Nicholson Wealth Management Group’s Walmart Inc WMT Stock Holding History

Nicholson Wealth Management 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	$2.08M	Buy	19,998 +265	+1%	+$29.1K	1.24%	20
2026 Q2	$2.23M	Sell	19,733 -113	-0.6%	-$14K	1.32%	21
2026 Q1	$2.47M	Sell	19,846 -1,265	-6%	-$155K	1.44%	10
2025 Q4	$2.35M	Buy	21,111 +357	+2%	+$38.3K	1.38%	10
2025 Q3	$2.14M	Buy	20,754 +703	+4%	+$70K	1.25%	15
2025 Q2	$1.96M	Buy	20,051 +486	+2%	+$46.3K	1.21%	12
2025 Q1	$1.72M	Buy	19,565 +474	+2%	+$44.5K	1.13%	27
2024 Q4	$1.72M	Buy	19,091 +2,264	+13%	+$196K	1.15%	17
2024 Q3	$1.36M	Buy	+16,827	New	+$1.24M	1.12%	20

Other funds holding WMT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Nicholson Wealth Management Group's WMT Position: Q3 2026 in Review

Nicholson Wealth Management Group increased its Walmart Inc (WMT) stake by 1.3% in Q3 2026, buying an estimated $29.1K and bringing the position to 19,998 shares worth $2.08M. The position accounts for 1.24% of the portfolio, ranked #20.

Nicholson Wealth Management Group first reported a position in WMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.47M in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Nicholson Wealth Management Group held 19,998 shares of Walmart Inc worth $2.08M as of Q3 2026.
Nicholson Wealth Management Group bought 265 Walmart Inc shares in Q3 2026, an estimated $29.1K.
Walmart Inc made up 1.24% of Nicholson Wealth Management Group's portfolio in Q3 2026, its #20 holding.
Nicholson Wealth Management Group first reported a position in Walmart Inc in Q3 2024 and has held it in 9 quarters since.
Nicholson Wealth Management Group's Walmart Inc position peaked at $2.47M in Q1 2026.
3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.