Schrum Private Wealth Management
WMT icon

Schrum Private Wealth Management’s Walmart Inc WMT Stock Holding History

Schrum Private Wealth Management’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 		$494K Sell
4,749
-140
-3% -$15.4K 0.41% 65
2026
Q2 		$382K Buy
4,889
+151
+3% +$18.7K 0.39% 66
2026
Q1 		$589K Sell
4,738
-159
-3% -$19.5K 0.45% 64
2025
Q4 		$546K Sell
4,897
-441
-8% -$47.4K 0.4% 65
2025
Q3 		$550K Buy
5,338
+82
+2% +$8.16K 0.4% 65
2025
Q2 		$514K Sell
5,256
-361
-6% -$34.4K 0.41% 62
2025
Q1 		$493K Buy
5,617
+1,005
+22% +$94.3K 0.43% 60
2024
Q4 		$417K Sell
4,612
-2,056
-31% -$178K 0.35% 70
2024
Q3 		$538K Buy
6,668
+1,629
+32% +$120K 0.28% 88
2024
Q2 		$341K Buy
5,039
+13
+0.3% +$819 0.31% 80
2024
Q1 		$302K Buy
+5,026
New +$288K 0.27% 87
2023
Q4 		– Sell
-4,716
Closed -$251K – 114
2023
Q3 		$251K Buy
4,716
+6
+0.1% +$319 0.29% 90
2023
Q2 		$247K Buy
4,710
+15
+0.3% +$757 0.27% 93
2023
Q1 		$231K Sell
4,695
-294
-6% -$14K 0.27% 97
2022
Q4 		$236K Buy
4,989
+3
+0.1% +$142 0.28% 96
2022
Q3 		$216K Buy
4,986
+6
+0.1% +$263 0.27% 102
2022
Q2 		$202K Buy
4,980
+9
+0.2% +$415 0.23% 111
2022
Q1 		$256K Buy
+4,971
New +$233K 0.26% 98

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Schrum Private Wealth Management's WMT Position: Q3 2026 in Review

Schrum Private Wealth Management reduced its Walmart Inc (WMT) stake by 2.9% in Q3 2026, selling an estimated $15.4K and leaving 4,749 shares worth $494K. The position accounts for 0.41% of the portfolio, ranked #65.

Schrum Private Wealth Management first reported a position in WMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $589K in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Schrum Private Wealth Management held 4,749 shares of Walmart Inc worth $494K as of Q3 2026.
  • Schrum Private Wealth Management sold 140 Walmart Inc shares in Q3 2026, an estimated $15.4K.
  • Walmart Inc made up 0.41% of Schrum Private Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Schrum Private Wealth Management first reported a position in Walmart Inc in Q1 2022 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's Walmart Inc position peaked at $589K in Q1 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Schrum Private Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.