Koa Wealth Management’s Walmart Inc WMT Stock Holding History

Koa 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	$846K	Sell	8,142 -201	-2%	-$22.1K	0.55%	38
2026 Q2	$945K	Buy	8,343 +423	+5%	+$52.5K	0.64%	35
2026 Q1	$984K	Sell	7,920 -1,800	-19%	-$221K	0.71%	35
2025 Q4	$1.08M	Buy	9,720 +1,294	+15%	+$139K	0.74%	34
2025 Q3	$868K	Sell	8,426 -352	-4%	-$35K	0.64%	38
2025 Q2	$858K	Sell	8,778 -2	-0%	-$191	0.68%	37
2025 Q1	$771K	Sell	8,780 -1,711	-16%	-$161K	0.62%	36
2024 Q4	$948K	Sell	10,491 -1,341	-11%	-$116K	0.77%	32
2024 Q3	$955K	Sell	11,832 -1,436	-11%	-$105K	0.74%	33
2024 Q2	$898K	Sell	13,268 -8,995	-40%	-$566K	0.76%	34
2024 Q1	$1.34M	Sell	22,263 -186	-0.8%	-$10.6K	1.21%	26
2023 Q4	$1.18M	Buy	+22,449	New	+$1.19M	1.16%	24

Other funds holding WMT

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Koa Wealth Management's WMT Position: Q3 2026 in Review

Koa Wealth Management reduced its Walmart Inc (WMT) stake by 2.4% in Q3 2026, selling an estimated $22.1K and leaving 8,142 shares worth $846K. The position accounts for 0.55% of the portfolio, ranked #38.

Koa Wealth Management first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q1 2024. 2,012 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Koa Wealth Management held 8,142 shares of Walmart Inc worth $846K as of Q3 2026.
Koa Wealth Management sold 201 Walmart Inc shares in Q3 2026, an estimated $22.1K.
Walmart Inc made up 0.55% of Koa Wealth Management's portfolio in Q3 2026, its #38 holding.
Koa Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
Koa Wealth Management's Walmart Inc position peaked at $1.34M in Q1 2024.
2,012 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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