Persium Advisors’s Walmart Inc WMT Stock Holding History

Persium 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	$1.08M	Buy	10,369 +1,354	+15%	+$149K	0.56%	28
2026 Q2	$1.02M	Buy	9,015 +853	+10%	+$106K	0.67%	26
2026 Q1	$1.01M	Sell	8,162 -644	-7%	-$79.1K	0.8%	14
2025 Q4	$981K	Buy	8,806 +888	+11%	+$95.3K	0.71%	15
2025 Q3	$816K	Buy	7,918 +399	+5%	+$39.7K	0.61%	23
2025 Q2	$735K	Buy	7,519 +141	+2%	+$13.4K	0.61%	21
2025 Q1	$648K	Sell	7,378 -134	-2%	-$12.6K	0.61%	22
2024 Q4	$679K	Buy	+7,512	New	+$652K	0.67%	19

Other funds holding WMT

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

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

Persium Advisors's WMT Position: Q3 2026 in Review

Persium Advisors increased its Walmart Inc (WMT) stake by 15% in Q3 2026, buying an estimated $149K and bringing the position to 10,369 shares worth $1.08M. The position accounts for 0.56% of the portfolio, ranked #28.

Persium Advisors first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. 1,439 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Persium Advisors held 10,369 shares of Walmart Inc worth $1.08M as of Q3 2026.
Persium Advisors bought 1,354 Walmart Inc shares in Q3 2026, an estimated $149K.
Walmart Inc made up 0.56% of Persium Advisors's portfolio in Q3 2026, its #28 holding.
Persium Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
1,439 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.