Valued Wealth Advisors’s Walmart Inc WMT Stock Holding History

Valued Wealth 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
2026 Q3	$149K	Sell	1,437 -4	-0.3%	-$439	0.05%	61
2026 Q2	$163K	Sell	1,441 -34	-2%	-$4.22K	0.06%	54
2026 Q1	$184K	Buy	1,475 +189	+15%	+$23.2K	0.07%	48
2025 Q4	$143K	Buy	1,286 +31	+2%	+$3.33K	0.06%	49
2025 Q3	$129K	Buy	1,255 +19	+2%	+$1.89K	0.06%	52
2025 Q2	$121K	Sell	1,236 -24	-2%	-$2.29K	0.06%	53
2025 Q1	$111K	Sell	1,260 -49	-4%	-$4.6K	0.07%	56
2024 Q4	$119K	Buy	1,309 +181	+16%	+$15.7K	0.07%	52
2024 Q3	$91.1K	Buy	1,128 +214	+23%	+$15.7K	0.06%	52
2024 Q2	$61.9K	Buy	914 +103	+13%	+$6.49K	0.04%	61
2024 Q1	$48.9K	Buy	811 +640	+374%	+$36.6K	0.03%	70
2023 Q4	$9.12K	Buy	+171	New	+$9.05K	0.01%	132

Other funds holding WMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Valued Wealth Advisors's WMT Position: Q3 2026 in Review

Valued Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.28% in Q3 2026, selling an estimated $439 and leaving 1,437 shares worth $149K. The position accounts for 0.05% of the portfolio, ranked #61.

Valued Wealth Advisors first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $184K in Q1 2026. 2,735 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Valued Wealth Advisors held 1,437 shares of Walmart Inc worth $149K as of Q3 2026.
Valued Wealth Advisors sold 4 Walmart Inc shares in Q3 2026, an estimated $439.
Walmart Inc made up 0.05% of Valued Wealth Advisors's portfolio in Q3 2026, its #61 holding.
Valued Wealth Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
Valued Wealth Advisors's Walmart Inc position peaked at $184K in Q1 2026.
2,735 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.