Stewardship Advisors’s Walmart Inc WMT Stock Holding History

Stewardship Advisors’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	$489K	Sell	4,702 -129	-3%	-$14.2K	0.1%	98
2026 Q2	$547K	Buy	4,831 +249	+5%	+$30.9K	0.11%	92
2026 Q1	$569K	Buy	4,582 +17	+0.4%	+$2.09K	0.13%	80
2025 Q4	$509K	Buy	4,565 +147	+3%	+$15.8K	0.12%	87
2025 Q3	$455K	Buy	4,418 +78	+2%	+$7.76K	0.11%	92
2025 Q2	$424K	Sell	4,340 -90	-2%	-$8.58K	0.11%	90
2025 Q1	$389K	Sell	4,430 -25	-0.6%	-$2.34K	0.11%	94
2024 Q4	$403K	Buy	4,455 +569	+15%	+$49.4K	0.11%	100
2024 Q3	$314K	Buy	+3,886	New	+$285K	0.09%	99

Other funds holding WMT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Stewardship Advisors's WMT Position: Q3 2026 in Review

Stewardship Advisors reduced its Walmart Inc (WMT) stake by 2.7% in Q3 2026, selling an estimated $14.2K and leaving 4,702 shares worth $489K. The position accounts for 0.1% of the portfolio, ranked #98.

Stewardship Advisors first reported a position in WMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $569K in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Stewardship Advisors held 4,702 shares of Walmart Inc worth $489K as of Q3 2026.
Stewardship Advisors sold 129 Walmart Inc shares in Q3 2026, an estimated $14.2K.
Walmart Inc made up 0.1% of Stewardship Advisors's portfolio in Q3 2026, its #98 holding.
Stewardship Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 9 quarters since.
Stewardship Advisors's Walmart Inc position peaked at $569K in Q1 2026.
3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.