Whelan Financial’s Walmart Inc WMT Stock Holding History

Whelan Financial’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	$651K	Buy	6,269 +596	+11%	+$65.4K	0.17%	50
2026 Q2	$642K	Sell	5,673 -81	-1%	-$10.1K	0.18%	48
2026 Q1	$715K	Buy	5,754 +272	+5%	+$33.4K	0.22%	39
2025 Q4	$611K	Sell	5,482 -119	-2%	-$12.8K	0.19%	42
2025 Q3	$577K	Buy	5,601 +425	+8%	+$42.3K	0.18%	46
2025 Q2	$506K	Buy	5,176 +69	+1%	+$6.57K	0.18%	41
2025 Q1	$448K	Buy	5,107 +768	+18%	+$72K	0.17%	39
2024 Q4	$392K	Buy	4,339 +97	+2%	+$8.42K	0.15%	37
2024 Q3	$343K	Buy	4,242 +175	+4%	+$12.9K	0.14%	34
2024 Q2	$275K	Buy	4,067 +311	+8%	+$19.6K	0.12%	35
2024 Q1	$226K	Buy	+3,756	New	+$215K	0.1%	37

Other funds holding WMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Whelan Financial's WMT Position: Q3 2026 in Review

Whelan Financial increased its Walmart Inc (WMT) stake by 11% in Q3 2026, buying an estimated $65.4K and bringing the position to 6,269 shares worth $651K. The position accounts for 0.17% of the portfolio, ranked #50.

Whelan Financial first reported a position in WMT in Q1 2024 and has held it in 11 quarters since. The position peaked at $715K in Q1 2026. 2,786 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Whelan Financial held 6,269 shares of Walmart Inc worth $651K as of Q3 2026.
Whelan Financial bought 596 Walmart Inc shares in Q3 2026, an estimated $65.4K.
Walmart Inc made up 0.17% of Whelan Financial's portfolio in Q3 2026, its #50 holding.
Whelan Financial first reported a position in Walmart Inc in Q1 2024 and has held it in 11 quarters since.
Whelan Financial's Walmart Inc position peaked at $715K in Q1 2026.
2,786 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.