Herold Advisors
WMT icon

Herold Advisors’s Walmart Inc WMT Stock Holding History

Herold 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 		$7.27M Sell
69,929
-411
-0.6% -$45.1K 1.42% 16
2026
Q2 		$7.97M Sell
70,340
-135
-0.2% -$16.8K 1.58% 13
2026
Q1 		$8.76M Sell
70,475
-336
-0.5% -$41.3K 1.92% 8
2025
Q4 		$7.89M Sell
70,811
-25
-0% -$2.68K 1.76% 12
2025
Q3 		$7.3M Buy
70,836
+5,185
+8% +$516K 1.69% 12
2025
Q2 		$6.42M Sell
65,651
-7,247
-10% -$690K 1.35% 14
2025
Q1 		$6.4M Sell
72,898
-6,459
-8% -$606K 1.41% 14
2024
Q4 		$7.17M Sell
79,357
-2,169
-3% -$188K 1.56% 9
2024
Q3 		$6.58M Sell
81,526
-1,176
-1% -$86.4K 1.43% 12
2024
Q2 		$5.6M Sell
82,702
-205
-0.2% -$12.9K 1.3% 15
2024
Q1 		$4.99M Buy
82,907
+2,555
+3% +$146K 1.21% 15
2023
Q4 		$4.22M Buy
80,352
+1,197
+2% +$63.3K 1.17% 14
2023
Q3 		$4.22M Buy
79,155
+333
+0.4% +$17.7K 1.28% 13
2023
Q2 		$4.13M Buy
78,822
+1,884
+2% +$95K 1.26% 14
2023
Q1 		$3.78M Buy
76,938
+2,709
+4% +$129K 1.31% 13
2022
Q4 		$3.51M Buy
74,229
+6,000
+9% +$285K 1.49% 13
2022
Q3 		$2.95M Buy
68,229
+3
+0% +$131 1.42% 10
2022
Q2 		$2.76M Buy
68,226
+1,584
+2% +$73K 1.23% 17
2022
Q1 		$3.31M Buy
66,642
+5,028
+8% +$236K 1.18% 12
2021
Q4 		$2.97M Buy
61,614
+1,530
+3% +$73K 1.15% 15
2021
Q3 		$2.79M Buy
+60,084
New +$2.89M 1.09% 13

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Herold Advisors's WMT Position: Q3 2026 in Review

Herold Advisors reduced its Walmart Inc (WMT) stake by 0.58% in Q3 2026, selling an estimated $45.1K and leaving 69,929 shares worth $7.27M. The position accounts for 1.42% of the portfolio, ranked #16.

Herold Advisors first reported a position in WMT in Q3 2021 and has held it in 21 quarters since. The position peaked at $8.76M in Q1 2026. 1,319 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Herold Advisors held 69,929 shares of Walmart Inc worth $7.27M as of Q3 2026.
  • Herold Advisors sold 411 Walmart Inc shares in Q3 2026, an estimated $45.1K.
  • Walmart Inc made up 1.42% of Herold Advisors's portfolio in Q3 2026, its #16 holding.
  • Herold Advisors first reported a position in Walmart Inc in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Walmart Inc position peaked at $8.76M in Q1 2026.
  • 1,319 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.