Walker Financial Services
WMT icon

Walker Financial Services’s Walmart Inc WMT Stock Holding History

Walker Financial Services’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 		$1.55M Buy
14,944
+335
+2% +$36.8K 0.45% 22
2026
Q2 		$1.65M Buy
14,609
+6,778
+87% +$841K 0.51% 21
2026
Q1 		$973K Buy
7,831
+16
+0.2% +$1.96K 0.33% 26
2025
Q4 		$871K Sell
7,815
-201
-3% -$21.6K 0.32% 28
2025
Q3 		$826K Buy
8,016
+1
+0% +$100 0.32% 28
2025
Q2 		$784K Buy
8,015
+38
+0.5% +$3.62K 0.36% 21
2025
Q1 		$700K Buy
7,977
+17
+0.2% +$1.6K 0.37% 16
2024
Q4 		$719K Sell
7,960
-114
-1% -$9.9K 0.42% 16
2024
Q3 		$652K Buy
8,074
+166
+2% +$12.2K 0.44% 16
2024
Q2 		$535K Sell
7,908
-910
-10% -$57.3K 0.42% 17
2024
Q1 		$531K Buy
8,818
+31
+0.4% +$1.77K 0.44% 16
2023
Q4 		$462K Buy
8,787
+150
+2% +$7.94K 0.48% 15
2023
Q3 		$460K Sell
8,637
-852
-9% -$45.3K 0.45% 15
2023
Q2 		$497K Buy
9,489
+582
+7% +$29.4K 0.49% 15
2023
Q1 		$438K Hold
8,907
– – 0.45% 17
2022
Q4 		$438K Buy
8,907
+36
+0.4% +$1.71K 0.45% 17
2022
Q3 		$384K Sell
8,871
-51
-0.6% -$2.23K 0.36% 18
2022
Q2 		$362K Sell
8,922
-78
-0.9% -$3.6K 0.35% 21
2022
Q1 		$447K Buy
+9,000
New +$423K 0.41% 19

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Walker Financial Services's WMT Position: Q3 2026 in Review

Walker Financial Services increased its Walmart Inc (WMT) stake by 2.3% in Q3 2026, buying an estimated $36.8K and bringing the position to 14,944 shares worth $1.55M. The position accounts for 0.45% of the portfolio, ranked #22.

Walker Financial Services first reported a position in WMT in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.65M in Q2 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Walker Financial Services held 14,944 shares of Walmart Inc worth $1.55M as of Q3 2026.
  • Walker Financial Services bought 335 Walmart Inc shares in Q3 2026, an estimated $36.8K.
  • Walmart Inc made up 0.45% of Walker Financial Services's portfolio in Q3 2026, its #22 holding.
  • Walker Financial Services first reported a position in Walmart Inc in Q1 2022 and has held it in 19 quarters since.
  • Walker Financial Services's Walmart Inc position peaked at $1.65M in Q2 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Walker Financial Services's 13F filing for Q3 2026, filed 26 Oct 2026.