Quantum Financial Advisors
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Quantum Financial Advisors’s Walmart Inc WMT Stock Holding History

Quantum Financial Advisors’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 		$1.12M Sell
10,776
-1,295
-11% -$142K 0.11% 71
2026
Q2 		$1.37M Buy
12,071
+2,272
+23% +$282K 0.14% 72
2026
Q1 		$1.22M Sell
9,799
-1
-0% -$123 0.14% 62
2025
Q4 		$1.09M Buy
9,800
+12
+0.1% +$1.29K 0.12% 73
2025
Q3 		$1.01M Hold
9,788
– – 0.12% 71
2025
Q2 		$957K Buy
9,788
+90
+0.9% +$8.58K 0.13% 69
2025
Q1 		$851K Sell
9,698
-600
-6% -$56.3K 0.13% 73
2024
Q4 		$930K Hold
10,298
– – 0.14% 65
2024
Q3 		$832K Buy
10,298
+600
+6% +$44.1K 0.13% 73
2024
Q2 		$657K Hold
9,698
– – 0.12% 74
2024
Q1 		$584K Buy
9,698
+3,329
+52% +$190K 0.11% 80
2023
Q4 		$335K Sell
6,369
-2,016
-24% -$107K 0.08% 74
2023
Q3 		$447K Buy
8,385
+2,643
+46% +$141K 0.13% 60
2023
Q2 		$301K Hold
5,742
– – 0.09% 66
2023
Q1 		$282K Hold
5,742
– – 0.09% 68
2022
Q4 		$271K Buy
5,742
+999
+21% +$47.4K 0.12% 62
2022
Q3 		$205K Buy
4,743
+12
+0.3% +$526 0.09% 82
2022
Q2 		$204K Buy
+4,731
New +$218K 0.08% 95

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

Quantum Financial Advisors's WMT Position: Q3 2026 in Review

Quantum Financial Advisors reduced its Walmart Inc (WMT) stake by 11% in Q3 2026, selling an estimated $142K and leaving 10,776 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #71.

Quantum Financial Advisors first reported a position in WMT in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.37M in Q2 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Quantum Financial Advisors held 10,776 shares of Walmart Inc worth $1.12M as of Q3 2026.
  • Quantum Financial Advisors sold 1,295 Walmart Inc shares in Q3 2026, an estimated $142K.
  • Walmart Inc made up 0.11% of Quantum Financial Advisors's portfolio in Q3 2026, its #71 holding.
  • Quantum Financial Advisors first reported a position in Walmart Inc in Q2 2022 and has held it in 18 quarters since.
  • Quantum Financial Advisors's Walmart Inc position peaked at $1.37M in Q2 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.