The Wealth Group’s Walmart Inc WMT Stock Holding History

The Wealth Group’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	$474K	Hold	4,547	–	–	0.09%	62
2026 Q2	$515K	Buy	4,547 +268	+6%	+$33.3K	0.1%	59
2026 Q1	$532K	Hold	4,279	–	–	0.12%	52
2025 Q4	$477K	Sell	4,279 -376	-8%	-$40.4K	0.11%	56
2025 Q3	$480K	Buy	4,655 +60	+1%	+$5.97K	0.11%	54
2025 Q2	$449K	Hold	4,595	–	–	0.11%	52
2025 Q1	$403K	Buy	4,595 +200	+5%	+$18.8K	0.12%	44
2024 Q4	$397K	Hold	4,395	–	–	0.11%	40
2024 Q3	$355K	Sell	4,395 -300	-6%	-$22K	0.1%	43
2024 Q2	$318K	Sell	4,695 -9	-0.2%	-$567	0.1%	45
2024 Q1	$284K	Sell	4,704 -756	-14%	-$43.3K	0.09%	48
2023 Q4	$309K	Buy	+5,460	New	+$289K	0.1%	44

Other funds holding WMT

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

The Wealth Group's WMT Position: Q3 2026 in Review

The Wealth Group held its Walmart Inc (WMT) position steady in Q3 2026 at 4,547 shares worth $474K. The position accounts for 0.09% of the portfolio, ranked #62.

The Wealth Group first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $532K in Q1 2026. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

The Wealth Group held 4,547 shares of Walmart Inc worth $474K as of Q3 2026.
The Wealth Group left its Walmart Inc share count unchanged in Q3 2026.
Walmart Inc made up 0.09% of The Wealth Group's portfolio in Q3 2026, its #62 holding.
The Wealth Group first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
The Wealth Group's Walmart Inc position peaked at $532K in Q1 2026.
2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.