Whitaker-Myers Wealth Managers’s Walmart Inc WMT Stock Holding History

Whitaker-Myers Wealth Managers’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	$1.89M	Sell	18,186 -2,287	-11%	-$251K	0.31%	46
2026 Q2	$2.32M	Buy	20,473 +3,014	+17%	+$374K	0.39%	44
2026 Q1	$2.17M	Buy	17,459 +1,900	+12%	+$233K	0.43%	35
2025 Q4	$1.73M	Buy	15,559 +6,154	+65%	+$661K	0.36%	35
2025 Q3	$969K	Buy	+9,405	New	+$936K	0.21%	56
2025 Q1	–	Sell	-4,993	Closed	-$451K	–	144
2024 Q4	$451K	Buy	+4,993	New	+$433K	0.13%	66

Other funds holding WMT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Whitaker-Myers Wealth Managers's WMT Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Walmart Inc (WMT) stake by 11% in Q3 2026, selling an estimated $251K and leaving 18,186 shares worth $1.89M. The position accounts for 0.31% of the portfolio, ranked #46.

Whitaker-Myers Wealth Managers first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.32M in Q2 2026. 691 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Whitaker-Myers Wealth Managers held 18,186 shares of Walmart Inc worth $1.89M as of Q3 2026.
Whitaker-Myers Wealth Managers sold 2,287 Walmart Inc shares in Q3 2026, an estimated $251K.
Walmart Inc made up 0.31% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #46 holding.
Whitaker-Myers Wealth Managers first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
Whitaker-Myers Wealth Managers's Walmart Inc position peaked at $2.32M in Q2 2026.
691 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.