Holos Integrated Wealth
WMT icon

Holos Integrated Wealth’s Walmart Inc WMT Stock Holding History

Holos Integrated Wealth’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 		$327K Hold
2,754
– – 0.15% 60
2026
Q2 		$307K Hold
2,754
– – 0.14% 63
2026
Q1 		$337K Buy
2,754
+1,200
+77% +$147K 0.17% 62
2025
Q4 		$175K Hold
1,554
– – 0.1% 72
2025
Q3 		$158K Hold
1,554
– – 0.09% 73
2025
Q2 		$161K Hold
1,554
– – 0.1% 71
2025
Q1 		$136K Hold
1,554
– – 0.09% 74
2024
Q4 		$140K Buy
+1,554
New +$135K 0.1% 66

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

Holos Integrated Wealth's WMT Position: Q3 2026 in Review

Holos Integrated Wealth held its Walmart Inc (WMT) position steady in Q3 2026 at 2,754 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #60.

Holos Integrated Wealth first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $337K in Q1 2026. 1,439 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Holos Integrated Wealth held 2,754 shares of Walmart Inc worth $327K as of Q3 2026.
  • Holos Integrated Wealth left its Walmart Inc share count unchanged in Q3 2026.
  • Walmart Inc made up 0.15% of Holos Integrated Wealth's portfolio in Q3 2026, its #60 holding.
  • Holos Integrated Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Walmart Inc position peaked at $337K in Q1 2026.
  • 1,439 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.