Phoenix Wealth Advisors
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Phoenix Wealth Advisors’s Walmart Inc WMT Stock Holding History

Phoenix Wealth 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 		$3.76M Buy
36,141
+556
+2% +$61K 1.15% 21
2026
Q2 		$4.03M Sell
35,585
-442
-1% -$54.9K 1.36% 20
2026
Q1 		$4.48M Sell
36,027
-1,668
-4% -$205K 1.77% 14
2025
Q4 		$4.2M Buy
37,695
+219
+0.6% +$23.5K 1.62% 17
2025
Q3 		$3.86M Sell
37,476
-540
-1% -$53.8K 1.48% 18
2025
Q2 		$3.72M Sell
38,016
-2,842
-7% -$271K 1.56% 17
2025
Q1 		$3.59M Sell
40,858
-5,266
-11% -$494K 1.56% 16
2024
Q4 		$4.17M Sell
46,124
-1,841
-4% -$160K 1.81% 14
2024
Q3 		$3.87M Sell
47,965
-9,514
-17% -$699K 1.8% 12
2024
Q2 		$3.89M Sell
57,479
-746
-1% -$47K 1.95% 11
2024
Q1 		$3.5M Buy
58,225
+12,829
+28% +$734K 2.13% 13
2023
Q4 		$2.41M Sell
45,396
-354
-0.8% -$18.7K 1.68% 23
2023
Q3 		$2.44M Buy
45,750
+855
+2% +$45.5K 1.43% 18
2023
Q2 		$2.35M Buy
44,895
+14,382
+47% +$726K 1.37% 22
2023
Q1 		$1.5M Buy
30,513
+1,578
+5% +$74.9K 0.93% 27
2022
Q4 		$1.37M Buy
28,935
+2,592
+10% +$123K 0.82% 31
2022
Q3 		$1.14M Buy
26,343
+1,098
+4% +$48.1K 1.14% 31
2022
Q2 		$1.02M Buy
25,245
+2,256
+10% +$104K 1.01% 30
2022
Q1 		$1.19M Buy
22,989
+3,195
+16% +$150K 1.23% 23
2021
Q4 		$955K Buy
19,794
+4,998
+34% +$239K 0.72% 37
2021
Q3 		$687K Buy
14,796
+333
+2% +$16K 0.51% 53
2021
Q2 		$675K Buy
14,463
+408
+3% +$19K 0.49% 61
2021
Q1 		$635K Sell
14,055
-3,216
-19% -$149K 0.49% 49
2020
Q4 		$830K Buy
+17,271
New +$839K 0.63% 41

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

Phoenix Wealth Advisors's WMT Position: Q3 2026 in Review

Phoenix Wealth Advisors increased its Walmart Inc (WMT) stake by 1.6% in Q3 2026, buying an estimated $61K and bringing the position to 36,141 shares worth $3.76M. The position accounts for 1.15% of the portfolio, ranked #21.

Phoenix Wealth Advisors first reported a position in WMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.48M in Q1 2026. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Phoenix Wealth Advisors held 36,141 shares of Walmart Inc worth $3.76M as of Q3 2026.
  • Phoenix Wealth Advisors bought 556 Walmart Inc shares in Q3 2026, an estimated $61K.
  • Walmart Inc made up 1.15% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • Phoenix Wealth Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 24 quarters since.
  • Phoenix Wealth Advisors's Walmart Inc position peaked at $4.48M in Q1 2026.
  • 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.