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Valeo Financial Advisors’s Walmart Inc WMT Stock Holding History

Valeo Financial Advisors’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
2022
Q2 		– Sell
-11,400
Closed -$566K – 659
2022
Q1 		$566K Buy
11,400
+2,700
+31% +$127K 0.03% 304
2021
Q4 		$420K Buy
+8,700
New +$415K 0.02% 350

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Valeo Financial Advisors's WMT Position: Q3 2026 in Review

Valeo Financial Advisors increased its Walmart Inc (WMT) stake by 1.2% in Q3 2026, buying an estimated $149K and bringing the position to 111,921 shares worth $11.6M. The position accounts for 0.25% of the portfolio, ranked #44.

Valeo Financial Advisors first reported a position in WMT in Q3 2017 and has held it in 37 quarters since. The position peaked at $16.2M in Q4 2025. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Valeo Financial Advisors held 111,921 shares of Walmart Inc worth $11.6M as of Q3 2026.
  • Valeo Financial Advisors bought 1,356 Walmart Inc shares in Q3 2026, an estimated $149K.
  • Walmart Inc made up 0.25% of Valeo Financial Advisors's portfolio in Q3 2026, its #44 holding.
  • Valeo Financial Advisors first reported a position in Walmart Inc in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Walmart Inc position peaked at $16.2M in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.