Well Done LLC
WMT icon

Well Done LLC’s Walmart Inc WMT Stock Holding History

Well Done 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 		$980K Buy
9,430
+353
+4% +$38.8K 0.13% 86
2026
Q2 		$1.03M Buy
9,077
+74
+0.8% +$9.19K 0.14% 87
2026
Q1 		$1.12M Sell
9,003
-987
-10% -$121K 0.16% 77
2025
Q4 		$1.11M Sell
9,990
-1,008
-9% -$108K 0.17% 74
2025
Q3 		$1.13M Buy
10,998
+397
+4% +$39.5K 0.19% 73
2025
Q2 		$1.04M Buy
10,601
+586
+6% +$55.8K 0.19% 71
2025
Q1 		$905K Buy
10,015
+317
+3% +$29.7K 0.16% 75
2024
Q4 		$783K Hold
9,698
– – 0.14% 83
2024
Q3 		$783K Sell
9,698
-1,119
-10% -$82.2K 0.14% 84
2024
Q2 		$732K Buy
10,817
+381
+4% +$24K 0.15% 86
2024
Q1 		$628K Buy
10,436
+1,184
+13% +$67.7K 0.12% 98
2023
Q4 		$486K Buy
9,252
+459
+5% +$24.3K 0.1% 118
2023
Q3 		$469K Sell
8,793
-24
-0.3% -$1.28K 0.1% 102
2023
Q2 		$462K Sell
8,817
-1,788
-17% -$90.2K 0.1% 103
2023
Q1 		$521K Buy
10,605
+402
+4% +$19.1K 0.11% 93
2022
Q4 		$482K Buy
10,203
+3
+0% +$142 0.1% 106
2022
Q3 		$441K Buy
10,200
+774
+8% +$33.9K 0.11% 98
2022
Q2 		$382K Buy
9,426
+60
+0.6% +$2.77K 0.08% 112
2022
Q1 		$465K Buy
9,366
+171
+2% +$8.03K 0.09% 112
2021
Q4 		$443K Hold
9,195
– – 0.09% 111
2021
Q3 		$427K Buy
9,195
+1,785
+24% +$86K 0.1% 112
2021
Q2 		$348K Sell
7,410
-636
-8% -$29.6K 0.08% 125
2021
Q1 		$364K Buy
8,046
+432
+6% +$20K 0.08% 119
2020
Q4 		$366K Sell
7,614
-84
-1% -$4.08K 0.09% 107
2020
Q3 		$359K Buy
+7,698
New +$342K 0.1% 92
2019
Q1 		– Sell
-780
Closed -$24K – 654
2018
Q4 		$24K Buy
+780
New +$25K 0.01% 332
2018
Q2 		– Sell
-288
Closed -$9K – 521
2018
Q1 		$9K Buy
+288
New +$9.26K ﹤0.01% 460

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

Well Done LLC's WMT Position: Q3 2026 in Review

Well Done LLC increased its Walmart Inc (WMT) stake by 3.9% in Q3 2026, buying an estimated $38.8K and bringing the position to 9,430 shares worth $980K. The position accounts for 0.13% of the portfolio, ranked #86.

Well Done LLC first reported a position in WMT in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.13M in Q3 2025. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Well Done LLC held 9,430 shares of Walmart Inc worth $980K as of Q3 2026.
  • Well Done LLC bought 353 Walmart Inc shares in Q3 2026, an estimated $38.8K.
  • Walmart Inc made up 0.13% of Well Done LLC's portfolio in Q3 2026, its #86 holding.
  • Well Done LLC first reported a position in Walmart Inc in Q1 2018 and has held it in 27 quarters since.
  • Well Done LLC's Walmart Inc position peaked at $1.13M in Q3 2025.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Well Done LLC's 13F filing for Q3 2026, filed 20 Oct 2026.