Mindset Wealth Management
WMT icon

Mindset Wealth Management’s Walmart Inc WMT Stock Holding History

Mindset 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 		– Sell
-2,385
Closed -$270K – 213
2026
Q2 		$270K Sell
2,385
-430
-15% -$53.4K 0.05% 152
2026
Q1 		$350K Sell
2,815
-555
-16% -$68.1K 0.09% 112
2025
Q4 		$375K Buy
3,370
+260
+8% +$27.9K 0.1% 110
2025
Q3 		$321K Buy
3,110
+7
+0.2% +$697 0.09% 113
2025
Q2 		$303K Sell
3,103
-42
-1% -$4K 0.1% 109
2025
Q1 		$276K Buy
3,145
+53
+2% +$4.97K 0.11% 100
2024
Q4 		$279K Buy
3,092
+35
+1% +$3.04K 0.1% 102
2024
Q3 		$247K Buy
+3,057
New +$225K 0.1% 105

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

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

Mindset Wealth Management sold out of Walmart Inc (WMT) in Q3 2026, closing a stake of 2,385 shares — an estimated $270K sold.

Mindset Wealth Management first reported a position in WMT in Q3 2024 and held it in 8 quarters. The position peaked at $375K in Q4 2025. 1,439 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Mindset Wealth Management reported no remaining Walmart Inc position as of Q3 2026 after selling out during the quarter.
  • Mindset Wealth Management sold 2,385 Walmart Inc shares in Q3 2026, an estimated $270K.
  • Mindset Wealth Management first reported a position in Walmart Inc in Q3 2024 and held it in 8 quarters.
  • Mindset Wealth Management's Walmart Inc position peaked at $375K in Q4 2025.
  • 1,439 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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