Maia Wealth
WMT icon

Maia Wealth’s Walmart Inc WMT Stock Holding History

Maia 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 		$673K Sell
6,472
-319
-5% -$35K 0.09% 179
2026
Q2 		$769K Buy
6,791
+178
+3% +$22.1K 0.11% 171
2026
Q1 		$822K Buy
6,613
+11
+0.2% +$1.35K 0.14% 161
2025
Q4 		$882K Sell
6,602
-1,034
-14% -$111K 0.15% 153
2025
Q3 		$782K Sell
7,636
-563
-7% -$56K 0.13% 168
2025
Q2 		$802K Buy
8,199
+178
+2% +$17K 0.15% 149
2025
Q1 		$760K Buy
8,021
+600
+8% +$56.3K 0.17% 132
2024
Q4 		$723K Buy
7,421
+448
+6% +$38.9K 0.16% 127
2024
Q3 		$579K Sell
6,973
-351
-5% -$25.8K 0.14% 134
2024
Q2 		$510K Buy
+7,324
New +$461K 0.15% 118
2023
Q4 		$226K Buy
+4,299
New +$227K 0.09% 173

Other funds holding WMT

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
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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Maia Wealth's WMT Position: Q3 2026 in Review

Maia Wealth reduced its Walmart Inc (WMT) stake by 4.7% in Q3 2026, selling an estimated $35K and leaving 6,472 shares worth $673K. The position accounts for 0.09% of the portfolio, ranked #179.

Maia Wealth first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $882K in Q4 2025. 3,700 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Maia Wealth held 6,472 shares of Walmart Inc worth $673K as of Q3 2026.
  • Maia Wealth sold 319 Walmart Inc shares in Q3 2026, an estimated $35K.
  • Walmart Inc made up 0.09% of Maia Wealth's portfolio in Q3 2026, its #179 holding.
  • Maia Wealth first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Maia Wealth's Walmart Inc position peaked at $882K in Q4 2025.
  • 3,700 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.