Madison Wealth Partners
WMT icon

Madison Wealth Partners’s Walmart Inc WMT Stock Holding History

Madison Wealth Partners’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 		$1.46M Buy
14,083
+7,171
+104% +$787K 0.15% 77
2026
Q2 		$783K Buy
6,912
+1,944
+39% +$241K 0.1% 110
2026
Q1 		$617K Buy
4,968
+2,240
+82% +$275K 0.1% 94
2025
Q4 		$304K Buy
+2,728
New +$293K 0.06% 145

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Madison Wealth Partners's WMT Position: Q3 2026 in Review

Madison Wealth Partners increased its Walmart Inc (WMT) stake by 104% in Q3 2026, buying an estimated $787K and bringing the position to 14,083 shares worth $1.46M. The position accounts for 0.15% of the portfolio, ranked #77.

Madison Wealth Partners first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Madison Wealth Partners held 14,083 shares of Walmart Inc worth $1.46M as of Q3 2026.
  • Madison Wealth Partners bought 7,171 Walmart Inc shares in Q3 2026, an estimated $787K.
  • Walmart Inc made up 0.15% of Madison Wealth Partners's portfolio in Q3 2026, its #77 holding.
  • Madison Wealth Partners first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Madison Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.