S.A. Mason
WMT icon

S.A. Mason’s Walmart Inc WMT Stock Holding History

S.A. Mason’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 		$1.44M Buy
13,848
+4
+0% +$439 0.42% 58
2026
Q2 		$1.57M Buy
13,844
+259
+2% +$32.2K 0.48% 55
2026
Q1 		$1.69M Buy
13,585
+340
+3% +$41.7K 0.63% 42
2025
Q4 		$1.48M Sell
13,245
-2
-0% -$215 0.58% 46
2025
Q3 		$1.37M Buy
13,247
+4
+0% +$398 0.6% 42
2025
Q2 		$1.29M Buy
13,243
+62
+0.5% +$5.91K 0.63% 40
2025
Q1 		$1.16M Buy
13,181
+339
+3% +$31.8K 0.61% 45
2024
Q4 		$1.16M Buy
12,842
+496
+4% +$43K 0.61% 42
2024
Q3 		$997K Buy
12,346
+27
+0.2% +$1.98K 0.53% 48
2024
Q2 		$834K Buy
12,319
+382
+3% +$24.1K 0.47% 54
2024
Q1 		$718K Buy
11,937
+27
+0.2% +$1.54K 0.43% 61
2023
Q4 		$626K Sell
11,910
-300
-2% -$15.9K 0.42% 66
2023
Q3 		$651K Sell
12,210
-15
-0.1% -$798 0.47% 56
2023
Q2 		$601K Hold
12,225
– – 0.44% 64
2023
Q1 		$601K Sell
12,225
-186
-1% -$8.83K 0.44% 64
2022
Q4 		$587K Hold
12,411
– – 0.44% 64
2022
Q3 		$537K Sell
12,411
-291
-2% -$12.7K 0.42% 65
2022
Q2 		$515K Buy
12,702
+18
+0.1% +$830 0.38% 76
2022
Q1 		$630K Buy
12,684
+309
+2% +$14.5K 0.39% 71
2021
Q4 		$597K Hold
12,375
– – 0.36% 79
2021
Q3 		$575K Buy
12,375
+1,617
+15% +$77.9K 0.38% 79
2021
Q2 		$506K Buy
10,758
+21
+0.2% +$978 0.35% 83
2021
Q1 		$486K Buy
10,737
+924
+9% +$42.8K 0.36% 79
2020
Q4 		$471K Sell
9,813
-855
-8% -$41.5K 0.39% 71
2020
Q3 		$497K Buy
10,668
+3
+0% +$133 0.47% 61
2020
Q2 		$426K Buy
10,665
+6
+0.1% +$247 0.45% 64
2020
Q1 		$404K Sell
10,659
-162
-1% -$6.23K 0.49% 60
2019
Q4 		$429K Buy
+10,821
New +$430K 0.41% 76

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

S.A. Mason's WMT Position: Q3 2026 in Review

S.A. Mason increased its Walmart Inc (WMT) stake by 0.03% in Q3 2026, buying an estimated $439 and bringing the position to 13,848 shares worth $1.44M. The position accounts for 0.42% of the portfolio, ranked #58.

S.A. Mason first reported a position in WMT in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.69M in Q1 2026. 1,395 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • S.A. Mason held 13,848 shares of Walmart Inc worth $1.44M as of Q3 2026.
  • S.A. Mason bought 4 Walmart Inc shares in Q3 2026, an estimated $439.
  • Walmart Inc made up 0.42% of S.A. Mason's portfolio in Q3 2026, its #58 holding.
  • S.A. Mason first reported a position in Walmart Inc in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's Walmart Inc position peaked at $1.69M in Q1 2026.
  • 1,395 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.