Third View Private Wealth
WMT icon

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
Q3 		$963K Sell
9,271
-190
-2% -$20.9K 0.11% 130
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Third View Private Wealth's WMT Position: Q3 2026 in Review

Third View Private Wealth reduced its Walmart Inc (WMT) stake by 2% in Q3 2026, selling an estimated $20.9K and leaving 9,271 shares worth $963K. The position accounts for 0.11% of the portfolio, ranked #130.

Third View Private Wealth first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q4 2025. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Third View Private Wealth held 9,271 shares of Walmart Inc worth $963K as of Q3 2026.
  • Third View Private Wealth sold 190 Walmart Inc shares in Q3 2026, an estimated $20.9K.
  • Walmart Inc made up 0.11% of Third View Private Wealth's portfolio in Q3 2026, its #130 holding.
  • Third View Private Wealth first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Walmart Inc position peaked at $1.13M in Q4 2025.
  • 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.