Ullmann Wealth Partners Group’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.71M | Buy |
16,445
+543
| +3% | +$59.6K | 0.15% | 60 |
|
|
2026
Q2 | $1.8M | Buy |
15,902
+193
| +1% | +$24K | 0.16% | 58 |
|
|
2026
Q1 | $1.95M | Buy |
15,709
+414
| +3% | +$50.8K | 0.2% | 49 |
|
|
2025
Q4 | $1.55M | Hold |
15,295
| – | – | 0.16% | 58 |
|
|
2025
Q3 | $1.58M | Buy |
15,295
+135
| +0.9% | +$13.4K | 0.17% | 55 |
|
|
2025
Q2 | $1.48M | Sell |
15,160
-105
| -0.7% | -$10K | 0.18% | 56 |
|
|
2025
Q1 | $1.34M | Buy |
15,265
+424
| +3% | +$39.8K | 0.18% | 50 |
|
|
2024
Q4 | $1.34M | Buy |
14,841
+1,805
| +14% | +$157K | 0.17% | 48 |
|
|
2024
Q3 | $1.05M | Buy |
13,036
+147
| +1% | +$10.8K | 0.14% | 56 |
|
|
2024
Q2 | $873K | Buy |
12,889
+552
| +4% | +$34.8K | 0.12% | 53 |
|
|
2024
Q1 | $742K | Buy |
12,337
+598
| +5% | +$34.2K | 0.11% | 58 |
|
|
2023
Q4 | $617K | Buy |
11,739
+555
| +5% | +$29.4K | 0.1% | 57 |
|
|
2023
Q3 | $596K | Buy |
11,184
+321
| +3% | +$17.1K | 0.11% | 54 |
|
|
2023
Q2 | $569K | Buy |
10,863
+216
| +2% | +$10.9K | 0.11% | 55 |
|
|
2023
Q1 | $523K | Buy |
10,647
+408
| +4% | +$19.4K | 0.12% | 52 |
|
|
2022
Q4 | $484K | Buy |
10,239
+726
| +8% | +$34.5K | 0.12% | 50 |
|
|
2022
Q3 | $411K | Buy |
9,513
+189
| +2% | +$8.28K | 0.11% | 52 |
|
|
2022
Q2 | $378K | Buy |
9,324
+75
| +0.8% | +$3.46K | 0.1% | 58 |
|
|
2022
Q1 | $459K | Buy |
9,249
+2,400
| +35% | +$113K | 0.12% | 52 |
|
|
2021
Q4 | $330K | Hold |
6,849
| – | – | 0.09% | 67 |
|
|
2021
Q3 | $318K | Sell |
6,849
-3
| -0% | -$145 | 0.13% | 61 |
|
|
2021
Q2 | $322K | Buy |
6,852
+78
| +1% | +$3.63K | 0.13% | 61 |
|
|
2021
Q1 | $307K | Hold |
6,774
| – | – | 0.14% | 59 |
|
|
2020
Q4 | $325K | Hold |
6,774
| – | – | 0.16% | 54 |
|
|
2020
Q3 | $316K | Hold |
6,774
| – | – | 0.18% | 53 |
|
|
2020
Q2 | $270K | Hold |
6,774
| – | – | 0.17% | 55 |
|
|
2020
Q1 | $256K | Hold |
6,774
| – | – | 0.19% | 44 |
|
|
2019
Q4 | $268K | Hold |
6,774
| – | – | 0.16% | 53 |
|
|
2019
Q3 | $268K | Sell |
6,774
-156
| -2% | -$5.89K | 0.17% | 51 |
|
|
2019
Q2 | $255K | Hold |
6,930
| – | – | 0.16% | 56 |
|
|
2019
Q1 | $225K | Hold |
6,930
| – | – | 0.14% | 60 |
|
|
2018
Q4 | $215K | Hold |
6,930
| – | – | 0.16% | 54 |
|
|
2018
Q3 | $216K | Buy |
+6,930
| New | +$212K | 0.14% | 56 |
|
|
2017
Q4 | – | Sell |
-10,521
| Closed | -$252K | – | 60 |
|
|
2017
Q3 | $252K | Buy |
10,521
+342
| +3% | +$8.97K | 0.25% | 42 |
|
|
2017
Q2 | $256K | Hold |
10,179
| – | – | 0.18% | 48 |
|
|
2017
Q1 | $244K | Hold |
10,179
| – | – | 0.2% | 43 |
|
|
2016
Q4 | $225K | Buy |
+10,179
| New | +$238K | 0.21% | 43 |
|
Other funds holding WMT
Ullmann Wealth Partners Group's WMT Position: Q3 2026 in Review
Ullmann Wealth Partners Group increased its Walmart Inc (WMT) stake by 3.4% in Q3 2026, buying an estimated $59.6K and bringing the position to 16,445 shares worth $1.71M. The position accounts for 0.15% of the portfolio, ranked #60.
Ullmann Wealth Partners Group first reported a position in WMT in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.95M in Q1 2026. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.
- Ullmann Wealth Partners Group held 16,445 shares of Walmart Inc worth $1.71M as of Q3 2026.
- Ullmann Wealth Partners Group bought 543 Walmart Inc shares in Q3 2026, an estimated $59.6K.
- Walmart Inc made up 0.15% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #60 holding.
- Ullmann Wealth Partners Group first reported a position in Walmart Inc in Q4 2016 and has held it in 37 quarters since.
- Ullmann Wealth Partners Group's Walmart Inc position peaked at $1.95M in Q1 2026.
- 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.
Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.