Holcombe Financial
WMT icon

Holcombe Financial’s Walmart Inc WMT Stock Holding History

Holcombe Financial’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 		$1.47M Hold
14,176
– – 0.81% 19
2026
Q2 		$1.61M Sell
14,176
-152
-1% -$18.9K 0.91% 17
2026
Q1 		$1.78M Buy
14,328
+1,577
+12% +$194K 1.05% 18
2025
Q4 		$1.42M Buy
12,751
+76
+0.6% +$8.16K 0.89% 18
2025
Q3 		$1.31M Hold
12,675
– – 0.91% 16
2025
Q2 		$1.24M Hold
12,675
– – 0.93% 15
2025
Q1 		$1.11M Buy
12,675
+1,148
+10% +$108K 0.92% 16
2024
Q4 		$1.04M Buy
+11,527
New +$1M 0.86% 15

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

Holcombe Financial's WMT Position: Q3 2026 in Review

Holcombe Financial held its Walmart Inc (WMT) position steady in Q3 2026 at 14,176 shares worth $1.47M. The position accounts for 0.81% of the portfolio, ranked #19.

Holcombe Financial first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.78M in Q1 2026. 2,456 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Holcombe Financial held 14,176 shares of Walmart Inc worth $1.47M as of Q3 2026.
  • Holcombe Financial left its Walmart Inc share count unchanged in Q3 2026.
  • Walmart Inc made up 0.81% of Holcombe Financial's portfolio in Q3 2026, its #19 holding.
  • Holcombe Financial first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • Holcombe Financial's Walmart Inc position peaked at $1.78M in Q1 2026.
  • 2,456 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.