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

Melfa 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 		$329K Buy
+3,166
New +$348K 0.18% 113

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Melfa Wealth Management opened a new position in Walmart Inc (WMT) in Q3 2026: 3,166 shares worth $329K. The stake represents 0.18% of the portfolio and ranks #113 among its holdings.

3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Melfa Wealth Management held 3,166 shares of Walmart Inc worth $329K as of Q3 2026.
  • Walmart Inc was a new Melfa Wealth Management position in Q3 2026.
  • Walmart Inc made up 0.18% of Melfa Wealth Management's portfolio in Q3 2026, its #113 holding.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Melfa Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.