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Third View Private Wealth’s Walmart Inc WMT Stock Holding History

Third View Private Wealth’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
Q2 		$1.07M Buy
9,461
+419
+5% +$52K 0.13% 125
2026
Q1 		$1.12M Sell
9,042
-1,125
-11% -$138K 0.15% 115
2025
Q4 		$1.13M Buy
+10,167
New +$1.09M 0.15% 121

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Third View Private Wealth's WMT Position: Q2 2026 in Review

Third View Private Wealth increased its Walmart Inc (WMT) stake by 4.6% in Q2 2026, buying an estimated $52K and bringing the position to 9,461 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #125.

Third View Private Wealth first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q4 2025. 2,958 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Third View Private Wealth held 9,461 shares of Walmart Inc worth $1.07M as of Q2 2026.
  • Third View Private Wealth bought 419 Walmart Inc shares in Q2 2026, an estimated $52K.
  • Walmart Inc made up 0.13% of Third View Private Wealth's portfolio in Q2 2026, its #125 holding.
  • Third View Private Wealth first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Walmart Inc position peaked at $1.13M in Q4 2025.
  • 2,958 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.