Howard Wealth Management’s Walmart Inc WMT Stock Holding History

Howard Wealth Management’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	$245K	Hold	2,359	–	–	0.09%	135
2026 Q2	$267K	Sell	2,359 -15	-0.6%	-$1.86K	0.1%	129
2026 Q1	$295K	Hold	2,374	–	–	0.12%	111
2025 Q4	$264K	Hold	2,374	–	–	0.12%	110
2025 Q3	$245K	Hold	2,374	–	–	0.11%	112
2025 Q2	$232K	Hold	2,374	–	–	0.12%	112
2025 Q1	$208K	Hold	2,374	–	–	0.12%	113
2024 Q4	$214K	Buy	+2,374	New	+$206K	0.12%	111
2020 Q1	–	Sell	-2,079	Closed	-$82K	–	504
2019 Q4	$82K	Buy	+2,079	New	+$82.6K	0.07%	150

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Howard Wealth Management's WMT Position: Q3 2026 in Review

Howard Wealth Management held its Walmart Inc (WMT) position steady in Q3 2026 at 2,359 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #135.

Howard Wealth Management first reported a position in WMT in Q4 2019 and has held it in 9 quarters since. The position peaked at $295K in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Howard Wealth Management held 2,359 shares of Walmart Inc worth $245K as of Q3 2026.
Howard Wealth Management left its Walmart Inc share count unchanged in Q3 2026.
Walmart Inc made up 0.09% of Howard Wealth Management's portfolio in Q3 2026, its #135 holding.
Howard Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 9 quarters since.
Howard Wealth Management's Walmart Inc position peaked at $295K in Q1 2026.
3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.