Root Financial Partners’s Walmart Inc WMT Stock Holding History

Root Financial Partners’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	$1.47M	Buy	14,185 +1,304	+10%	+$143K	0.05%	99
2026 Q2	$1.46M	Buy	12,881 +97	+0.8%	+$12K	0.06%	94
2026 Q1	$1.59M	Buy	12,784 +3,314	+35%	+$407K	0.07%	73
2025 Q4	$1.06M	Sell	9,470 -935	-9%	-$100K	0.05%	93
2025 Q3	$1.07M	Sell	10,405 -55	-0.5%	-$5.48K	0.07%	82
2025 Q2	$1.02M	Buy	10,460 +4,759	+83%	+$453K	0.1%	73
2025 Q1	$501K	Buy	5,701 +1,650	+41%	+$155K	0.05%	116
2024 Q4	$366K	Buy	+4,051	New	+$352K	0.05%	133

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Root Financial Partners's WMT Position: Q3 2026 in Review

Root Financial Partners increased its Walmart Inc (WMT) stake by 10% in Q3 2026, buying an estimated $143K and bringing the position to 14,185 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #99.

Root Financial Partners first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.59M in Q1 2026. 1,919 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Root Financial Partners held 14,185 shares of Walmart Inc worth $1.47M as of Q3 2026.
Root Financial Partners bought 1,304 Walmart Inc shares in Q3 2026, an estimated $143K.
Walmart Inc made up 0.05% of Root Financial Partners's portfolio in Q3 2026, its #99 holding.
Root Financial Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's Walmart Inc position peaked at $1.59M in Q1 2026.
1,919 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.