Navalign LLC
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Navalign LLC’s Walmart Inc WMT Stock Holding History

Navalign LLC’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 		$352K Buy
3,390
+284
+9% +$31.2K 0.08% 98
2026
Q2 		$352K Sell
3,106
-1,335
-30% -$166K 0.08% 104
2026
Q1 		$552K Sell
4,441
-19,849
-82% -$2.44M 0.14% 86
2025
Q4 		$2.71M Sell
24,290
-235
-1% -$25.2K 0.66% 26
2025
Q3 		$2.53M Buy
24,525
+155
+0.6% +$15.4K 0.67% 25
2025
Q2 		$2.38M Sell
24,370
-2,353
-9% -$224K 0.66% 27
2025
Q1 		$2.35M Sell
26,723
-779
-3% -$73.1K 0.67% 23
2024
Q4 		$2.48M Sell
27,502
-240
-0.9% -$20.8K 0.73% 24
2024
Q3 		$2.24M Sell
27,742
-1,129
-4% -$82.9K 0.66% 23
2024
Q2 		$1.95M Buy
28,871
+625
+2% +$39.4K 0.62% 27
2024
Q1 		$1.7M Buy
28,246
+340
+1% +$19.5K 0.56% 29
2023
Q4 		$1.47M Sell
27,906
-444
-2% -$23.5K 0.51% 33
2023
Q3 		$1.51M Buy
28,350
+267
+1% +$14.2K 0.57% 28
2023
Q2 		$1.47M Sell
28,083
-456
-2% -$23K 0.59% 27
2023
Q1 		$1.4M Sell
28,539
-207
-0.7% -$9.8K 0.59% 29
2022
Q4 		$1.36M Sell
28,746
-339
-1% -$16.1K 0.56% 35
2022
Q3 		$1.26M Buy
29,085
+552
+2% +$24.2K 0.57% 28
2022
Q2 		$1.16M Sell
28,533
-315
-1% -$14.5K 0.51% 36
2022
Q1 		$1.48M Sell
28,848
-2,961
-9% -$139K 0.63% 30
2021
Q4 		$1.53M Sell
31,809
-249
-0.8% -$11.9K 0.61% 29
2021
Q3 		$1.49M Buy
32,058
+216
+0.7% +$10.4K 0.63% 29
2021
Q2 		$1.5M Buy
31,842
+660
+2% +$30.7K 0.63% 30
2021
Q1 		$1.41M Buy
+31,182
New +$1.44M 0.62% 30

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

Navalign LLC's WMT Position: Q3 2026 in Review

Navalign LLC increased its Walmart Inc (WMT) stake by 9.1% in Q3 2026, buying an estimated $31.2K and bringing the position to 3,390 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #98.

Navalign LLC first reported a position in WMT in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.71M in Q4 2025. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Navalign LLC held 3,390 shares of Walmart Inc worth $352K as of Q3 2026.
  • Navalign LLC bought 284 Walmart Inc shares in Q3 2026, an estimated $31.2K.
  • Walmart Inc made up 0.08% of Navalign LLC's portfolio in Q3 2026, its #98 holding.
  • Navalign LLC first reported a position in Walmart Inc in Q1 2021 and has held it in 23 quarters since.
  • Navalign LLC's Walmart Inc position peaked at $2.71M in Q4 2025.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.