KWB Wealth
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KWB Wealth’s Walmart Inc WMT Stock Holding History

KWB Wealth’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 		$1.65M Sell
15,852
-543
-3% -$59.6K 0.14% 77
2026
Q2 		$1.86M Sell
16,395
-301
-2% -$37.4K 0.16% 70
2026
Q1 		$1.86M Sell
16,696
-2,216
-12% -$272K 0.18% 60
2025
Q4 		$2.11M Sell
18,912
-699
-4% -$75.1K 0.2% 58
2025
Q3 		$1.92M Sell
19,611
-96
-0.5% -$9.6K 0.21% 60
2025
Q2 		$1.73M Sell
19,707
-410
-2% -$39.1K 0.21% 62
2025
Q1 		$1.82M Hold
20,117
– – 0.22% 60
2024
Q4 		$1.62M Buy
20,117
+3,206
+19% +$278K 0.2% 51
2024
Q3 		$1.15M Sell
16,911
-3,701
-18% -$272K 0.15% 57
2024
Q2 		$1.24M Sell
20,612
-273
-1% -$17.2K 0.17% 52
2024
Q1 		$1.26M Sell
20,885
-1,408
-6% -$80.6K 0.17% 52
2023
Q4 		$1.17M Buy
22,293
+12,726
+133% +$673K 0.17% 52
2023
Q3 		$501K Sell
9,567
-825
-8% -$43.9K 0.08% 72
2023
Q2 		$544K Buy
10,392
+408
+4% +$20.6K 0.09% 69
2023
Q1 		$472K Buy
9,984
+255
+3% +$12.1K 0.09% 75
2022
Q4 		$460K Buy
9,729
+309
+3% +$14.7K 0.09% 68
2022
Q3 		$407K Sell
9,420
-1,092
-10% -$47.8K 0.08% 68
2022
Q2 		$426K Buy
10,512
+444
+4% +$20.5K 0.08% 67
2022
Q1 		$486K Hold
10,068
– – 0.08% 56
2021
Q4 		$486K Sell
10,068
-1,098
-10% -$52.4K 0.08% 56
2021
Q3 		$519K Buy
11,166
+204
+2% +$9.8K 0.09% 54
2021
Q2 		$496K Hold
10,962
– – 0.1% 51
2021
Q1 		$496K Buy
10,962
+2,724
+33% +$126K 0.09% 51
2020
Q4 		$396K Buy
+8,238
New +$400K 0.08% 54

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

KWB Wealth's WMT Position: Q3 2026 in Review

KWB Wealth reduced its Walmart Inc (WMT) stake by 3.3% in Q3 2026, selling an estimated $59.6K and leaving 15,852 shares worth $1.65M. The position accounts for 0.14% of the portfolio, ranked #77.

KWB Wealth first reported a position in WMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.11M in Q4 2025. 1,439 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • KWB Wealth held 15,852 shares of Walmart Inc worth $1.65M as of Q3 2026.
  • KWB Wealth sold 543 Walmart Inc shares in Q3 2026, an estimated $59.6K.
  • Walmart Inc made up 0.14% of KWB Wealth's portfolio in Q3 2026, its #77 holding.
  • KWB Wealth first reported a position in Walmart Inc in Q4 2020 and has held it in 24 quarters since.
  • KWB Wealth's Walmart Inc position peaked at $2.11M in Q4 2025.
  • 1,439 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.