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Retirement Wealth Solutions’s Walmart Inc WMT Stock Holding History

Retirement Wealth Solutions’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 		$89.8K Buy
864
+185
+27% +$20.3K 0.05% 86
2026
Q2 		$76.9K Buy
679
+1
+0.1% +$124 0.04% 87
2026
Q1 		$84.3K Hold
678
– – 0.05% 72
2025
Q4 		$75.5K Hold
678
– – 0.05% 75
2025
Q3 		$69.9K Buy
678
+1
+0.1% +$100 0.05% 77
2025
Q2 		$66.2K Buy
677
+1
+0.1% +$95 0.05% 73
2025
Q1 		$59.4K Hold
676
– – 0.05% 70
2024
Q4 		$62.9K Buy
+676
New +$58.7K 0.05% 71

Other funds holding WMT

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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Retirement Wealth Solutions's WMT Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Walmart Inc (WMT) stake by 27% in Q3 2026, buying an estimated $20.3K and bringing the position to 864 shares worth $89.8K. The position accounts for 0.05% of the portfolio, ranked #86.

Retirement Wealth Solutions first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Retirement Wealth Solutions held 864 shares of Walmart Inc worth $89.8K as of Q3 2026.
  • Retirement Wealth Solutions bought 185 Walmart Inc shares in Q3 2026, an estimated $20.3K.
  • Walmart Inc made up 0.05% of Retirement Wealth Solutions's portfolio in Q3 2026, its #86 holding.
  • Retirement Wealth Solutions first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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