Opal Wealth Advisors
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Opal Wealth Advisors’s Walmart Inc WMT Stock Holding History

Opal Wealth Advisors’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 		$362K Sell
3,481
-150
-4% -$16.5K 0.08% 138
2026
Q2 		$411K Buy
3,631
+215
+6% +$26.7K 0.09% 126
2026
Q1 		$425K Sell
3,416
-2,655
-44% -$326K 0.1% 110
2025
Q4 		$676K Sell
6,071
-205
-3% -$22K 0.18% 79
2025
Q3 		$647K Sell
6,276
-794
-11% -$79K 0.18% 71
2025
Q2 		$691K Buy
7,070
+582
+9% +$55.4K 0.19% 64
2025
Q1 		$570K Sell
6,488
-1,367
-17% -$128K 0.18% 69
2024
Q4 		$710K Buy
7,855
+202
+3% +$17.5K 0.21% 64
2024
Q3 		$618K Buy
7,653
+847
+12% +$62.2K 0.19% 68
2024
Q2 		$461K Buy
6,806
+1,122
+20% +$70.7K 0.15% 82
2024
Q1 		$342K Sell
5,684
-88
-2% -$5.04K 0.12% 115
2023
Q4 		$303K Sell
5,772
-543
-9% -$28.7K 0.12% 126
2023
Q3 		$337K Buy
6,315
+381
+6% +$20.3K 0.2% 86
2023
Q2 		$311K Buy
5,934
+426
+8% +$21.5K 0.16% 90
2023
Q1 		$271K Buy
5,508
+573
+12% +$27.2K 0.16% 84
2022
Q4 		$233K Sell
4,935
-114
-2% -$5.41K 0.13% 104
2022
Q3 		$218K Buy
5,049
+21
+0.4% +$920 0.16% 90
2022
Q2 		$204K Buy
+5,028
New +$232K 0.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Opal Wealth Advisors's WMT Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Walmart Inc (WMT) stake by 4.1% in Q3 2026, selling an estimated $16.5K and leaving 3,481 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #138.

Opal Wealth Advisors first reported a position in WMT in Q2 2022 and has held it in 18 quarters since. The position peaked at $710K in Q4 2024. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Opal Wealth Advisors held 3,481 shares of Walmart Inc worth $362K as of Q3 2026.
  • Opal Wealth Advisors sold 150 Walmart Inc shares in Q3 2026, an estimated $16.5K.
  • Walmart Inc made up 0.08% of Opal Wealth Advisors's portfolio in Q3 2026, its #138 holding.
  • Opal Wealth Advisors first reported a position in Walmart Inc in Q2 2022 and has held it in 18 quarters since.
  • Opal Wealth Advisors's Walmart Inc position peaked at $710K in Q4 2024.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.