InvesTrust
WMT icon

InvesTrust’s Walmart Inc WMT Stock Holding History

InvesTrust’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 		$963K Sell
9,267
-200
-2% -$22K 0.39% 64
2026
Q2 		$1.07M Sell
9,467
-180
-2% -$22.3K 0.41% 62
2026
Q1 		$1.2M Sell
9,647
-175
-2% -$21.5K 0.5% 56
2025
Q4 		$1.09M Sell
9,822
-3,072
-24% -$330K 0.42% 58
2025
Q3 		$1.33M Hold
12,894
– – 0.49% 58
2025
Q2 		$1.26M Hold
12,894
– – 0.49% 58
2025
Q1 		$1.13M Sell
12,894
-800
-6% -$75K 0.31% 58
2024
Q4 		$1.24M Buy
+13,694
New +$1.19M 0.34% 58

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

InvesTrust's WMT Position: Q3 2026 in Review

InvesTrust reduced its Walmart Inc (WMT) stake by 2.1% in Q3 2026, selling an estimated $22K and leaving 9,267 shares worth $963K. The position accounts for 0.39% of the portfolio, ranked #64.

InvesTrust first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • InvesTrust held 9,267 shares of Walmart Inc worth $963K as of Q3 2026.
  • InvesTrust sold 200 Walmart Inc shares in Q3 2026, an estimated $22K.
  • Walmart Inc made up 0.39% of InvesTrust's portfolio in Q3 2026, its #64 holding.
  • InvesTrust first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's Walmart Inc position peaked at $1.33M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.