WD Rutherford’s Walmart Inc WMT Stock Holding History

WD Rutherford’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	$3.78M	Buy	36,414 +1,347	+4%	+$148K	1.44%	30
2026 Q2	$3.97M	Buy	35,067 +4,514	+15%	+$560K	1.44%	31
2026 Q1	$3.8M	Buy	30,553 +2,752	+10%	+$338K	1.69%	27
2025 Q4	$3.1M	Buy	27,801 +9,240	+50%	+$992K	1.29%	34
2025 Q3	$1.91M	Buy	18,561 +8,396	+83%	+$836K	0.81%	43
2025 Q2	$994K	Buy	10,165 +3,953	+64%	+$377K	0.46%	51
2025 Q1	$584K	Buy	+6,212	New	+$583K	0.31%	59
2022 Q4	–	Sell	-720	Closed	-$31K	–	138
2022 Q3	$31K	Hold	720	–	–	0.02%	107
2022 Q2	$29K	Buy	+720	New	+$33.2K	0.02%	96

Other funds holding WMT

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

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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

WD Rutherford's WMT Position: Q3 2026 in Review

WD Rutherford increased its Walmart Inc (WMT) stake by 3.8% in Q3 2026, buying an estimated $148K and bringing the position to 36,414 shares worth $3.78M. The position accounts for 1.44% of the portfolio, ranked #30.

WD Rutherford first reported a position in WMT in Q2 2022 and has held it in 9 quarters since. The position peaked at $3.97M in Q2 2026. 2,144 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

WD Rutherford held 36,414 shares of Walmart Inc worth $3.78M as of Q3 2026.
WD Rutherford bought 1,347 Walmart Inc shares in Q3 2026, an estimated $148K.
Walmart Inc made up 1.44% of WD Rutherford's portfolio in Q3 2026, its #30 holding.
WD Rutherford first reported a position in Walmart Inc in Q2 2022 and has held it in 9 quarters since.
WD Rutherford's Walmart Inc position peaked at $3.97M in Q2 2026.
2,144 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.