Optivise Advisory Services’s Walmart Inc WMT Stock Holding History

Optivise Advisory Services’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	$796K	Buy	7,659 +246	+3%	+$27K	0.39%	68
2026 Q2	$840K	Sell	7,413 -1,265	-15%	-$157K	0.43%	65
2026 Q1	$1.08M	Buy	8,678 +1,127	+15%	+$138K	0.65%	41
2025 Q4	$841K	Buy	7,551 +1,576	+26%	+$169K	0.48%	58
2025 Q3	$616K	Buy	5,975 +1,036	+21%	+$103K	0.37%	71
2025 Q2	$483K	Buy	4,939 +341	+7%	+$32.5K	0.25%	97
2025 Q1	$404K	Sell	4,598 -1,464	-24%	-$137K	0.23%	96
2024 Q4	$548K	Buy	6,062 +282	+5%	+$24.5K	0.3%	80
2024 Q3	$467K	Sell	5,780 -1,069	-16%	-$78.5K	0.25%	84
2024 Q2	$464K	Buy	+6,849	New	+$431K	0.25%	85

Other funds holding WMT

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Optivise Advisory Services's WMT Position: Q3 2026 in Review

Optivise Advisory Services increased its Walmart Inc (WMT) stake by 3.3% in Q3 2026, buying an estimated $27K and bringing the position to 7,659 shares worth $796K. The position accounts for 0.39% of the portfolio, ranked #68.

Optivise Advisory Services first reported a position in WMT in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2026. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Optivise Advisory Services held 7,659 shares of Walmart Inc worth $796K as of Q3 2026.
Optivise Advisory Services bought 246 Walmart Inc shares in Q3 2026, an estimated $27K.
Walmart Inc made up 0.39% of Optivise Advisory Services's portfolio in Q3 2026, its #68 holding.
Optivise Advisory Services first reported a position in Walmart Inc in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's Walmart Inc position peaked at $1.08M in Q1 2026.
2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.