James T. Borello RIA
WMT icon

James T. Borello RIA’s Walmart Inc WMT Stock Holding History

James T. Borello RIA’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 		$129K Sell
1,246
-171
-12% -$18.8K 0.03% 148
2026
Q2 		$160K Buy
1,417
+121
+9% +$15K 0.03% 129
2026
Q1 		$161K Buy
1,296
+454
+54% +$55.7K 0.04% 117
2025
Q4 		$93.8K Buy
842
+338
+67% +$36.3K 0.02% 139
2025
Q3 		$51.9K Buy
504
+479
+1,916% +$47.7K 0.01% 157
2025
Q2 		$2.44K Buy
+25
New +$2.38K ﹤0.01% 248

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

James T. Borello RIA's WMT Position: Q3 2026 in Review

James T. Borello RIA reduced its Walmart Inc (WMT) stake by 12% in Q3 2026, selling an estimated $18.8K and leaving 1,246 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #148.

James T. Borello RIA first reported a position in WMT in Q2 2025 and has held it in 6 quarters since. The position peaked at $161K in Q1 2026. 1,796 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • James T. Borello RIA held 1,246 shares of Walmart Inc worth $129K as of Q3 2026.
  • James T. Borello RIA sold 171 Walmart Inc shares in Q3 2026, an estimated $18.8K.
  • Walmart Inc made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #148 holding.
  • James T. Borello RIA first reported a position in Walmart Inc in Q2 2025 and has held it in 6 quarters since.
  • James T. Borello RIA's Walmart Inc position peaked at $161K in Q1 2026.
  • 1,796 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.