Members Wealth
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Members Wealth’s Walmart Inc WMT Stock Holding History

Members 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 		$234K Buy
2,168
+31
+1% +$3.4K 0.12% 114
2026
Q2 		$242K Sell
2,137
-1,543
-42% -$192K 0.13% 108
2026
Q1 		$478K Buy
3,680
+41
+1% +$5.03K 0.29% 56
2025
Q4 		$428K Sell
3,639
-434
-11% -$46.6K 0.27% 67
2025
Q3 		$415K Buy
+4,073
New +$405K 0.26% 61
2025
Q1 		$334K Sell
3,805
-18
-0.5% -$1.69K 0.25% 75
2024
Q4 		$396K Buy
+3,823
New +$332K 0.3% 66
2024
Q2 		$396K Buy
+4,084
New +$257K 0.27% 66

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Members Wealth's WMT Position: Q3 2026 in Review

Members Wealth increased its Walmart Inc (WMT) stake by 1.5% in Q3 2026, buying an estimated $3.4K and bringing the position to 2,168 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #114.

Members Wealth first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $478K in Q1 2026. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Members Wealth held 2,168 shares of Walmart Inc worth $234K as of Q3 2026.
  • Members Wealth bought 31 Walmart Inc shares in Q3 2026, an estimated $3.4K.
  • Walmart Inc made up 0.12% of Members Wealth's portfolio in Q3 2026, its #114 holding.
  • Members Wealth first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
  • Members Wealth's Walmart Inc position peaked at $478K in Q1 2026.
  • 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.