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Insight Wealth Strategies’s Walmart Inc WMT Stock Holding History

Insight Wealth Strategies’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 		$233K Sell
2,243
-360
-14% -$39.5K 0.02% 182
2026
Q2 		$283K Sell
2,603
-16,957
-87% -$2.11M 0.03% 160
2026
Q1 		$2.43M Buy
19,560
+406
+2% +$49.8K 0.27% 96
2025
Q4 		$2.13M Buy
19,154
+244
+1% +$26.2K 0.24% 94
2025
Q3 		$1.95M Buy
18,910
+349
+2% +$34.7K 0.23% 95
2025
Q2 		$1.82M Sell
18,561
-2,988
-14% -$285K 0.23% 94
2025
Q1 		$1.89M Sell
21,549
-423
-2% -$39.7K 0.25% 94
2024
Q4 		$1.99M Sell
21,972
-3,601
-14% -$312K 0.27% 95
2024
Q3 		$2.07M Sell
25,573
-136
-0.5% -$9.99K 0.27% 94
2024
Q2 		$1.74M Buy
25,709
+267
+1% +$16.8K 0.25% 102
2024
Q1 		$1.53M Sell
25,442
-1,222
-5% -$69.9K 0.22% 109
2023
Q4 		$1.4M Buy
26,664
+534
+2% +$28.3K 0.23% 99
2023
Q3 		$1.39M Buy
26,130
+1,659
+7% +$88.3K 0.27% 83
2023
Q2 		$1.28M Buy
24,471
+267
+1% +$13.5K 0.25% 79
2023
Q1 		$1.19M Sell
24,204
-102
-0.4% -$4.84K 0.23% 81
2022
Q4 		$1.15M Buy
24,306
+549
+2% +$26.1K 0.22% 79
2022
Q3 		$963K Hold
23,757
– – 0.18% 98
2022
Q2 		$963K Buy
23,757
+1,740
+8% +$80.2K 0.18% 98
2022
Q1 		$1.09M Buy
22,017
+3,177
+17% +$149K 0.16% 100
2021
Q4 		$909K Buy
18,840
+2,772
+17% +$132K 0.13% 105
2021
Q3 		$747K Buy
16,068
+1,062
+7% +$51.2K 0.11% 128
2021
Q2 		$705K Sell
15,006
-11,310
-43% -$527K 0.1% 125
2021
Q1 		$1.19M Buy
26,316
+7,809
+42% +$362K 0.16% 87
2020
Q4 		$889K Buy
18,507
+429
+2% +$20.8K 0.15% 80
2020
Q3 		$843K Buy
18,078
+2,631
+17% +$117K 0.16% 66
2020
Q2 		$617K Buy
15,447
+2,913
+23% +$120K 0.14% 71
2020
Q1 		$475K Sell
12,534
-2,121
-14% -$81.6K 0.13% 77
2019
Q4 		$581K Buy
14,655
+414
+3% +$16.4K 0.12% 112
2019
Q3 		$563K Buy
14,241
+849
+6% +$32K 0.13% 103
2019
Q2 		$493K Buy
13,392
+153
+1% +$5.27K 0.12% 105
2019
Q1 		$430K Buy
+13,239
New +$429K 0.12% 104

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Insight Wealth Strategies's WMT Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Walmart Inc (WMT) stake by 14% in Q3 2026, selling an estimated $39.5K and leaving 2,243 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #182.

Insight Wealth Strategies first reported a position in WMT in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.43M in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Insight Wealth Strategies held 2,243 shares of Walmart Inc worth $233K as of Q3 2026.
  • Insight Wealth Strategies sold 360 Walmart Inc shares in Q3 2026, an estimated $39.5K.
  • Walmart Inc made up 0.02% of Insight Wealth Strategies's portfolio in Q3 2026, its #182 holding.
  • Insight Wealth Strategies first reported a position in Walmart Inc in Q1 2019 and has held it in 31 quarters since.
  • Insight Wealth Strategies's Walmart Inc position peaked at $2.43M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.