Unique Wealth
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Unique Wealth’s Walmart Inc WMT Stock Holding History

Unique Wealth’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 		$546K Buy
5,249
+339
+7% +$37.2K 0.06% 143
2026
Q2 		$556K Buy
4,910
+9
+0.2% +$1.12K 0.06% 139
2026
Q1 		$609K Buy
4,901
+146
+3% +$17.9K 0.08% 109
2025
Q4 		$530K Buy
4,755
+69
+1% +$7.41K 0.07% 121
2025
Q3 		$483K Sell
4,686
-165
-3% -$16.4K 0.07% 118
2025
Q2 		$474K Buy
4,851
+52
+1% +$4.95K 0.08% 119
2025
Q1 		$421K Sell
4,799
-286
-6% -$26.8K 0.08% 112
2024
Q4 		$459K Sell
5,085
-114
-2% -$9.9K 0.1% 91
2024
Q3 		$420K Buy
5,199
+81
+2% +$5.95K 0.1% 84
2024
Q2 		$347K Buy
5,118
+122
+2% +$7.68K 0.09% 70
2024
Q1 		$301K Sell
4,996
-179
-3% -$10.2K 0.08% 76
2023
Q4 		$272K Sell
5,175
-963
-16% -$51K 0.09% 68
2023
Q3 		$327K Sell
6,138
-1,200
-16% -$63.9K 0.14% 66
2023
Q2 		$385K Buy
7,338
+3
+0% +$151 0.17% 47
2023
Q1 		$361K Sell
7,335
-33
-0.4% -$1.57K 0.17% 37
2022
Q4 		$348K Buy
+7,368
New +$350K 0.19% 38

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Unique Wealth's WMT Position: Q3 2026 in Review

Unique Wealth increased its Walmart Inc (WMT) stake by 6.9% in Q3 2026, buying an estimated $37.2K and bringing the position to 5,249 shares worth $546K. The position accounts for 0.06% of the portfolio, ranked #143.

Unique Wealth first reported a position in WMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $609K in Q1 2026. 2,012 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Unique Wealth held 5,249 shares of Walmart Inc worth $546K as of Q3 2026.
  • Unique Wealth bought 339 Walmart Inc shares in Q3 2026, an estimated $37.2K.
  • Walmart Inc made up 0.06% of Unique Wealth's portfolio in Q3 2026, its #143 holding.
  • Unique Wealth first reported a position in Walmart Inc in Q4 2022 and has held it in 16 quarters since.
  • Unique Wealth's Walmart Inc position peaked at $609K in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.