Jamison Private Wealth Management
WMT icon

Jamison Private Wealth Management’s Walmart Inc WMT Stock Holding History

Jamison Private 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 		$8.33M Buy
80,168
+1,587
+2% +$174K 0.84% 40
2026
Q2 		$8.9M Buy
78,581
+4,373
+6% +$543K 0.9% 38
2026
Q1 		$9.22M Buy
74,208
+1,172
+2% +$144K 1.12% 33
2025
Q4 		$8.14M Buy
73,036
+419
+0.6% +$45K 0.99% 35
2025
Q3 		$7.48M Buy
72,617
+2,377
+3% +$237K 0.95% 36
2025
Q2 		$6.87M Buy
70,240
+294
+0.4% +$28K 0.99% 37
2025
Q1 		$6.14M Sell
69,946
-496
-0.7% -$46.5K 0.94% 37
2024
Q4 		$6.36M Buy
70,442
+873
+1% +$75.8K 0.94% 36
2024
Q3 		$5.62M Buy
69,569
+4,296
+7% +$316K 0.86% 39
2024
Q2 		$4.42M Sell
65,273
-475
-0.7% -$29.9K 0.73% 42
2024
Q1 		$3.96M Buy
65,748
+576
+0.9% +$33K 0.67% 48
2023
Q4 		$3.42M Buy
65,172
+918
+1% +$48.6K 0.64% 49
2023
Q3 		$3.43M Buy
+64,254
New +$3.42M 0.71% 48

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Jamison Private Wealth Management's WMT Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Walmart Inc (WMT) stake by 2% in Q3 2026, buying an estimated $174K and bringing the position to 80,168 shares worth $8.33M. The position accounts for 0.84% of the portfolio, ranked #40.

Jamison Private Wealth Management first reported a position in WMT in Q3 2023 and has held it in 13 quarters since. The position peaked at $9.22M in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Jamison Private Wealth Management held 80,168 shares of Walmart Inc worth $8.33M as of Q3 2026.
  • Jamison Private Wealth Management bought 1,587 Walmart Inc shares in Q3 2026, an estimated $174K.
  • Walmart Inc made up 0.84% of Jamison Private Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Jamison Private Wealth Management first reported a position in Walmart Inc in Q3 2023 and has held it in 13 quarters since.
  • Jamison Private Wealth Management's Walmart Inc position peaked at $9.22M in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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