Net Worth Advisory Group’s Walmart Inc WMT Stock Holding History

Net Worth Advisory Group’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	$1.81M	Buy	17,374 +202	+1%	+$22.2K	0.46%	37
2026 Q2	$1.94M	Sell	17,172 -1,061	-6%	-$132K	0.49%	41
2026 Q1	$2.27M	Buy	18,233 +177	+1%	+$21.7K	0.47%	44
2025 Q4	$2.01M	Sell	18,056 -5,795	-24%	-$622K	0.41%	54
2025 Q3	$2.46M	Sell	23,851 -2,043	-8%	-$203K	0.71%	23
2025 Q2	$2.53M	Buy	25,894 +12,807	+98%	+$1.22M	0.56%	35
2025 Q1	$1.15M	Buy	13,087 +36	+0.3%	+$3.38K	0.36%	36
2024 Q4	$1.18M	Buy	13,051 +11	+0.1%	+$955	0.36%	44
2024 Q3	$1.05M	Buy	+13,040	New	+$958K	0.31%	52

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Net Worth Advisory Group's WMT Position: Q3 2026 in Review

Net Worth Advisory Group increased its Walmart Inc (WMT) stake by 1.2% in Q3 2026, buying an estimated $22.2K and bringing the position to 17,374 shares worth $1.81M. The position accounts for 0.46% of the portfolio, ranked #37.

Net Worth Advisory Group first reported a position in WMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.53M in Q2 2025. 2,313 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Net Worth Advisory Group held 17,374 shares of Walmart Inc worth $1.81M as of Q3 2026.
Net Worth Advisory Group bought 202 Walmart Inc shares in Q3 2026, an estimated $22.2K.
Walmart Inc made up 0.46% of Net Worth Advisory Group's portfolio in Q3 2026, its #37 holding.
Net Worth Advisory Group first reported a position in Walmart Inc in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Walmart Inc position peaked at $2.53M in Q2 2025.
2,313 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.