RBA Wealth Management
WMT icon

RBA Wealth Management’s Walmart Inc WMT Stock Holding History

RBA 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 		$422K Buy
+4,061
New +$446K 0.13% 75
2026
Q2 		– Sell
-6,228
Closed -$774K – 96
2026
Q1 		$774K Sell
6,228
-521
-8% -$64K 0.28% 58
2025
Q4 		$752K Sell
6,749
-99
-1% -$10.6K 0.25% 62
2025
Q3 		$706K Sell
6,848
-2,038
-23% -$203K 0.24% 62
2025
Q2 		$869K Sell
8,886
-1,052
-11% -$100K 0.32% 61
2025
Q1 		$872K Sell
9,938
-1,435
-13% -$135K 0.35% 56
2024
Q4 		$1.03M Sell
11,373
-138
-1% -$12K 0.39% 55
2024
Q3 		$930K Sell
11,511
-78,644
-87% -$5.78M 0.36% 54
2024
Q2 		$6.1M Sell
90,155
-1,643
-2% -$103K 2.45% 10
2024
Q1 		$5.52M Buy
91,798
+766
+0.8% +$43.8K 2.24% 16
2023
Q4 		$4.78M Buy
91,032
+153
+0.2% +$8.1K 2.09% 17
2023
Q3 		$4.84M Buy
90,879
+600
+0.7% +$31.9K 2.33% 13
2023
Q2 		$4.73M Buy
90,279
+951
+1% +$48K 2.21% 18
2023
Q1 		$4.39M Buy
89,328
+2,655
+3% +$126K 2.19% 17
2022
Q4 		$4.1M Buy
86,673
+843
+1% +$40K 2.15% 18
2022
Q3 		$3.71M Buy
85,830
+1,776
+2% +$77.8K 2.14% 16
2022
Q2 		$3.41M Buy
84,054
+4,617
+6% +$213K 1.89% 25
2022
Q1 		$3.94M Buy
79,437
+4,050
+5% +$190K 1.89% 22
2021
Q4 		$3.64M Buy
+75,387
New +$3.6M 1.72% 26
2021
Q1 		– Sell
-72,816
Closed -$3.5M – 279
2020
Q4 		$3.5M Buy
72,816
+393
+0.5% +$19.1K 2.11% 11
2020
Q3 		$3.38M Buy
72,423
+414
+0.6% +$18.4K 2.28% 9
2020
Q2 		$2.88M Buy
72,009
+864
+1% +$35.5K 2.09% 14
2020
Q1 		$2.69M Buy
71,145
+1,203
+2% +$46.3K 2.33% 10
2019
Q4 		$2.76M Buy
69,942
+972
+1% +$38.6K 1.88% 22
2019
Q3 		$2.73M Buy
68,970
+783
+1% +$29.6K 2.08% 16
2019
Q2 		$2.51M Buy
68,187
+53,646
+369% +$1.85M 1.94% 27
2019
Q1 		$483K Buy
+14,541
New +$471K 0.38% 54

Other funds holding WMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

RBA Wealth Management opened a new position in Walmart Inc (WMT) in Q3 2026: 4,061 shares worth $422K. The stake represents 0.13% of the portfolio and ranks #75 among its holdings. This is a return to the name: RBA Wealth Management previously reported a position in WMT as recently as Q1 2026.

RBA Wealth Management first reported a position in WMT in Q1 2019 and has held it in 27 quarters since. The position peaked at $6.1M in Q2 2024. 3,369 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • RBA Wealth Management held 4,061 shares of Walmart Inc worth $422K as of Q3 2026.
  • Walmart Inc was a new RBA Wealth Management position in Q3 2026.
  • Walmart Inc made up 0.13% of RBA Wealth Management's portfolio in Q3 2026, its #75 holding.
  • RBA Wealth Management first reported a position in Walmart Inc in Q1 2019 and has held it in 27 quarters since.
  • RBA Wealth Management's Walmart Inc position peaked at $6.1M in Q2 2024.
  • 3,369 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.