Vista Investment Partners’s Walmart Inc WMT Stock Holding History

Vista Investment Partners’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	$3.81M	Buy	36,675 +16,546	+82%	+$1.82M	0.99%	39
2026 Q2	$2.28M	Sell	20,129 -67	-0.3%	-$8.32K	0.57%	57
2026 Q1	$2.51M	Buy	20,196 +434	+2%	+$53.3K	0.66%	55
2025 Q4	$2.2M	Sell	19,762 -157	-0.8%	-$16.9K	0.58%	58
2025 Q3	$2.05M	Sell	19,919 -33	-0.2%	-$3.29K	0.57%	54
2025 Q2	$1.95M	Sell	19,952 -74	-0.4%	-$7.05K	0.56%	60
2025 Q1	$1.76M	Sell	20,026 -9,529	-32%	-$894K	0.54%	60
2024 Q4	$2.67M	Sell	29,555 -392	-1%	-$34K	0.83%	46
2024 Q3	$2.42M	Sell	29,947 -1,072	-3%	-$78.7K	0.77%	48
2024 Q2	$2.1M	Buy	31,019 +612	+2%	+$38.5K	0.7%	47
2024 Q1	$1.83M	Buy	30,407 +116	+0.4%	+$6.64K	0.62%	50
2023 Q4	$1.59M	Buy	+30,291	New	+$1.6M	0.58%	55

Other funds holding WMT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Vista Investment Partners's WMT Position: Q3 2026 in Review

Vista Investment Partners increased its Walmart Inc (WMT) stake by 82% in Q3 2026, buying an estimated $1.82M and bringing the position to 36,675 shares worth $3.81M. The position accounts for 0.99% of the portfolio, ranked #39.

Vista Investment Partners first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. 682 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Vista Investment Partners held 36,675 shares of Walmart Inc worth $3.81M as of Q3 2026.
Vista Investment Partners bought 16,546 Walmart Inc shares in Q3 2026, an estimated $1.82M.
Walmart Inc made up 0.99% of Vista Investment Partners's portfolio in Q3 2026, its #39 holding.
Vista Investment Partners first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
682 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.