RVW Wealth
WMT icon

RVW Wealth’s Walmart Inc WMT Stock Holding History

RVW Wealth’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 		$375K Buy
3,610
+19
+0.5% +$2.09K 0.02% 134
2026
Q2 		$407K Hold
3,591
– – 0.03% 124
2026
Q1 		$446K Sell
3,591
-1,251
-26% -$154K 0.03% 119
2025
Q4 		$539K Buy
4,842
+300
+7% +$32.2K 0.04% 104
2025
Q3 		$468K Hold
4,542
– – 0.04% 115
2025
Q2 		$444K Sell
4,542
-668
-13% -$63.6K 0.04% 109
2025
Q1 		$457K Buy
+5,210
New +$489K 0.04% 99
2023
Q4 		– Sell
-300
Closed -$16K – 366
2023
Q3 		$16K Buy
+300
New +$16K ﹤0.01% 330

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

RVW Wealth's WMT Position: Q3 2026 in Review

RVW Wealth increased its Walmart Inc (WMT) stake by 0.53% in Q3 2026, buying an estimated $2.09K and bringing the position to 3,610 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #134.

RVW Wealth first reported a position in WMT in Q3 2023 and has held it in 8 quarters since. The position peaked at $539K in Q4 2025. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • RVW Wealth held 3,610 shares of Walmart Inc worth $375K as of Q3 2026.
  • RVW Wealth bought 19 Walmart Inc shares in Q3 2026, an estimated $2.09K.
  • Walmart Inc made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #134 holding.
  • RVW Wealth first reported a position in Walmart Inc in Q3 2023 and has held it in 8 quarters since.
  • RVW Wealth's Walmart Inc position peaked at $539K in Q4 2025.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.