SWM
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Shelton Wealth Management’s Walmart Inc WMT Stock Holding History

Shelton 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
2025
Q4 		– Sell
-2,000
Closed -$206K – 182
2025
Q3 		$206K Hold
2,000
– – 0.09% 127
2025
Q2 		$196K Buy
+2,000
New +$191K 0.09% 125

Other funds holding WMT

Assenagon Asset Management
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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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Shelton Wealth Management's WMT Position: Q3 2026 in Review

Shelton Wealth Management opened a new position in Walmart Inc (WMT) in Q3 2026: 3,210 shares worth $334K. The stake represents 0.13% of the portfolio and ranks #110 among its holdings. This is a return to the name: Shelton Wealth Management previously reported a position in WMT as recently as Q3 2025.

Shelton Wealth Management first reported a position in WMT in Q2 2025 and has held it in 3 quarters since. 737 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Shelton Wealth Management held 3,210 shares of Walmart Inc worth $334K as of Q3 2026.
  • Walmart Inc was a new Shelton Wealth Management position in Q3 2026.
  • Walmart Inc made up 0.13% of Shelton Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Shelton Wealth Management first reported a position in Walmart Inc in Q2 2025 and has held it in 3 quarters since.
  • 737 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Shelton Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.