Towercrest Capital Management
WMT icon

Towercrest Capital Management’s Walmart Inc WMT Stock Holding History

Towercrest Capital 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 		$454K Sell
4,371
-32
-0.7% -$3.51K 0.06% 71
2026
Q2 		$499K Buy
4,403
+50
+1% +$6.21K 0.07% 69
2026
Q1 		$541K Buy
4,353
+197
+5% +$24.2K 0.08% 68
2025
Q4 		$463K Hold
4,156
– – 0.07% 71
2025
Q3 		$428K Buy
4,156
+252
+6% +$25.1K 0.07% 73
2025
Q2 		$382K Hold
3,904
– – 0.07% 71
2025
Q1 		$343K Sell
3,904
-6
-0.2% -$563 0.07% 73
2024
Q4 		$353K Sell
3,910
-100
-2% -$8.68K 0.06% 82
2024
Q3 		$324K Hold
4,010
– – 0.05% 86
2024
Q2 		$272K Hold
4,010
– – 0.04% 97
2024
Q1 		$241K Sell
4,010
-25
-0.6% -$1.43K 0.04% 99
2023
Q4 		$212K Buy
4,035
+78
+2% +$4.13K 0.04% 102
2023
Q3 		$211K Buy
3,957
+6
+0.2% +$319 0.04% 101
2023
Q2 		$207K Buy
+3,951
New +$199K 0.04% 104

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Towercrest Capital Management's WMT Position: Q3 2026 in Review

Towercrest Capital Management reduced its Walmart Inc (WMT) stake by 0.73% in Q3 2026, selling an estimated $3.51K and leaving 4,371 shares worth $454K. The position accounts for 0.06% of the portfolio, ranked #71.

Towercrest Capital Management first reported a position in WMT in Q2 2023 and has held it in 14 quarters since. The position peaked at $541K in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Towercrest Capital Management held 4,371 shares of Walmart Inc worth $454K as of Q3 2026.
  • Towercrest Capital Management sold 32 Walmart Inc shares in Q3 2026, an estimated $3.51K.
  • Walmart Inc made up 0.06% of Towercrest Capital Management's portfolio in Q3 2026, its #71 holding.
  • Towercrest Capital Management first reported a position in Walmart Inc in Q2 2023 and has held it in 14 quarters since.
  • Towercrest Capital Management's Walmart Inc position peaked at $541K in Q1 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.