Johnson Bixby & Associates’s Walmart Inc WMT Stock Holding History

Johnson Bixby & Associates’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	$240K	Hold	2,313	–	–	0.03%	119
2026 Q2	$262K	Sell	2,313 -32	-1%	-$3.97K	0.03%	113
2026 Q1	$291K	Buy	2,345 +98	+4%	+$12K	0.04%	104
2025 Q4	$250K	Hold	2,247	–	–	0.03%	105
2025 Q3	$232K	Hold	2,247	–	–	0.03%	112
2025 Q2	$220K	Buy	+2,247	New	+$214K	0.03%	112
2025 Q1	–	Sell	-2,247	Closed	-$203K	–	123
2024 Q4	$203K	Buy	+2,247	New	+$195K	0.03%	114

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

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

HOWA

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

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Johnson Bixby & Associates's WMT Position: Q3 2026 in Review

Johnson Bixby & Associates held its Walmart Inc (WMT) position steady in Q3 2026 at 2,313 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #119.

Johnson Bixby & Associates first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $291K in Q1 2026. 746 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Johnson Bixby & Associates held 2,313 shares of Walmart Inc worth $240K as of Q3 2026.
Johnson Bixby & Associates left its Walmart Inc share count unchanged in Q3 2026.
Walmart Inc made up 0.03% of Johnson Bixby & Associates's portfolio in Q3 2026, its #119 holding.
Johnson Bixby & Associates first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Johnson Bixby & Associates's Walmart Inc position peaked at $291K in Q1 2026.
746 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.