Insight Advisors
WMT icon

Insight Advisors’s Walmart Inc WMT Stock Holding History

Insight 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 		$1.35M Sell
12,986
-1,091
-8% -$120K 0.24% 58
2026
Q2 		$1.59M Sell
14,077
-491
-3% -$61K 0.28% 48
2026
Q1 		$1.81M Buy
14,568
+57
+0.4% +$7K 0.34% 39
2025
Q4 		$1.62M Sell
14,511
-442
-3% -$47.5K 0.24% 69
2025
Q3 		$1.54M Sell
14,953
-1,710
-10% -$170K 0.24% 68
2025
Q2 		$1.63M Sell
16,663
-621
-4% -$59.2K 0.26% 63
2025
Q1 		$1.52M Sell
17,284
-8
-0% -$750 0.26% 61
2024
Q4 		$1.57M Sell
17,292
-2,731
-14% -$237K 0.26% 63
2024
Q3 		$1.62M Buy
20,023
+202
+1% +$14.8K 0.28% 59
2024
Q2 		$1.34M Buy
19,821
+24
+0.1% +$1.51K 0.24% 71
2024
Q1 		$1.19M Sell
19,797
-1,398
-7% -$80K 0.23% 81
2023
Q4 		$1.11M Buy
21,195
+762
+4% +$40.3K 0.24% 72
2023
Q3 		$1.09M Buy
20,433
+2,424
+13% +$129K 0.25% 68
2023
Q2 		$943K Sell
18,009
-1,539
-8% -$77.6K 0.21% 81
2023
Q1 		$961K Sell
19,548
-9,234
-32% -$438K 0.23% 74
2022
Q4 		$1.37M Sell
28,782
-1,053
-4% -$50K 0.48% 51
2022
Q3 		$1.29M Buy
29,835
+522
+2% +$22.9K 0.51% 47
2022
Q2 		$1.22M Sell
29,313
-795
-3% -$36.7K 0.41% 58
2022
Q1 		$1.5M Buy
30,108
+8,733
+41% +$410K 0.45% 60
2021
Q4 		$1.03M Buy
21,375
+4,410
+26% +$211K 0.3% 84
2021
Q3 		$855K Sell
16,965
-1,278
-7% -$61.6K 0.26% 105
2021
Q2 		$865K Sell
18,243
-2,310
-11% -$108K 0.27% 95
2021
Q1 		$960K Buy
20,553
+2,787
+16% +$129K 0.3% 86
2020
Q4 		$854K Buy
+17,766
New +$863K 0.32% 84

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

Insight Advisors's WMT Position: Q3 2026 in Review

Insight Advisors reduced its Walmart Inc (WMT) stake by 7.8% in Q3 2026, selling an estimated $120K and leaving 12,986 shares worth $1.35M. The position accounts for 0.24% of the portfolio, ranked #58.

Insight Advisors first reported a position in WMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.81M in Q1 2026. 1,439 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Insight Advisors held 12,986 shares of Walmart Inc worth $1.35M as of Q3 2026.
  • Insight Advisors sold 1,091 Walmart Inc shares in Q3 2026, an estimated $120K.
  • Walmart Inc made up 0.24% of Insight Advisors's portfolio in Q3 2026, its #58 holding.
  • Insight Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's Walmart Inc position peaked at $1.81M in Q1 2026.
  • 1,439 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.