Walmart Inc made up 0.88% of Helen Stephens Group's portfolio in Q3 2026, its #23 holding.
  • Helen Stephens Group first reported a position in Walmart Inc in Q4 2021 and has held it in 20 quarters since.
  • Helen Stephens Group's Walmart Inc position peaked at $6.46M in Q1 2026.
  • 2,164 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.