Tradition Wealth Management
WMT icon

Tradition Wealth Management’s Walmart Inc WMT Stock Holding History

Tradition 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 		$2.72M Sell
26,200
-391
-1% -$42.9K 0.16% 120
2026
Q2 		$3.01M Buy
26,591
+431
+2% +$53.5K 0.18% 111
2026
Q1 		$3.25M Buy
26,160
+1,398
+6% +$172K 0.23% 91
2025
Q4 		$2.76M Buy
24,762
+233
+0.9% +$25K 0.2% 104
2025
Q3 		$2.53M Buy
24,529
+90
+0.4% +$8.96K 0.19% 109
2025
Q2 		$2.39M Buy
24,439
+352
+1% +$33.5K 0.19% 107
2025
Q1 		$2.11M Buy
24,087
+443
+2% +$41.6K 0.19% 108
2024
Q4 		$2.14M Sell
23,644
-148
-0.6% -$12.8K 0.19% 102
2024
Q3 		$1.92M Buy
23,792
+608
+3% +$44.7K 0.17% 111
2024
Q2 		$1.57M Buy
23,184
+383
+2% +$24.1K 0.15% 120
2024
Q1 		$1.37M Sell
22,801
-263
-1% -$15K 0.14% 125
2023
Q4 		$1.21M Buy
23,064
+735
+3% +$38.9K 0.13% 120
2023
Q3 		$1.19M Sell
22,329
-204
-0.9% -$10.9K 0.14% 112
2023
Q2 		$1.18M Buy
22,533
+732
+3% +$36.9K 0.14% 111
2023
Q1 		$1.07M Buy
21,801
+11,718
+116% +$556K 0.13% 110
2022
Q4 		$477K Buy
10,083
+48
+0.5% +$2.28K 0.07% 164
2022
Q3 		$434K Buy
10,035
+621
+7% +$27.2K 0.07% 169
2022
Q2 		$382K Sell
9,414
-2,370
-20% -$109K 0.06% 186
2022
Q1 		$585K Sell
11,784
-1,731
-13% -$81.3K 0.07% 170
2021
Q4 		$652K Buy
13,515
+3,009
+29% +$144K 0.08% 158
2021
Q3 		$488K Buy
10,506
+555
+6% +$26.7K 0.07% 173
2021
Q2 		$468K Sell
9,951
-252
-2% -$11.7K 0.07% 184
2021
Q1 		$462K Sell
10,203
-1,662
-14% -$77K 0.08% 164
2020
Q4 		$570K Buy
+11,865
New +$576K 0.11% 136

Other funds holding WMT

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
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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

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

Tradition Wealth Management reduced its Walmart Inc (WMT) stake by 1.5% in Q3 2026, selling an estimated $42.9K and leaving 26,200 shares worth $2.72M. The position accounts for 0.16% of the portfolio, ranked #120.

Tradition Wealth Management first reported a position in WMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.25M in Q1 2026. 3,545 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Tradition Wealth Management held 26,200 shares of Walmart Inc worth $2.72M as of Q3 2026.
  • Tradition Wealth Management sold 391 Walmart Inc shares in Q3 2026, an estimated $42.9K.
  • Walmart Inc made up 0.16% of Tradition Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Tradition Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 24 quarters since.
  • Tradition Wealth Management's Walmart Inc position peaked at $3.25M in Q1 2026.
  • 3,545 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.