KFA Private Wealth Group
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KFA Private Wealth Group’s Walmart Inc WMT Stock Holding History

KFA Private Wealth Group’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 		$1.2M Buy
11,516
+225
+2% +$24.7K 0.28% 44
2026
Q2 		$1.28M Sell
11,291
-809
-7% -$100K 0.31% 43
2026
Q1 		$1.5M Sell
12,100
-38
-0.3% -$4.66K 0.36% 41
2025
Q4 		$1.35M Buy
12,138
+135
+1% +$14.5K 0.33% 41
2025
Q3 		$1.24M Sell
12,003
-481
-4% -$47.9K 0.35% 38
2025
Q2 		$1.22M Buy
12,484
+6,005
+93% +$572K 0.38% 38
2025
Q1 		$569K Buy
6,479
+838
+15% +$78.6K 0.2% 59
2024
Q4 		$510K Sell
5,641
-17
-0.3% -$1.48K 0.21% 43
2024
Q3 		$457K Sell
5,658
-2,143
-27% -$157K 0.22% 42
2024
Q2 		$528K Sell
7,801
-6,866
-47% -$432K 0.27% 41
2024
Q1 		$883K Buy
14,667
+495
+3% +$28.3K 0.27% 40
2023
Q4 		$745K Buy
14,172
+483
+4% +$25.6K 0.27% 36
2023
Q3 		$730K Buy
13,689
+486
+4% +$25.9K 0.3% 36
2023
Q2 		$692K Buy
13,203
+51
+0.4% +$2.57K 0.29% 36
2023
Q1 		$646K Buy
13,152
+2,502
+23% +$119K 0.29% 34
2022
Q4 		$503K Sell
10,650
-75
-0.7% -$3.56K 0.26% 35
2022
Q3 		$464K Sell
10,725
-123
-1% -$5.39K 0.25% 37
2022
Q2 		$440K Sell
10,848
-90
-0.8% -$4.15K 0.24% 39
2022
Q1 		$543K Buy
10,938
+648
+6% +$30.4K 0.27% 41
2021
Q4 		$496K Buy
10,290
+597
+6% +$28.5K 0.25% 40
2021
Q3 		$450K Sell
9,693
-159
-2% -$7.66K 0.25% 43
2021
Q2 		$463K Sell
9,852
-2,103
-18% -$98K 0.25% 43
2021
Q1 		$541K Buy
11,955
+681
+6% +$31.5K 0.32% 37
2020
Q4 		$542K Sell
11,274
-300
-3% -$14.6K 0.34% 35
2020
Q3 		$540K Buy
11,574
+3,207
+38% +$143K 0.4% 32
2020
Q2 		$334K Buy
8,367
+2,097
+33% +$86.3K 0.32% 37
2020
Q1 		$238K Buy
+6,270
New +$241K 0.28% 44

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

KFA Private Wealth Group's WMT Position: Q3 2026 in Review

KFA Private Wealth Group increased its Walmart Inc (WMT) stake by 2% in Q3 2026, buying an estimated $24.7K and bringing the position to 11,516 shares worth $1.2M. The position accounts for 0.28% of the portfolio, ranked #44.

KFA Private Wealth Group first reported a position in WMT in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.5M in Q1 2026. 1,439 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • KFA Private Wealth Group held 11,516 shares of Walmart Inc worth $1.2M as of Q3 2026.
  • KFA Private Wealth Group bought 225 Walmart Inc shares in Q3 2026, an estimated $24.7K.
  • Walmart Inc made up 0.28% of KFA Private Wealth Group's portfolio in Q3 2026, its #44 holding.
  • KFA Private Wealth Group first reported a position in Walmart Inc in Q1 2020 and has held it in 27 quarters since.
  • KFA Private Wealth Group's Walmart Inc position peaked at $1.5M in Q1 2026.
  • 1,439 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.