Wealth Quarterback
WMT icon

Wealth Quarterback’s Walmart Inc WMT Stock Holding History

Wealth Quarterback’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 		$1.7M Buy
16,316
+747
+5% +$82K 0.52% 37
2026
Q2 		$1.76M Sell
15,569
-267
-2% -$33.1K 0.54% 38
2026
Q1 		$1.97M Sell
15,836
-3,356
-17% -$412K 0.77% 28
2025
Q4 		$2.14M Buy
19,192
+69
+0.4% +$7.41K 0.77% 23
2025
Q3 		$1.97M Sell
19,123
-797
-4% -$79.3K 0.76% 29
2025
Q2 		$1.95M Buy
19,920
+91
+0.5% +$8.67K 0.92% 24
2025
Q1 		$1.74M Buy
19,829
+82
+0.4% +$7.69K 0.98% 22
2024
Q4 		$1.78M Buy
19,747
+258
+1% +$22.4K 0.84% 22
2024
Q3 		$1.57M Sell
19,489
-105
-0.5% -$7.71K 0.82% 23
2024
Q2 		$1.33M Sell
19,594
-378
-2% -$23.8K 0.75% 23
2024
Q1 		$1.2M Buy
19,972
+286
+1% +$16.4K 0.67% 28
2023
Q4 		$1.03M Sell
19,686
-984
-5% -$52.1K 0.63% 28
2023
Q3 		$1.1M Sell
20,670
-2,121
-9% -$113K 0.95% 24
2023
Q2 		$1.19M Sell
22,791
-30
-0.1% -$1.51K 0.83% 20
2023
Q1 		$1.12M Sell
22,821
-48
-0.2% -$2.28K 0.95% 19
2022
Q4 		$1.08M Sell
22,869
-801
-3% -$38K 0.9% 23
2022
Q3 		$1.02M Buy
23,670
+627
+3% +$27.5K 1.09% 21
2022
Q2 		$934K Buy
+23,043
New +$1.06M 0.73% 26
2021
Q3 		$1.09M Buy
132,702
+107,295
+422% +$5.17M 0.72% 27
2021
Q2 		$1.2M Buy
+25,407
New +$1.18M 0.73% 25
2020
Q4 		$1.12M Sell
23,400
-7,230
-24% -$351K 0.93% 27
2020
Q3 		$1.22M Hold
30,630
– – 1.12% 24
2020
Q2 		$1.22M Buy
30,630
+4,212
+16% +$173K 1.12% 24
2020
Q1 		$996K Sell
26,418
-37,179
-58% -$1.43M 0.91% 28
2019
Q4 		$870K Buy
+63,597
New +$2.53M 0.76% 29

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Wealth Quarterback's WMT Position: Q3 2026 in Review

Wealth Quarterback increased its Walmart Inc (WMT) stake by 4.8% in Q3 2026, buying an estimated $82K and bringing the position to 16,316 shares worth $1.7M. The position accounts for 0.52% of the portfolio, ranked #37.

Wealth Quarterback first reported a position in WMT in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.14M in Q4 2025. 1,510 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Wealth Quarterback held 16,316 shares of Walmart Inc worth $1.7M as of Q3 2026.
  • Wealth Quarterback bought 747 Walmart Inc shares in Q3 2026, an estimated $82K.
  • Walmart Inc made up 0.52% of Wealth Quarterback's portfolio in Q3 2026, its #37 holding.
  • Wealth Quarterback first reported a position in Walmart Inc in Q4 2019 and has held it in 25 quarters since.
  • Wealth Quarterback's Walmart Inc position peaked at $2.14M in Q4 2025.
  • 1,510 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.