Quaker Wealth Management’s Walmart Inc WMT Stock Holding History

Quaker 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	$199K	Sell	1,912 -7	-0.4%	-$769	0.06%	70
2026 Q2	$217K	Sell	1,919 -2,076	-52%	-$258K	0.06%	67
2026 Q1	$496K	Buy	3,995 +3,441	+621%	+$422K	0.16%	36
2025 Q4	$61.7K	Sell	554 -432	-44%	-$46.4K	0.02%	146
2025 Q3	$102K	Buy	986 +500	+103%	+$49.8K	0.03%	104
2025 Q2	$47.5K	Buy	+486	New	+$46.3K	0.02%	165
2024 Q3	$222K	Buy	+2,744	New	+$202K	0.08%	55
2022 Q3	–	Sell	-5,889	Closed	-$239K	–	52
2022 Q2	$239K	Buy	5,889 +1,224	+26%	+$56.4K	0.12%	37
2022 Q1	$232K	Buy	+4,665	New	+$219K	0.1%	43
2021 Q1	$250K	Sell	5,523 -945	-15%	-$43.8K	0.12%	45
2020 Q4	$311K	Sell	6,468 -1,200	-16%	-$58.3K	0.16%	36
2020 Q3	$358K	Buy	+7,668	New	+$341K	0.19%	33

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

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

Quaker Wealth Management reduced its Walmart Inc (WMT) stake by 0.36% in Q3 2026, selling an estimated $769 and leaving 1,912 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #70.

Quaker Wealth Management first reported a position in WMT in Q3 2020 and has held it in 12 quarters since. The position peaked at $496K in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Quaker Wealth Management held 1,912 shares of Walmart Inc worth $199K as of Q3 2026.
Quaker Wealth Management sold 7 Walmart Inc shares in Q3 2026, an estimated $769.
Walmart Inc made up 0.06% of Quaker Wealth Management's portfolio in Q3 2026, its #70 holding.
Quaker Wealth Management first reported a position in Walmart Inc in Q3 2020 and has held it in 12 quarters since.
Quaker Wealth Management's Walmart Inc position peaked at $496K in Q1 2026.
3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.