Olistico Wealth’s Walmart Inc WMT Stock Holding History

Olistico Wealth’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	$1.43M	Buy	13,782 +1,929	+16%	+$212K	0.6%	39
2026 Q2	$1.34M	Buy	11,853 +15	+0.1%	+$1.86K	0.57%	39
2026 Q1	$1.47M	Buy	11,838 +3,880	+49%	+$476K	0.72%	33
2025 Q4	$887K	Hold	7,958	–	–	0.43%	48
2025 Q3	$820K	Hold	7,958	–	–	0.43%	46
2025 Q2	$778K	Buy	7,958 +45	+0.6%	+$4.29K	0.43%	47
2025 Q1	$695K	Buy	7,913 +6	+0.1%	+$563	0.43%	44
2024 Q4	$714K	Hold	7,907	–	–	0.42%	44
2024 Q3	$638K	Sell	7,907 -1,995	-20%	-$147K	0.39%	50
2024 Q2	$670K	Buy	9,902 +2,631	+36%	+$166K	0.43%	47
2024 Q1	$437K	Sell	7,271 -4	-0.1%	-$229	0.32%	68
2023 Q4	$382K	Hold	7,275	–	–	0.3%	77
2023 Q3	$388K	Hold	7,275	–	–	0.35%	73
2023 Q2	$381K	Hold	7,275	–	–	0.33%	77
2023 Q1	$358K	Hold	7,275	–	–	0.34%	74
2022 Q4	$344K	Buy	+7,275	New	+$345K	0.37%	75

Other funds holding WMT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Olistico Wealth's WMT Position: Q3 2026 in Review

Olistico Wealth increased its Walmart Inc (WMT) stake by 16% in Q3 2026, buying an estimated $212K and bringing the position to 13,782 shares worth $1.43M. The position accounts for 0.6% of the portfolio, ranked #39.

Olistico Wealth first reported a position in WMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.47M in Q1 2026. 960 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Olistico Wealth held 13,782 shares of Walmart Inc worth $1.43M as of Q3 2026.
Olistico Wealth bought 1,929 Walmart Inc shares in Q3 2026, an estimated $212K.
Walmart Inc made up 0.6% of Olistico Wealth's portfolio in Q3 2026, its #39 holding.
Olistico Wealth first reported a position in Walmart Inc in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's Walmart Inc position peaked at $1.47M in Q1 2026.
960 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.