Shotwell Rutter Baer’s Walmart Inc WMT Stock Holding History

Shotwell Rutter Baer’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	$566K	Hold	5,449	–	–	0.31%	25
2026 Q2	$617K	Hold	5,449	–	–	0.34%	24
2026 Q1	$677K	Hold	5,449	–	–	0.4%	22
2025 Q4	$616K	Hold	5,449	–	–	0.37%	24
2025 Q3	$561K	Hold	5,449	–	–	0.36%	25
2025 Q2	$536K	Hold	5,449	–	–	0.36%	26
2025 Q1	$453K	Sell	5,449 -50	-0.9%	-$4.69K	0.4%	27
2024 Q4	$511K	Hold	5,499	–	–	0.43%	23
2024 Q3	$445K	Hold	5,499	–	–	0.37%	27
2024 Q2	$384K	Buy	+5,499	New	+$346K	0.34%	28

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $511M AUM 22.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Shotwell Rutter Baer's WMT Position: Q3 2026 in Review

Shotwell Rutter Baer held its Walmart Inc (WMT) position steady in Q3 2026 at 5,449 shares worth $566K. The position accounts for 0.31% of the portfolio, ranked #25.

Shotwell Rutter Baer first reported a position in WMT in Q2 2024 and has held it in 10 quarters since. The position peaked at $677K in Q1 2026. 1,005 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Shotwell Rutter Baer held 5,449 shares of Walmart Inc worth $566K as of Q3 2026.
Shotwell Rutter Baer left its Walmart Inc share count unchanged in Q3 2026.
Walmart Inc made up 0.31% of Shotwell Rutter Baer's portfolio in Q3 2026, its #25 holding.
Shotwell Rutter Baer first reported a position in Walmart Inc in Q2 2024 and has held it in 10 quarters since.
Shotwell Rutter Baer's Walmart Inc position peaked at $677K in Q1 2026.
1,005 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.