RIA Advisory Group’s Walmart Inc WMT Stock Holding History

RIA Advisory Group’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	$829K	Sell	7,974 -2,391	-23%	-$263K	0.23%	63
2026 Q2	$1.17M	Sell	10,365 -8,113	-44%	-$1.01M	0.26%	65
2026 Q1	$2.3M	Buy	18,478 +10,650	+136%	+$1.31M	0.55%	30
2025 Q4	$872K	Sell	7,828 -255	-3%	-$27.4K	0.21%	72
2025 Q3	$833K	Sell	8,083 -434	-5%	-$43.2K	0.21%	71
2025 Q2	$833K	Sell	8,517 -9,319	-52%	-$888K	0.24%	59
2025 Q1	$1.57M	Sell	17,836 -1,415	-7%	-$133K	0.51%	31
2024 Q4	$1.74M	Buy	19,251 +4,429	+30%	+$384K	0.59%	28
2024 Q3	$1.2M	Buy	+14,822	New	+$1.09M	0.42%	39
2024 Q1	$4.68M	Buy	+77,776	New	+$4.45M	1.89%	9
2023 Q4	–	Sell	-95,739	Closed	-$5.1M	–	202
2023 Q3	$5.1M	Sell	95,739 -3,408	-3%	-$181K	2.29%	6
2023 Q2	$5.19M	Buy	99,147 +8,169	+9%	+$412K	2.24%	5
2023 Q1	$4.47M	Buy	+90,978	New	+$4.32M	2.06%	6

Other funds holding WMT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 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

RIA Advisory Group's WMT Position: Q3 2026 in Review

RIA Advisory Group reduced its Walmart Inc (WMT) stake by 23% in Q3 2026, selling an estimated $263K and leaving 7,974 shares worth $829K. The position accounts for 0.23% of the portfolio, ranked #63.

RIA Advisory Group first reported a position in WMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.19M in Q2 2023. 3,464 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

RIA Advisory Group held 7,974 shares of Walmart Inc worth $829K as of Q3 2026.
RIA Advisory Group sold 2,391 Walmart Inc shares in Q3 2026, an estimated $263K.
Walmart Inc made up 0.23% of RIA Advisory Group's portfolio in Q3 2026, its #63 holding.
RIA Advisory Group first reported a position in Walmart Inc in Q1 2023 and has held it in 13 quarters since.
RIA Advisory Group's Walmart Inc position peaked at $5.19M in Q2 2023.
3,464 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.