RMR Wealth Builders 13F: Adds $864K to Walmart (WMT) Stake

Walmart Inc. (WMT) business photo

Key Points

  • RMR Wealth Builders grew its Walmart Inc. position by 8,314 shares to end with 61,330 shares valued at about $6.37 million, according to an October 22, 2026 filing.
  • Other institutional investors made notable adjustments, with Barings increasing its holdings by 462.5% to 26,039 shares worth about $2.71 million.
  • Walmart shares recently traded around $121.14, staying above both their 50-day and 200-day moving averages ahead of upcoming November earnings.

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RMR Wealth Builders increased its holdings in Walmart Inc. WMT by 15.7% during the period, according to a Form 13F filing with the SEC on October 22, 2026. The institutional investor added 8,314 shares to its portfolio, bringing its total stake to 61,330 shares valued at approximately $6.37 million.

WMT Walmart Inc.
$120.48 +7.52% year to date
Daily close · Oct 22, 2026

What Changed in RMR Wealth Builders's Walmart Inc. Position

The firm lifted its investment by 15.7% overall during the quarter. That addition brought its total share count to 61,330 shares. The reported value of the holding reached $6.37 million by the end of the filing period.

Other Institutional Activity in Walmart Inc.

Other major money managers also changed their positions in the discount retail company around the same time. Barings grew its holdings by 462.5% over the period, adding 21,410 shares to end with 26,039 shares worth about $2.71 million. Sagespring Wealth Partners trimmed its stake by 12.0%, shedding 22,157 shares to hold 162,928 shares valued at roughly $16.93 million. Midwest Trust boosted its holdings by 4.0%, picking up 31,969 shares to finish with 838,543 shares worth about $87.14 million. Meanwhile, Norden Group opened a new position by acquiring 234,825 shares valued at about $13.72 million.

Walmart Inc. Stock Up 2.8%

Walmart shares closed at $121.12 on October 22, 2026, and recently traded around $121.14. The stock trades above its 50-day moving average of $109.24 and above its 200-day moving average of $118.35.

Recent Earnings

Walmart reported trailing twelve month revenue of $735.84 billion and earnings of $2.76 per share. The company operates with a net profit margin of 3.0% and a return on equity of 22.3%, with its next earnings report scheduled for November 19, 2026.

Dividend

Walmart pays an annual dividend of $0.99 per share, giving the stock a dividend yield of 0.84% with a payout ratio of 35.0%.

Insider Buying and Selling at Walmart Inc.

Company insiders completed several stock transactions ahead of the filing, including sales by officers Daniel Danker and Daniel J. Bartlett, alongside executive vice presidents Latriece Watkins and Christopher James Nicholas.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock leading up to the report, contributing to a consensus buy rating and a mean price target of $127.48 across 40 analyst opinions.

About Walmart Inc.

Walmart operates a massive network of retail and wholesale stores, ecommerce websites, and mobile applications worldwide. The company runs its operations across three segments focused on domestic retail, international markets, and membership warehouse clubs.

Bottom Line

Institutional investors continue to fine-tune their stakes in Walmart as the company approaches its next earnings release in November. Market participants will watch for further updates on margins and consumer demand in upcoming filings.

Source: RMR Wealth Builders's 13F filing on $WMT (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts

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