Patrick M. Sweeney & Associates
WMT icon

Patrick M. Sweeney & Associates’s Walmart Inc WMT Stock Holding History

Patrick M. Sweeney & Associates’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 		$1.04M Buy
10,037
+35
+0.3% +$3.84K 0.59% 40
2026
Q2 		$1.13M Buy
10,002
+1
+0% +$124 0.65% 37
2026
Q1 		$1.24M Sell
10,001
-519
-5% -$63.7K 0.8% 29
2025
Q4 		$1.17M Sell
10,520
-300
-3% -$32.2K 0.73% 31
2025
Q3 		$1.12M Buy
10,820
+71
+0.7% +$7.07K 0.72% 32
2025
Q2 		$1.06M Buy
10,749
+1
+0% +$95 0.73% 34
2025
Q1 		$944K Sell
10,748
-200
-2% -$18.8K 0.7% 34
2024
Q4 		$989K Hold
10,948
– – 0.74% 31
2024
Q3 		$884K Sell
10,948
-44
-0.4% -$3.23K 0.65% 34
2024
Q2 		$744K Buy
10,992
+151
+1% +$9.5K 0.6% 38
2024
Q1 		$652K Buy
10,841
+260
+2% +$14.9K 0.54% 45
2023
Q4 		$556K Buy
+10,581
New +$560K 0.51% 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
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

Patrick M. Sweeney & Associates's WMT Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Walmart Inc (WMT) stake by 0.35% in Q3 2026, buying an estimated $3.84K and bringing the position to 10,037 shares worth $1.04M. The position accounts for 0.59% of the portfolio, ranked #40.

Patrick M. Sweeney & Associates first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q1 2026. 2,709 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Patrick M. Sweeney & Associates held 10,037 shares of Walmart Inc worth $1.04M as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 35 Walmart Inc shares in Q3 2026, an estimated $3.84K.
  • Walmart Inc made up 0.59% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #40 holding.
  • Patrick M. Sweeney & Associates first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's Walmart Inc position peaked at $1.24M in Q1 2026.
  • 2,709 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.