Powers Advisory Group
WMT icon

Powers Advisory Group’s Walmart Inc WMT Stock Holding History

Powers Advisory Group’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 		$3.05M Sell
29,380
-539
-2% -$59.2K 0.93% 22
2026
Q2 		$3.39M Sell
29,919
-1,633
-5% -$203K 1.06% 20
2026
Q1 		$3.92M Sell
31,552
-592
-2% -$72.7K 1.38% 17
2025
Q4 		$3.58M Sell
32,144
-148
-0.5% -$15.9K 1.35% 17
2025
Q3 		$3.33M Sell
32,292
-336
-1% -$33.4K 1.33% 16
2025
Q2 		$3.19M Buy
32,628
+111
+0.3% +$10.6K 1.4% 15
2025
Q1 		$2.85M Sell
32,517
-1,396
-4% -$131K 1.36% 15
2024
Q4 		$3.06M Sell
33,913
-441
-1% -$38.3K 1.53% 15
2024
Q3 		$2.77M Sell
34,354
-186
-0.5% -$13.7K 1.38% 15
2024
Q2 		$2.34M Buy
34,540
+1,089
+3% +$68.6K 1.28% 15
2024
Q1 		$2.01M Sell
33,451
-2,495
-7% -$143K 1.15% 18
2023
Q4 		$1.89M Sell
35,946
-795
-2% -$42.1K 1.17% 20
2023
Q3 		$1.96M Sell
36,741
-558
-1% -$29.7K 1.33% 16
2023
Q2 		$1.95M Buy
37,299
+39
+0.1% +$1.97K 1.3% 20
2023
Q1 		$1.83M Sell
37,260
-345
-0.9% -$16.4K 1.28% 20
2022
Q4 		$1.78M Hold
37,605
– – 1.31% 17
2022
Q3 		$1.63M Sell
37,605
-48
-0.1% -$2.1K 1.3% 18
2022
Q2 		$1.53M Sell
37,653
-1,284
-3% -$59.2K 1.17% 22
2022
Q1 		$1.93M Buy
38,937
+543
+1% +$25.5K 1.35% 18
2021
Q4 		$1.85M Buy
+38,394
New +$1.83M 1.31% 18

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Churchill Financial Advisors
Churchill Financial Advisors Louisville, Kentucky $511M AUM 22.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Powers Advisory Group's WMT Position: Q3 2026 in Review

Powers Advisory Group reduced its Walmart Inc (WMT) stake by 1.8% in Q3 2026, selling an estimated $59.2K and leaving 29,380 shares worth $3.05M. The position accounts for 0.93% of the portfolio, ranked #22.

Powers Advisory Group first reported a position in WMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.92M in Q1 2026. 1,146 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Powers Advisory Group held 29,380 shares of Walmart Inc worth $3.05M as of Q3 2026.
  • Powers Advisory Group sold 539 Walmart Inc shares in Q3 2026, an estimated $59.2K.
  • Walmart Inc made up 0.93% of Powers Advisory Group's portfolio in Q3 2026, its #22 holding.
  • Powers Advisory Group first reported a position in Walmart Inc in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Walmart Inc position peaked at $3.92M in Q1 2026.
  • 1,146 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.