Thrive Wealth Management
WMT icon

Thrive Wealth Management’s Walmart Inc WMT Stock Holding History

Thrive Wealth Management’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 		$706K Sell
6,798
-96
-1% -$10.5K 0.09% 105
2026
Q2 		$781K Buy
6,894
+343
+5% +$42.6K 0.1% 99
2026
Q1 		$814K Buy
6,551
+451
+7% +$55.4K 0.12% 89
2025
Q4 		$680K Sell
6,100
-39
-0.6% -$4.19K 0.1% 105
2025
Q3 		$633K Sell
6,139
-224
-4% -$22.3K 0.1% 111
2025
Q2 		$622K Buy
6,363
+304
+5% +$29K 0.1% 107
2025
Q1 		$532K Sell
6,059
-582
-9% -$54.6K 0.1% 110
2024
Q4 		$600K Sell
6,641
-155
-2% -$13.4K 0.11% 103
2024
Q3 		$549K Sell
6,796
-180
-3% -$13.2K 0.1% 105
2024
Q2 		$472K Sell
6,976
-15
-0.2% -$945 0.09% 110
2024
Q1 		$421K Buy
6,991
+1,162
+20% +$66.5K 0.09% 124
2023
Q4 		$306K Sell
5,829
-264
-4% -$14K 0.07% 144
2023
Q3 		$325K Buy
6,093
+369
+6% +$19.6K 0.09% 122
2023
Q2 		$300K Buy
5,724
+318
+6% +$16K 0.08% 134
2023
Q1 		$266K Buy
5,406
+945
+21% +$44.9K 0.07% 138
2022
Q4 		$211K Buy
+4,461
New +$212K 0.06% 148

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Thrive Wealth Management's WMT Position: Q3 2026 in Review

Thrive Wealth Management reduced its Walmart Inc (WMT) stake by 1.4% in Q3 2026, selling an estimated $10.5K and leaving 6,798 shares worth $706K. The position accounts for 0.09% of the portfolio, ranked #105.

Thrive Wealth Management first reported a position in WMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $814K in Q1 2026. 1,315 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Thrive Wealth Management held 6,798 shares of Walmart Inc worth $706K as of Q3 2026.
  • Thrive Wealth Management sold 96 Walmart Inc shares in Q3 2026, an estimated $10.5K.
  • Walmart Inc made up 0.09% of Thrive Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Thrive Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 16 quarters since.
  • Thrive Wealth Management's Walmart Inc position peaked at $814K in Q1 2026.
  • 1,315 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.