Power Wealth Management’s Walmart Inc WMT Stock Holding History

Power Wealth Management’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	$724K	Buy	6,964 +345	+5%	+$37.9K	0.25%	62
2026 Q2	$750K	Hold	6,619	–	–	0.26%	60
2026 Q1	$823K	Sell	6,619 -63	-0.9%	-$7.74K	0.31%	49
2025 Q4	$744K	Sell	6,682 -196	-3%	-$21K	0.26%	61
2025 Q3	$709K	Sell	6,878 -141	-2%	-$14K	0.26%	61
2025 Q2	$686K	Sell	7,019 -242	-3%	-$23.1K	0.26%	57
2025 Q1	$637K	Sell	7,261 -695	-9%	-$65.2K	0.26%	61
2024 Q4	$719K	Sell	7,956 -165	-2%	-$14.3K	0.3%	60
2024 Q3	$656K	Buy	8,121 +348	+4%	+$25.6K	0.28%	61
2024 Q2	$526K	Sell	7,773 -3,696	-32%	-$233K	0.25%	68
2024 Q1	$690K	Sell	11,469 -672	-6%	-$38.4K	0.43%	52
2023 Q4	$638K	Buy	+12,141	New	+$642K	0.44%	45

Other funds holding WMT

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Power Wealth Management's WMT Position: Q3 2026 in Review

Power Wealth Management increased its Walmart Inc (WMT) stake by 5.2% in Q3 2026, buying an estimated $37.9K and bringing the position to 6,964 shares worth $724K. The position accounts for 0.25% of the portfolio, ranked #62.

Power Wealth Management first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $823K in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Power Wealth Management held 6,964 shares of Walmart Inc worth $724K as of Q3 2026.
Power Wealth Management bought 345 Walmart Inc shares in Q3 2026, an estimated $37.9K.
Walmart Inc made up 0.25% of Power Wealth Management's portfolio in Q3 2026, its #62 holding.
Power Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
Power Wealth Management's Walmart Inc position peaked at $823K in Q1 2026.
3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.