Tower View Wealth Management
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Tower View Wealth Management’s Walmart Inc WMT Stock Holding History

Tower View 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 		$1.18M Sell
11,393
-425
-4% -$46.7K 0.51% 43
2026
Q2 		$1.34M Buy
11,818
+411
+4% +$51K 0.59% 41
2026
Q1 		$1.42M Buy
11,407
+2,266
+25% +$278K 0.73% 40
2025
Q4 		$1.02M Buy
9,141
+7,899
+636% +$848K 0.5% 44
2025
Q3 		$128K Sell
1,242
-143
-10% -$14.2K 0.07% 64
2025
Q2 		$135K Buy
1,385
+7
+0.5% +$667 0.07% 73
2025
Q1 		$121K Buy
1,378
+3
+0.2% +$281 0.07% 59
2024
Q4 		$124K Hold
1,375
– – 0.07% 65
2024
Q3 		$111K Hold
1,375
– – 0.06% 67
2024
Q2 		$93.1K Sell
1,375
-1
-0.1% -$63 0.05% 67
2024
Q1 		$82.8K Sell
1,376
-28
-2% -$1.6K 0.05% 73
2023
Q4 		$74K Hold
1,404
– – 0.05% 70
2023
Q3 		$75K Buy
1,404
+1,260
+875% +$67K 0.05% 68
2023
Q2 		$8K Buy
+144
New +$7.26K 0.01% 128
2022
Q2 		– Sell
-65,088
Closed -$3.23M – 202
2022
Q1 		$3.23M Sell
65,088
-1,134
-2% -$53.2K 1.74% 26
2021
Q4 		$3.19M Sell
66,222
-708
-1% -$33.8K 1.63% 29
2021
Q3 		$3.11M Buy
66,930
+444
+0.7% +$21.4K 1.73% 28
2021
Q2 		$3.12M Buy
66,486
+1,350
+2% +$62.9K 1.58% 30
2021
Q1 		$2.95M Buy
65,136
+3,834
+6% +$178K 1.61% 28
2020
Q4 		$2.95M Buy
61,302
+2,091
+4% +$102K 1.67% 28
2020
Q3 		$2.76M Buy
59,211
+5,718
+11% +$254K 1.8% 26
2020
Q2 		$2.14M Buy
53,493
+12,633
+31% +$520K 1.56% 31
2020
Q1 		$1.55M Buy
40,860
+36,840
+916% +$1.42M 1.4% 36
2019
Q4 		$159K Buy
4,020
+2,445
+155% +$97.1K 0.12% 66
2019
Q3 		$62K Buy
+1,575
New +$59.4K 0.05% 78
2018
Q1 		– Sell
-60
Closed -$2K – 149
2017
Q4 		$2K Buy
+60
New +$1.84K ﹤0.01% 140

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

Tower View Wealth Management's WMT Position: Q3 2026 in Review

Tower View Wealth Management reduced its Walmart Inc (WMT) stake by 3.6% in Q3 2026, selling an estimated $46.7K and leaving 11,393 shares worth $1.18M. The position accounts for 0.51% of the portfolio, ranked #43.

Tower View Wealth Management first reported a position in WMT in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.23M in Q1 2022. 1,439 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Tower View Wealth Management held 11,393 shares of Walmart Inc worth $1.18M as of Q3 2026.
  • Tower View Wealth Management sold 425 Walmart Inc shares in Q3 2026, an estimated $46.7K.
  • Walmart Inc made up 0.51% of Tower View Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Tower View Wealth Management first reported a position in Walmart Inc in Q4 2017 and has held it in 26 quarters since.
  • Tower View Wealth Management's Walmart Inc position peaked at $3.23M in Q1 2022.
  • 1,439 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.