JB Capital’s Walmart Inc WMT Stock Holding History

JB Capital’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	$19.1M	Buy	183,909 +2,834	+2%	+$311K	0.65%	31
2026 Q2	$20.5M	Buy	181,075 +11,576	+7%	+$1.44M	0.71%	31
2026 Q1	$21.1M	Sell	169,499 -36,035	-18%	-$4.42M	0.85%	21
2025 Q4	$22.9M	Buy	205,534 +2,384	+1%	+$256K	0.93%	22
2025 Q3	$20.9M	Buy	203,150 +7,344	+4%	+$731K	0.9%	22
2025 Q2	$19.1M	Buy	195,806 +2,859	+1%	+$272K	0.93%	22
2025 Q1	$16.9M	Buy	192,947 +497	+0.3%	+$46.6K	0.93%	22
2024 Q4	$17.4M	Buy	192,450 +2,079	+1%	+$180K	0.97%	18
2024 Q3	$15.4M	Buy	190,371 +891	+0.5%	+$65.4K	0.88%	17
2024 Q2	$12.8M	Buy	189,480 +5,441	+3%	+$343K	0.8%	21
2024 Q1	$11.1M	Buy	184,039 +1,960	+1%	+$112K	0.74%	26
2023 Q4	$9.6M	Buy	182,079 +24,696	+16%	+$1.31M	0.71%	29
2023 Q3	$8.39M	Buy	157,383 +21,132	+16%	+$1.12M	0.71%	25
2023 Q2	$7.14M	Buy	136,251 +4,323	+3%	+$218K	0.6%	27
2023 Q1	$6.48M	Buy	131,928 +2,133	+2%	+$101K	0.59%	28
2022 Q4	$6.13M	Buy	129,795 +5,373	+4%	+$255K	0.6%	27
2022 Q3	$5.38M	Buy	124,422 +92,268	+287%	+$4.04M	0.59%	25
2022 Q2	$1.3M	Buy	32,154 +2,184	+7%	+$101K	0.14%	78
2022 Q1	$1.49M	Buy	29,970 +1,614	+6%	+$75.8K	0.14%	72
2021 Q4	$1.37M	Buy	28,356 +2,715	+11%	+$130K	0.13%	77
2021 Q3	$1.19M	Buy	+25,641	New	+$1.24M	0.15%	86

Other funds holding WMT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Churchill Financial Advisors Louisville, Kentucky $511M AUM 22.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

JB Capital's WMT Position: Q3 2026 in Review

JB Capital increased its Walmart Inc (WMT) stake by 1.6% in Q3 2026, buying an estimated $311K and bringing the position to 183,909 shares worth $19.1M. The position accounts for 0.65% of the portfolio, ranked #31.

JB Capital first reported a position in WMT in Q3 2021 and has held it in 21 quarters since. The position peaked at $22.9M in Q4 2025. 1,090 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

JB Capital held 183,909 shares of Walmart Inc worth $19.1M as of Q3 2026.
JB Capital bought 2,834 Walmart Inc shares in Q3 2026, an estimated $311K.
Walmart Inc made up 0.65% of JB Capital's portfolio in Q3 2026, its #31 holding.
JB Capital first reported a position in Walmart Inc in Q3 2021 and has held it in 21 quarters since.
JB Capital's Walmart Inc position peaked at $22.9M in Q4 2025.
1,090 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.