Instrumental Wealth’s Walmart Inc WMT Stock Holding History

Instrumental 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	$347K	Buy	3,341 +81	+2%	+$8.89K	0.17%	56
2026 Q2	$369K	Buy	3,260 +287	+10%	+$35.6K	0.19%	52
2026 Q1	$369K	Buy	2,973 +163	+6%	+$20K	0.23%	39
2025 Q4	$350K	Buy	2,810 +240	+9%	+$25.8K	0.21%	42
2025 Q3	$263K	Buy	2,570 +161	+7%	+$16K	0.18%	55
2025 Q2	$230K	Buy	2,409 +91	+4%	+$8.67K	0.18%	51
2025 Q1	$220K	Sell	2,318 -32	-1%	-$3K	0.2%	49
2024 Q4	$223K	Buy	+2,350	New	+$204K	0.21%	47

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Instrumental Wealth's WMT Position: Q3 2026 in Review

Instrumental Wealth increased its Walmart Inc (WMT) stake by 2.5% in Q3 2026, buying an estimated $8.89K and bringing the position to 3,341 shares worth $347K. The position accounts for 0.17% of the portfolio, ranked #56.

Instrumental Wealth first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $369K in Q1 2026. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Instrumental Wealth held 3,341 shares of Walmart Inc worth $347K as of Q3 2026.
Instrumental Wealth bought 81 Walmart Inc shares in Q3 2026, an estimated $8.89K.
Walmart Inc made up 0.17% of Instrumental Wealth's portfolio in Q3 2026, its #56 holding.
Instrumental Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
Instrumental Wealth's Walmart Inc position peaked at $369K in Q1 2026.
2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.