Seamount Financial Group
WMT icon

Seamount Financial Group’s Walmart Inc WMT Stock Holding History

Seamount Financial Group’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 		$1.24M Buy
11,975
+389
+3% +$42.7K 0.49% 46
2026
Q2 		$1.31M Sell
11,586
-313
-3% -$38.9K 0.53% 42
2026
Q1 		$1.48M Sell
11,899
-306
-3% -$37.6K 0.67% 38
2025
Q4 		$1.36M Sell
12,205
-191
-2% -$20.5K 0.62% 41
2025
Q3 		$1.28M Sell
12,396
-601
-5% -$59.8K 0.6% 40
2025
Q2 		$1.27M Buy
12,997
+1,849
+17% +$176K 0.65% 39
2025
Q1 		$979K Sell
11,148
-20
-0.2% -$1.88K 0.67% 40
2024
Q4 		$1.01M Sell
11,168
-455
-4% -$39.5K 0.7% 36
2024
Q3 		$939K Sell
11,623
-224
-2% -$16.5K 0.71% 37
2024
Q2 		$802K Buy
11,847
+198
+2% +$12.5K 0.65% 44
2024
Q1 		$701K Sell
11,649
-39
-0.3% -$2.23K 0.61% 46
2023
Q4 		$614K Buy
+11,688
New +$618K 0.59% 50

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

Seamount Financial Group's WMT Position: Q3 2026 in Review

Seamount Financial Group increased its Walmart Inc (WMT) stake by 3.4% in Q3 2026, buying an estimated $42.7K and bringing the position to 11,975 shares worth $1.24M. The position accounts for 0.49% of the portfolio, ranked #46.

Seamount Financial Group first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.48M in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Seamount Financial Group held 11,975 shares of Walmart Inc worth $1.24M as of Q3 2026.
  • Seamount Financial Group bought 389 Walmart Inc shares in Q3 2026, an estimated $42.7K.
  • Walmart Inc made up 0.49% of Seamount Financial Group's portfolio in Q3 2026, its #46 holding.
  • Seamount Financial Group first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
  • Seamount Financial Group's Walmart Inc position peaked at $1.48M in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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