Obermeyer Wealth Partners
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Obermeyer Wealth Partners’s Walmart Inc WMT Stock Holding History

Obermeyer Wealth Partners’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 		$2.92M Sell
28,088
-105
-0.4% -$11.5K 0.12% 60
2026
Q2 		$3.19M Buy
28,193
+99
+0.4% +$12.3K 0.13% 56
2026
Q1 		$3.49M Sell
28,094
-324,387
-92% -$39.8M 0.16% 53
2025
Q4 		$39.3M Sell
352,481
-6,165
-2% -$662K 1.79% 19
2025
Q3 		$37M Sell
358,646
-4,233
-1% -$421K 1.73% 19
2025
Q2 		$35.5M Sell
362,879
-3,238
-0.9% -$309K 1.77% 19
2025
Q1 		$32.1M Sell
366,117
-4,808
-1% -$451K 1.71% 20
2024
Q4 		$33.5M Sell
370,925
-446
-0.1% -$38.7K 1.75% 19
2024
Q3 		$30M Sell
371,371
-9,167
-2% -$673K 1.61% 20
2024
Q2 		$25.8M Buy
380,538
+368,780
+3,136% +$23.2M 1.48% 22
2024
Q1 		$707K Buy
11,758
+28
+0.2% +$1.6K 0.04% 116
2023
Q4 		$616K Buy
11,730
+1,533
+15% +$81.1K 0.04% 97
2023
Q3 		$544K Sell
10,197
-975
-9% -$51.9K 0.04% 102
2023
Q2 		$585K Buy
11,172
+3,315
+42% +$167K 0.04% 107
2023
Q1 		$386K Sell
7,857
-111
-1% -$5.27K 0.03% 132
2022
Q4 		$377K Buy
7,968
+1,530
+24% +$72.7K 0.03% 136
2022
Q3 		$278K Sell
6,438
-321
-5% -$14.1K 0.02% 160
2022
Q2 		$274K Buy
6,759
+414
+7% +$19.1K 0.02% 156
2022
Q1 		$315K Buy
6,345
+6
+0.1% +$282 0.02% 167
2021
Q4 		$306K Sell
6,339
-4,590
-42% -$219K 0.02% 174
2021
Q3 		$508K Buy
10,929
+5,199
+91% +$250K 0.03% 121
2021
Q2 		$269K Buy
5,730
+18
+0.3% +$838 0.02% 181
2021
Q1 		$259K Sell
5,712
-219
-4% -$10.1K 0.02% 173
2020
Q4 		$285K Sell
5,931
-60
-1% -$2.91K 0.02% 124
2020
Q3 		$279K Sell
5,991
-48
-0.8% -$2.13K 0.02% 117
2020
Q2 		$241K Buy
6,039
+303
+5% +$12.5K 0.02% 119
2020
Q1 		$217K Buy
+5,736
New +$221K 0.02% 112
2013
Q3 		– Sell
-2,682
Closed -$67K – 283
2013
Q2 		$67K Buy
+2,682
New +$68.7K 0.02% 103

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Obermeyer Wealth Partners's WMT Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its Walmart Inc (WMT) stake by 0.37% in Q3 2026, selling an estimated $11.5K and leaving 28,088 shares worth $2.92M. The position accounts for 0.12% of the portfolio, ranked #60.

Obermeyer Wealth Partners first reported a position in WMT in Q2 2013 and has held it in 28 quarters since. The position peaked at $39.3M in Q4 2025. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Obermeyer Wealth Partners held 28,088 shares of Walmart Inc worth $2.92M as of Q3 2026.
  • Obermeyer Wealth Partners sold 105 Walmart Inc shares in Q3 2026, an estimated $11.5K.
  • Walmart Inc made up 0.12% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #60 holding.
  • Obermeyer Wealth Partners first reported a position in Walmart Inc in Q2 2013 and has held it in 28 quarters since.
  • Obermeyer Wealth Partners's Walmart Inc position peaked at $39.3M in Q4 2025.
  • 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.