Steele Capital Management
WMT icon

Steele Capital Management’s Walmart Inc WMT Stock Holding History

Steele Capital 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 		$1.1M Buy
+10,608
New +$1.16M 0.04% 71
2024
Q3 		– Sell
-8,447
Closed -$572K – 174
2024
Q2 		$572K Buy
8,447
+111
+1% +$6.99K 0.03% 95
2024
Q1 		$503K Buy
8,336
+296
+4% +$16.9K 0.03% 99
2023
Q4 		$422K Buy
+8,040
New +$425K 0.03% 107

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

Steele Capital Management's WMT Position: Q3 2026 in Review

Steele Capital Management opened a new position in Walmart Inc (WMT) in Q3 2026: 10,608 shares worth $1.1M. The stake represents 0.04% of the portfolio and ranks #71 among its holdings. This is a return to the name: Steele Capital Management previously reported a position in WMT as recently as Q2 2024.

Steele Capital Management first reported a position in WMT in Q4 2023 and has held it in 4 quarters since. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Steele Capital Management held 10,608 shares of Walmart Inc worth $1.1M as of Q3 2026.
  • Walmart Inc was a new Steele Capital Management position in Q3 2026.
  • Walmart Inc made up 0.04% of Steele Capital Management's portfolio in Q3 2026, its #71 holding.
  • Steele Capital Management first reported a position in Walmart Inc in Q4 2023 and has held it in 4 quarters since.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Steele Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.