Peterson Wealth Services
WMT icon

Peterson Wealth Services’s Walmart Inc WMT Stock Holding History

Peterson Wealth 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 		$3.86M Buy
37,174
+1,517
+4% +$167K 0.81% 32
2026
Q2 		$4.04M Buy
35,657
+590
+2% +$73.2K 0.88% 31
2026
Q1 		$4.36M Sell
35,067
-689
-2% -$84.6K 1.08% 25
2025
Q4 		$3.98M Buy
35,756
+35,736
+178,680% +$3.84M 1.02% 25
2025
Q3 		$3.81M Sell
20
-37,149
-100% -$3.7M 0.94% 27
2025
Q2 		$3.63M Buy
37,169
+597
+2% +$56.9K 1% 26
2025
Q1 		$3.21M Buy
36,572
+1,425
+4% +$134K 0.99% 30
2024
Q4 		$3.18M Buy
35,147
+985
+3% +$85.5K 0.95% 30
2024
Q3 		$2.76M Buy
34,162
+1,392
+4% +$102K 0.88% 33
2024
Q2 		$2.22M Buy
32,770
+1,203
+4% +$75.8K 0.78% 42
2024
Q1 		$1.9M Buy
31,567
+2,128
+7% +$122K 0.69% 45
2023
Q4 		$1.55M Buy
29,439
+4,392
+18% +$232K 0.66% 44
2023
Q3 		$1.34M Buy
25,047
+810
+3% +$43.1K 1% 34
2023
Q2 		$1.27M Buy
24,237
+342
+1% +$17.3K 0.61% 42
2023
Q1 		$1.17M Buy
23,895
+4,515
+23% +$214K 0.6% 52
2022
Q4 		$916K Buy
19,380
+1,986
+11% +$94.3K 0.52% 53
2022
Q3 		$752K Buy
17,394
+5,121
+42% +$224K 0.53% 49
2022
Q2 		$497K Buy
12,273
+1,896
+18% +$87.4K 0.36% 59
2022
Q1 		$515K Buy
10,377
+2,535
+32% +$119K 0.32% 53
2021
Q4 		$378K Buy
+7,842
New +$374K 0.25% 57

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Peterson Wealth Services's WMT Position: Q3 2026 in Review

Peterson Wealth Services increased its Walmart Inc (WMT) stake by 4.3% in Q3 2026, buying an estimated $167K and bringing the position to 37,174 shares worth $3.86M. The position accounts for 0.81% of the portfolio, ranked #32.

Peterson Wealth Services first reported a position in WMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.36M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Peterson Wealth Services held 37,174 shares of Walmart Inc worth $3.86M as of Q3 2026.
  • Peterson Wealth Services bought 1,517 Walmart Inc shares in Q3 2026, an estimated $167K.
  • Walmart Inc made up 0.81% of Peterson Wealth Services's portfolio in Q3 2026, its #32 holding.
  • Peterson Wealth Services first reported a position in Walmart Inc in Q4 2021 and has held it in 20 quarters since.
  • Peterson Wealth Services's Walmart Inc position peaked at $4.36M in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.