RMR Wealth Builders
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RMR Wealth Builders’s Walmart Inc WMT Stock Holding History

RMR Wealth Builders’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 		$6.37M Buy
61,330
+8,314
+16% +$913K 0.37% 43
2026
Q2 		$6M Buy
53,016
+11,332
+27% +$1.41M 0.37% 45
2026
Q1 		$5.19M Buy
41,684
+733
+2% +$90K 0.41% 40
2025
Q4 		$4.56M Buy
40,951
+2,948
+8% +$317K 0.37% 43
2025
Q3 		$3.92M Buy
38,003
+7,178
+23% +$715K 0.33% 43
2025
Q2 		$3.01M Sell
30,825
-169
-0.5% -$16.1K 0.27% 48
2025
Q1 		$2.72M Buy
30,994
+1,161
+4% +$109K 0.29% 45
2024
Q4 		$2.7M Buy
29,833
+2,215
+8% +$192K 0.28% 47
2024
Q3 		$2.23M Buy
27,618
+34
+0.1% +$2.5K 0.24% 52
2024
Q2 		$1.87M Buy
27,584
+5,300
+24% +$334K 0.21% 58
2024
Q1 		$1.34M Buy
22,284
+5,151
+30% +$295K 0.16% 79
2023
Q4 		$900K Buy
17,133
+2,880
+20% +$152K 0.13% 92
2023
Q3 		$760K Buy
14,253
+9,309
+188% +$495K 0.12% 92
2023
Q2 		$259K Buy
4,944
+12
+0.2% +$605 0.04% 176
2023
Q1 		$242K Buy
+4,932
New +$234K 0.05% 181
2022
Q3 		– Sell
-5,577
Closed -$226K – 215
2022
Q2 		$226K Buy
5,577
+9
+0.2% +$415 0.06% 170
2022
Q1 		$276K Sell
5,568
-393
-7% -$18.4K 0.06% 167
2021
Q4 		$289K Buy
5,961
+300
+5% +$14.3K 0.08% 92
2021
Q3 		$263K Buy
5,661
+6
+0.1% +$289 0.08% 152
2021
Q2 		$266K Sell
5,655
-1,470
-21% -$68.5K 0.09% 149
2021
Q1 		$323K Buy
7,125
+2,169
+44% +$100K 0.08% 128
2020
Q4 		$238K Sell
4,956
-2,304
-32% -$112K 0.12% 139
2020
Q3 		$339K Buy
7,260
+6,660
+1,110% +$296K 0.09% 146
2020
Q2 		$24K Buy
+600
New +$24.7K 0.02% 293
2019
Q4 		$42K Buy
+1,050
New +$41.7K 0.04% 249

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

RMR Wealth Builders's WMT Position: Q3 2026 in Review

RMR Wealth Builders increased its Walmart Inc (WMT) stake by 16% in Q3 2026, buying an estimated $913K and bringing the position to 61,330 shares worth $6.37M. The position accounts for 0.37% of the portfolio, ranked #43.

RMR Wealth Builders first reported a position in WMT in Q4 2019 and has held it in 25 quarters since. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • RMR Wealth Builders held 61,330 shares of Walmart Inc worth $6.37M as of Q3 2026.
  • RMR Wealth Builders bought 8,314 Walmart Inc shares in Q3 2026, an estimated $913K.
  • Walmart Inc made up 0.37% of RMR Wealth Builders's portfolio in Q3 2026, its #43 holding.
  • RMR Wealth Builders first reported a position in Walmart Inc in Q4 2019 and has held it in 25 quarters since.
  • 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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