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Summit Wealth Group, LLC/OK’s Walmart Inc WMT Stock Holding History

Summit Wealth Group, LLC/OK’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 		– Sell
-2,187
Closed -$248K – 62
2026
Q2 		$248K Hold
2,187
– – 0.32% 57
2026
Q1 		$272K Sell
2,187
-755
-26% -$92.7K 0.38% 46
2025
Q4 		$328K Buy
+2,942
New +$316K 0.34% 47

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
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
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

Summit Wealth Group, LLC/OK's WMT Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK sold out of Walmart Inc (WMT) in Q3 2026, closing a stake of 2,187 shares — an estimated $248K sold.

Summit Wealth Group, LLC/OK first reported a position in WMT in Q4 2025 and held it in 3 quarters. The position peaked at $328K in Q4 2025. 2,899 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Summit Wealth Group, LLC/OK reported no remaining Walmart Inc position as of Q3 2026 after selling out during the quarter.
  • Summit Wealth Group, LLC/OK sold 2,187 Walmart Inc shares in Q3 2026, an estimated $248K.
  • Summit Wealth Group, LLC/OK first reported a position in Walmart Inc in Q4 2025 and held it in 3 quarters.
  • Summit Wealth Group, LLC/OK's Walmart Inc position peaked at $328K in Q4 2025.
  • 2,899 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.