Keating Financial Advisory Services
WMT icon

Keating Financial Advisory Services’s Walmart Inc WMT Stock Holding History

Keating Financial Advisory Services’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 		$1.86M Buy
17,858
+15
+0.1% +$1.65K 0.24% 64
2026
Q2 		$2.02M Buy
17,843
+277
+2% +$34.4K 0.27% 61
2026
Q1 		$2.18M Sell
17,566
-2,322
-12% -$285K 0.35% 50
2025
Q4 		$2.22M Buy
+19,888
New +$2.14M 0.3% 58

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Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Keating Financial Advisory Services's WMT Position: Q3 2026 in Review

Keating Financial Advisory Services increased its Walmart Inc (WMT) stake by 0.08% in Q3 2026, buying an estimated $1.65K and bringing the position to 17,858 shares worth $1.86M. The position accounts for 0.24% of the portfolio, ranked #64.

Keating Financial Advisory Services first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.22M in Q4 2025. 3,750 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Keating Financial Advisory Services held 17,858 shares of Walmart Inc worth $1.86M as of Q3 2026.
  • Keating Financial Advisory Services bought 15 Walmart Inc shares in Q3 2026, an estimated $1.65K.
  • Walmart Inc made up 0.24% of Keating Financial Advisory Services's portfolio in Q3 2026, its #64 holding.
  • Keating Financial Advisory Services first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • Keating Financial Advisory Services's Walmart Inc position peaked at $2.22M in Q4 2025.
  • 3,750 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Keating Financial Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.