PFW Advisors’s Walmart Inc WMT Stock Holding History

PFW 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	$1.26M	Sell	12,126 -59	-0.5%	-$6.48K	0.37%	53
2026 Q2	$1.38M	Sell	12,185 -450	-4%	-$55.9K	0.4%	48
2026 Q1	$1.57M	Sell	12,635 -2,561	-17%	-$314K	0.49%	43
2025 Q4	$1.69M	Sell	15,196 -1,680	-10%	-$180K	0.51%	43
2025 Q3	$1.74M	Buy	16,876 +765	+5%	+$76.2K	0.51%	43
2025 Q2	$1.58M	Sell	16,111 -1,036	-6%	-$98.7K	0.48%	45
2025 Q1	$1.51M	Sell	17,147 -434	-2%	-$40.7K	0.47%	47
2024 Q4	$1.59M	Buy	+17,581	New	+$1.53M	0.49%	44
2024 Q2	$1.19M	Sell	17,634 -1,226	-7%	-$77.2K	0.38%	53
2024 Q1	$1.13M	Buy	18,860 +476	+3%	+$27.2K	0.35%	55
2023 Q4	$966K	Buy	18,384 +252	+1%	+$13.3K	0.31%	62
2023 Q3	$967K	Hold	18,132	–	–	0.34%	55
2023 Q2	$974K	Buy	+18,132	New	+$915K	0.33%	58
2019 Q3	$1.41M	Buy	+52,497	New	+$1.98M	0.43%	47

Other funds holding WMT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

PFW Advisors's WMT Position: Q3 2026 in Review

PFW Advisors reduced its Walmart Inc (WMT) stake by 0.48% in Q3 2026, selling an estimated $6.48K and leaving 12,126 shares worth $1.26M. The position accounts for 0.37% of the portfolio, ranked #53.

PFW Advisors first reported a position in WMT in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.74M in Q3 2025. 3,366 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

PFW Advisors held 12,126 shares of Walmart Inc worth $1.26M as of Q3 2026.
PFW Advisors sold 59 Walmart Inc shares in Q3 2026, an estimated $6.48K.
Walmart Inc made up 0.37% of PFW Advisors's portfolio in Q3 2026, its #53 holding.
PFW Advisors first reported a position in Walmart Inc in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Walmart Inc position peaked at $1.74M in Q3 2025.
3,366 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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