LeConte Wealth Management
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LeConte Wealth Management’s Walmart Inc WMT Stock Holding History

LeConte 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 		$642K Buy
6,174
+121
+2% +$13.3K 0.34% 54
2026
Q2 		$686K Buy
6,053
+392
+7% +$48.7K 0.37% 52
2026
Q1 		$704K Buy
5,661
+250
+5% +$30.7K 0.45% 40
2025
Q4 		$603K Buy
5,411
+478
+10% +$51.3K 0.39% 38
2025
Q3 		$508K Buy
4,933
+1,238
+34% +$123K 0.34% 44
2025
Q2 		$361K Buy
3,695
+903
+32% +$86K 0.24% 53
2025
Q1 		$245K Buy
+2,792
New +$262K 0.16% 49

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

LeConte Wealth Management increased its Walmart Inc (WMT) stake by 2% in Q3 2026, buying an estimated $13.3K and bringing the position to 6,174 shares worth $642K. The position accounts for 0.34% of the portfolio, ranked #54.

LeConte Wealth Management first reported a position in WMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $704K in Q1 2026. 2,880 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • LeConte Wealth Management held 6,174 shares of Walmart Inc worth $642K as of Q3 2026.
  • LeConte Wealth Management bought 121 Walmart Inc shares in Q3 2026, an estimated $13.3K.
  • Walmart Inc made up 0.34% of LeConte Wealth Management's portfolio in Q3 2026, its #54 holding.
  • LeConte Wealth Management first reported a position in Walmart Inc in Q1 2025 and has held it in 7 quarters since.
  • LeConte Wealth Management's Walmart Inc position peaked at $704K in Q1 2026.
  • 2,880 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.