Level Wealth Management’s Walmart Inc WMT Stock Holding History

Level 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	$290K	Buy	+2,787	New	+$306K	0.11%	68

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

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

Level Wealth Management opened a new position in Walmart Inc (WMT) in Q3 2026: 2,787 shares worth $290K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings.

1,560 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Level Wealth Management held 2,787 shares of Walmart Inc worth $290K as of Q3 2026.
Walmart Inc was a new Level Wealth Management position in Q3 2026.
Walmart Inc made up 0.11% of Level Wealth Management's portfolio in Q3 2026, its #68 holding.
1,560 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.