Proactive Wealth Strategies
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Proactive Wealth Strategies’s Walmart Inc WMT Stock Holding History

Proactive Wealth Strategies’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 		$6.42M Buy
61,754
+1,548
+3% +$170K 0.99% 35
2026
Q2 		$6.82M Sell
60,206
-552
-0.9% -$68.5K 1.09% 27
2026
Q1 		$7.55M Buy
60,758
+33,931
+126% +$4.17M 1.42% 22
2025
Q4 		$2.99M Buy
26,827
+4,165
+18% +$447K 1.18% 27
2025
Q3 		$2.34M Buy
22,662
+1,772
+8% +$176K 1.01% 36
2025
Q2 		$2.04M Buy
20,890
+3,736
+22% +$356K 0.96% 36
2025
Q1 		$1.51M Buy
17,154
+733
+4% +$68.8K 0.8% 43
2024
Q4 		$1.48M Buy
+16,421
New +$1.42M 0.77% 41

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Proactive Wealth Strategies's WMT Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Walmart Inc (WMT) stake by 2.6% in Q3 2026, buying an estimated $170K and bringing the position to 61,754 shares worth $6.42M. The position accounts for 0.99% of the portfolio, ranked #35.

Proactive Wealth Strategies first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.55M in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Proactive Wealth Strategies held 61,754 shares of Walmart Inc worth $6.42M as of Q3 2026.
  • Proactive Wealth Strategies bought 1,548 Walmart Inc shares in Q3 2026, an estimated $170K.
  • Walmart Inc made up 0.99% of Proactive Wealth Strategies's portfolio in Q3 2026, its #35 holding.
  • Proactive Wealth Strategies first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • Proactive Wealth Strategies's Walmart Inc position peaked at $7.55M in Q1 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.