McCarter Private Wealth Services’s Walmart Inc WMT Stock Holding History

McCarter Private Wealth Services’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	$397K	Hold	3,825	–	–	0.13%	124
2026 Q2	$433K	Sell	3,825 -45	-1%	-$5.59K	0.15%	119
2026 Q1	$481K	Hold	3,870	–	–	0.21%	96
2025 Q4	$431K	Buy	3,870 +45	+1%	+$4.83K	0.19%	101
2025 Q3	$394K	Hold	3,825	–	–	0.2%	92
2025 Q2	$374K	Hold	3,825	–	–	0.21%	84
2025 Q1	$336K	Hold	3,825	–	–	0.22%	76
2024 Q4	$346K	Hold	3,825	–	–	0.22%	75
2024 Q3	$309K	Buy	+3,825	New	+$281K	0.2%	81

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

McCarter Private Wealth Services's WMT Position: Q3 2026 in Review

McCarter Private Wealth Services held its Walmart Inc (WMT) position steady in Q3 2026 at 3,825 shares worth $397K. The position accounts for 0.13% of the portfolio, ranked #124.

McCarter Private Wealth Services first reported a position in WMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $481K in Q1 2026. 1,439 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

McCarter Private Wealth Services held 3,825 shares of Walmart Inc worth $397K as of Q3 2026.
McCarter Private Wealth Services left its Walmart Inc share count unchanged in Q3 2026.
Walmart Inc made up 0.13% of McCarter Private Wealth Services's portfolio in Q3 2026, its #124 holding.
McCarter Private Wealth Services first reported a position in Walmart Inc in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Walmart Inc position peaked at $481K in Q1 2026.
1,439 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.