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Whalen Wealth Management’s Walmart Inc WMT Stock Holding History

Whalen Wealth Management’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 		$3.84M Buy
36,948
+471
+1% +$51.7K 1.64% 11
2026
Q2 		$4.13M Buy
36,477
+28,757
+373% +$3.57M 1.86% 9
2026
Q1 		$959K Sell
7,720
-268
-3% -$32.9K 0.51% 49
2025
Q4 		$890K Buy
+7,988
New +$858K 0.48% 56

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Whalen Wealth Management's WMT Position: Q3 2026 in Review

Whalen Wealth Management increased its Walmart Inc (WMT) stake by 1.3% in Q3 2026, buying an estimated $51.7K and bringing the position to 36,948 shares worth $3.84M. The position accounts for 1.64% of the portfolio, ranked #11.

Whalen Wealth Management first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.13M in Q2 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Whalen Wealth Management held 36,948 shares of Walmart Inc worth $3.84M as of Q3 2026.
  • Whalen Wealth Management bought 471 Walmart Inc shares in Q3 2026, an estimated $51.7K.
  • Walmart Inc made up 1.64% of Whalen Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Whalen Wealth Management first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's Walmart Inc position peaked at $4.13M in Q2 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.