SWMG LLC
WMT icon

SWMG LLC’s Walmart Inc WMT Stock Holding History

SWMG LLC’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 		$511K Buy
4,217
+129
+3% +$14.2K 0.11% 62
2026
Q2 		$465K Buy
4,088
+5
+0.1% +$621 0.11% 64
2026
Q1 		$507K Buy
+4,083
New +$501K 0.14% 66

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

SWMG LLC's WMT Position: Q3 2026 in Review

SWMG LLC increased its Walmart Inc (WMT) stake by 3.2% in Q3 2026, buying an estimated $14.2K and bringing the position to 4,217 shares worth $511K. The position accounts for 0.11% of the portfolio, ranked #62.

SWMG LLC first reported a position in WMT in Q1 2026 and has held it in 3 quarters since. 2,012 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • SWMG LLC held 4,217 shares of Walmart Inc worth $511K as of Q3 2026.
  • SWMG LLC bought 129 Walmart Inc shares in Q3 2026, an estimated $14.2K.
  • Walmart Inc made up 0.11% of SWMG LLC's portfolio in Q3 2026, its #62 holding.
  • SWMG LLC first reported a position in Walmart Inc in Q1 2026 and has held it in 3 quarters since.
  • 2,012 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.