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Yoder Wealth Management’s Walmart Inc WMT Stock Holding History

Yoder 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 		$329K Buy
3,164
+228
+8% +$25K 0.12% 95
2026
Q2 		$333K Buy
2,936
+187
+7% +$23.2K 0.13% 96
2026
Q1 		$342K Buy
2,749
+188
+7% +$23.1K 0.16% 85
2025
Q4 		$285K Buy
2,561
+280
+12% +$30.1K 0.13% 97
2025
Q3 		$235K Buy
+2,281
New +$227K 0.11% 106

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

Yoder Wealth Management increased its Walmart Inc (WMT) stake by 7.8% in Q3 2026, buying an estimated $25K and bringing the position to 3,164 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #95.

Yoder Wealth Management first reported a position in WMT in Q3 2025 and has held it in 5 quarters since. The position peaked at $342K in Q1 2026. 938 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Yoder Wealth Management held 3,164 shares of Walmart Inc worth $329K as of Q3 2026.
  • Yoder Wealth Management bought 228 Walmart Inc shares in Q3 2026, an estimated $25K.
  • Walmart Inc made up 0.12% of Yoder Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Yoder Wealth Management first reported a position in Walmart Inc in Q3 2025 and has held it in 5 quarters since.
  • Yoder Wealth Management's Walmart Inc position peaked at $342K in Q1 2026.
  • 938 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

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