Strata Wealth Advisors’s Walmart Inc WMT Stock Holding History

Strata Wealth 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	$323K	Buy	3,104 +304	+11%	+$33.4K	0.08%	72
2026 Q2	$317K	Buy	2,800 +146	+6%	+$18.1K	0.08%	76
2026 Q1	$330K	Buy	2,654 +65	+3%	+$7.98K	0.09%	66
2025 Q4	$288K	Sell	2,589 -1,756	-40%	-$189K	0.08%	75
2025 Q3	$448K	Buy	4,345 +1,237	+40%	+$123K	0.12%	59
2025 Q2	$304K	Sell	3,108 -103	-3%	-$9.8K	0.08%	64
2025 Q1	$282K	Sell	3,211 -381	-11%	-$35.7K	0.09%	62
2024 Q4	$325K	Buy	3,592 +29	+0.8%	+$2.52K	0.1%	61
2024 Q3	$288K	Buy	3,563 +105	+3%	+$7.71K	0.09%	60
2024 Q2	$234K	Buy	+3,458	New	+$218K	0.08%	68
2023 Q1	–	Sell	-5,592	Closed	-$264K	–	57
2022 Q4	$264K	Buy	+5,592	New	+$266K	0.15%	44

Other funds holding WMT

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Strata Wealth Advisors's WMT Position: Q3 2026 in Review

Strata Wealth Advisors increased its Walmart Inc (WMT) stake by 11% in Q3 2026, buying an estimated $33.4K and bringing the position to 3,104 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #72.

Strata Wealth Advisors first reported a position in WMT in Q4 2022 and has held it in 11 quarters since. The position peaked at $448K in Q3 2025. 3,369 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Strata Wealth Advisors held 3,104 shares of Walmart Inc worth $323K as of Q3 2026.
Strata Wealth Advisors bought 304 Walmart Inc shares in Q3 2026, an estimated $33.4K.
Walmart Inc made up 0.08% of Strata Wealth Advisors's portfolio in Q3 2026, its #72 holding.
Strata Wealth Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 11 quarters since.
Strata Wealth Advisors's Walmart Inc position peaked at $448K in Q3 2025.
3,369 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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