Integris Wealth Management
WMT icon

Integris Wealth Management’s Walmart Inc WMT Stock Holding History

Integris 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 		$321K Buy
3,091
+481
+18% +$52.8K 0.06% 95
2026
Q2 		$296K Buy
2,610
+756
+41% +$93.9K 0.06% 103
2026
Q1 		$230K Hold
1,854
– – 0.05% 104
2025
Q4 		$207K Sell
1,854
-657
-26% -$70.5K 0.05% 114
2025
Q3 		$259K Sell
2,511
-590
-19% -$58.7K 0.06% 101
2025
Q2 		$303K Buy
3,101
+466
+18% +$44.4K 0.08% 87
2025
Q1 		$231K Buy
2,635
+104
+4% +$9.8K 0.07% 94
2024
Q4 		$229K Buy
+2,531
New +$220K 0.06% 98

Other funds holding WMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Integris Wealth Management increased its Walmart Inc (WMT) stake by 18% in Q3 2026, buying an estimated $52.8K and bringing the position to 3,091 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #95.

Integris Wealth Management first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. 3,464 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Integris Wealth Management held 3,091 shares of Walmart Inc worth $321K as of Q3 2026.
  • Integris Wealth Management bought 481 Walmart Inc shares in Q3 2026, an estimated $52.8K.
  • Walmart Inc made up 0.06% of Integris Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Integris Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • 3,464 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.