W Advisors LLC
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W Advisors LLC’s Walmart Inc WMT Stock Holding History

W Advisors LLC’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 		$1.67M Buy
16,037
+375
+2% +$41.2K 0.73% 31
2026
Q2 		$1.77M Buy
15,662
+2,406
+18% +$299K 0.81% 30
2026
Q1 		$1.65M Sell
13,256
-25
-0.2% -$3.07K 0.84% 32
2025
Q4 		$1.48M Sell
13,281
-4
-0% -$429 0.74% 34
2025
Q3 		$1.37M Sell
13,285
-3
-0% -$299 0.72% 34
2025
Q2 		$1.3M Sell
13,288
-153
-1% -$14.6K 0.75% 32
2025
Q1 		$1.18M Buy
13,441
+185
+1% +$17.4K 0.74% 33
2024
Q4 		$1.2M Buy
13,256
+68
+0.5% +$5.9K 0.74% 33
2024
Q3 		$1.06M Buy
13,188
+197
+2% +$14.5K 0.66% 35
2024
Q2 		$880K Buy
12,991
+62
+0.5% +$3.9K 0.58% 41
2024
Q1 		$778K Buy
12,929
+50
+0.4% +$2.86K 0.53% 46
2023
Q4 		$677K Sell
12,879
-2,283
-15% -$121K 0.5% 47
2023
Q3 		$808K Buy
15,162
+312
+2% +$16.6K 0.66% 39
2023
Q2 		$778K Sell
14,850
-3
-0% -$151 0.61% 44
2023
Q1 		$730K Sell
14,853
-147
-1% -$6.98K 0.6% 43
2022
Q4 		$709K Sell
15,000
-405
-3% -$19.2K 0.59% 41
2022
Q3 		$667K Sell
15,405
-15
-0.1% -$657 0.62% 43
2022
Q2 		$625K Buy
15,420
+54
+0.4% +$2.49K 0.54% 47
2022
Q1 		$763K Buy
15,366
+1,101
+8% +$51.7K 0.58% 45
2021
Q4 		$688K Buy
+14,265
New +$681K 0.51% 44

Other funds holding WMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

W Advisors LLC's WMT Position: Q3 2026 in Review

W Advisors LLC increased its Walmart Inc (WMT) stake by 2.4% in Q3 2026, buying an estimated $41.2K and bringing the position to 16,037 shares worth $1.67M. The position accounts for 0.73% of the portfolio, ranked #31.

W Advisors LLC first reported a position in WMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.77M in Q2 2026. 3,422 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • W Advisors LLC held 16,037 shares of Walmart Inc worth $1.67M as of Q3 2026.
  • W Advisors LLC bought 375 Walmart Inc shares in Q3 2026, an estimated $41.2K.
  • Walmart Inc made up 0.73% of W Advisors LLC's portfolio in Q3 2026, its #31 holding.
  • W Advisors LLC first reported a position in Walmart Inc in Q4 2021 and has held it in 20 quarters since.
  • W Advisors LLC's Walmart Inc position peaked at $1.77M in Q2 2026.
  • 3,422 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.