West Wealth Group
WMT icon

West Wealth Group’s Walmart Inc WMT Stock Holding History

West Wealth Group’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 		$736K Sell
7,083
-17
-0.2% -$1.87K 0.11% 61
2026
Q2 		$804K Buy
7,100
+347
+5% +$43.1K 0.13% 55
2026
Q1 		$839K Buy
6,753
+832
+14% +$102K 0.17% 44
2025
Q4 		$660K Buy
5,921
+134
+2% +$14.4K 0.14% 54
2025
Q3 		$631K Buy
5,787
+552
+11% +$55K 0.14% 52
2025
Q2 		$541K Buy
5,235
+6
+0.1% +$572 0.13% 51
2025
Q1 		$465K Buy
5,229
+249
+5% +$23.4K 0.14% 54
2024
Q4 		$450K Buy
4,980
+288
+6% +$25K 0.13% 51
2024
Q3 		$379K Buy
4,692
+46
+1% +$3.38K 0.12% 54
2024
Q2 		$315K Buy
4,646
+206
+5% +$13K 0.11% 63
2024
Q1 		$267K Buy
4,440
+9
+0.2% +$515 0.1% 68
2023
Q4 		$233K Sell
4,431
-681
-13% -$36K 0.09% 73
2023
Q3 		$273K Buy
5,112
+108
+2% +$5.75K 0.12% 59
2023
Q2 		$262K Buy
5,004
+189
+4% +$9.5K 0.11% 56
2023
Q1 		$237K Sell
4,815
-192
-4% -$9.11K 0.11% 56
2022
Q4 		$237K Sell
5,007
-294
-6% -$14K 0.12% 57
2022
Q3 		$229K Sell
5,301
-429
-7% -$18.8K 0.12% 52
2022
Q2 		$232K Buy
5,730
+594
+12% +$27.4K 0.11% 59
2022
Q1 		$254K Buy
5,136
+39
+0.8% +$1.83K 0.1% 53
2021
Q4 		$245K Buy
+5,097
New +$243K 0.09% 51

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

West Wealth Group's WMT Position: Q3 2026 in Review

West Wealth Group reduced its Walmart Inc (WMT) stake by 0.24% in Q3 2026, selling an estimated $1.87K and leaving 7,083 shares worth $736K. The position accounts for 0.11% of the portfolio, ranked #61.

West Wealth Group first reported a position in WMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $839K in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • West Wealth Group held 7,083 shares of Walmart Inc worth $736K as of Q3 2026.
  • West Wealth Group sold 17 Walmart Inc shares in Q3 2026, an estimated $1.87K.
  • Walmart Inc made up 0.11% of West Wealth Group's portfolio in Q3 2026, its #61 holding.
  • West Wealth Group first reported a position in Walmart Inc in Q4 2021 and has held it in 20 quarters since.
  • West Wealth Group's Walmart Inc position peaked at $839K in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.