Wiser Wealth Management’s Walmart Inc WMT Stock Holding History

Wiser 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	$515K	Sell	4,952 -70	-1%	-$7.68K	0.09%	47
2026 Q2	$569K	Buy	5,022 +168	+3%	+$20.9K	0.11%	44
2026 Q1	$603K	Buy	4,854 +119	+3%	+$14.6K	0.13%	35
2025 Q4	$528K	Buy	4,735 +131	+3%	+$14.1K	0.12%	37
2025 Q3	$474K	Sell	4,604 -1,260	-21%	-$125K	0.11%	39
2025 Q2	$573K	Buy	5,864 +2,533	+76%	+$241K	0.14%	30
2025 Q1	$292K	Buy	3,331 +21	+0.6%	+$1.97K	0.08%	38
2024 Q4	$299K	Buy	3,310 +249	+8%	+$21.6K	0.08%	38
2024 Q3	$247K	Buy	+3,061	New	+$225K	0.07%	41

Other funds holding WMT

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

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

Wiser Wealth Management reduced its Walmart Inc (WMT) stake by 1.4% in Q3 2026, selling an estimated $7.68K and leaving 4,952 shares worth $515K. The position accounts for 0.09% of the portfolio, ranked #47.

Wiser Wealth Management first reported a position in WMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $603K in Q1 2026. 1,560 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Wiser Wealth Management held 4,952 shares of Walmart Inc worth $515K as of Q3 2026.
Wiser Wealth Management sold 70 Walmart Inc shares in Q3 2026, an estimated $7.68K.
Walmart Inc made up 0.09% of Wiser Wealth Management's portfolio in Q3 2026, its #47 holding.
Wiser Wealth Management first reported a position in Walmart Inc in Q3 2024 and has held it in 9 quarters since.
Wiser Wealth Management's Walmart Inc position peaked at $603K in Q1 2026.
1,560 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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