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

Moran 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 		$19.7M Buy
189,770
+3,391
+2% +$372K 0.54% 46
2026
Q2 		$21.1M Buy
186,379
+25,148
+16% +$3.12M 0.58% 41
2026
Q1 		$20M Sell
161,231
-2,089
-1% -$256K 0.61% 40
2025
Q4 		$18.2M Buy
163,320
+2,656
+2% +$285K 0.56% 47
2025
Q3 		$16.6M Buy
160,664
+2,816
+2% +$280K 0.5% 59
2025
Q2 		$15.4M Sell
157,848
-3,335
-2% -$318K 0.48% 60
2025
Q1 		$14.2M Sell
161,183
-232
-0.1% -$21.8K 0.48% 68
2024
Q4 		$14.6M Buy
161,415
+260
+0.2% +$22.6K 0.47% 75
2024
Q3 		$13M Sell
161,155
-5,640
-3% -$414K 0.4% 87
2024
Q2 		$11.3M Buy
166,795
+1,166
+0.7% +$73.4K 0.37% 89
2024
Q1 		$10M Sell
165,629
-3,049
-2% -$174K 0.32% 105
2023
Q4 		$8.86M Sell
168,678
-4,326
-3% -$229K 0.32% 106
2023
Q3 		$9.22M Sell
173,004
-7,386
-4% -$393K 0.36% 104
2023
Q2 		$9.45M Sell
180,390
-15,060
-8% -$760K 0.35% 102
2023
Q1 		$9.6M Sell
195,450
-3,300
-2% -$157K 0.36% 102
2022
Q4 		$9.39M Buy
+198,750
New +$9.44M 0.36% 94

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

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

Moran Wealth Management increased its Walmart Inc (WMT) stake by 1.8% in Q3 2026, buying an estimated $372K and bringing the position to 189,770 shares worth $19.7M. The position accounts for 0.54% of the portfolio, ranked #46.

Moran Wealth Management first reported a position in WMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $21.1M in Q2 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Moran Wealth Management held 189,770 shares of Walmart Inc worth $19.7M as of Q3 2026.
  • Moran Wealth Management bought 3,391 Walmart Inc shares in Q3 2026, an estimated $372K.
  • Walmart Inc made up 0.54% of Moran Wealth Management's portfolio in Q3 2026, its #46 holding.
  • Moran Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 16 quarters since.
  • Moran Wealth Management's Walmart Inc position peaked at $21.1M in Q2 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.