Intergy Private Wealth
WMT icon

Intergy Private Wealth’s Walmart Inc WMT Stock Holding History

Intergy Private 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 		$223K Sell
2,145
-98
-4% -$10.8K 0.05% 127
2026
Q2 		$254K Buy
2,243
+112
+5% +$13.9K 0.06% 117
2026
Q1 		$265K Buy
2,131
+106
+5% +$13K 0.08% 95
2025
Q4 		$226K Buy
+2,025
New +$217K 0.07% 104

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

Intergy Private Wealth's WMT Position: Q3 2026 in Review

Intergy Private Wealth reduced its Walmart Inc (WMT) stake by 4.4% in Q3 2026, selling an estimated $10.8K and leaving 2,145 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #127.

Intergy Private Wealth first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $265K in Q1 2026. 1,439 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Intergy Private Wealth held 2,145 shares of Walmart Inc worth $223K as of Q3 2026.
  • Intergy Private Wealth sold 98 Walmart Inc shares in Q3 2026, an estimated $10.8K.
  • Walmart Inc made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #127 holding.
  • Intergy Private Wealth first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • Intergy Private Wealth's Walmart Inc position peaked at $265K in Q1 2026.
  • 1,439 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.