PFP
WMT icon

Polaris Financial Partners’s Walmart Inc WMT Stock Holding History

Polaris Financial Partners’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 		$1.84M Buy
+17,457
New +$1.92M 0.82% 24

Other funds holding WMT

CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Polaris Financial Partners's WMT Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Walmart Inc (WMT) in Q3 2026: 17,457 shares worth $1.84M. The stake represents 0.82% of the portfolio and ranks #24 among its holdings.

24 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Polaris Financial Partners held 17,457 shares of Walmart Inc worth $1.84M as of Q3 2026.
  • Walmart Inc was a new Polaris Financial Partners position in Q3 2026.
  • Walmart Inc made up 0.82% of Polaris Financial Partners's portfolio in Q3 2026, its #24 holding.
  • 24 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.