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Puff Wealth Management’s Walmart Inc WMT Stock Holding History

Puff 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 		$215K Sell
2,069
-98
-5% -$10.8K 0.2% 76
2026
Q2 		$245K Buy
+2,167
New +$269K 0.25% 73
2025
Q4 		$247K Buy
2,190
+42
+2% +$4.51K 0.32% 61
2025
Q3 		$221K Buy
2,148
+9
+0.4% +$896 0.34% 57
2025
Q2 		$209K Buy
+2,139
New +$204K 0.15% 100

Other funds holding WMT

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CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

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

Puff Wealth Management reduced its Walmart Inc (WMT) stake by 4.5% in Q3 2026, selling an estimated $10.8K and leaving 2,069 shares worth $215K. The position accounts for 0.2% of the portfolio, ranked #76.

Puff Wealth Management first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $247K in Q4 2025. 462 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Puff Wealth Management held 2,069 shares of Walmart Inc worth $215K as of Q3 2026.
  • Puff Wealth Management sold 98 Walmart Inc shares in Q3 2026, an estimated $10.8K.
  • Walmart Inc made up 0.2% of Puff Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Puff Wealth Management first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • Puff Wealth Management's Walmart Inc position peaked at $247K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.