Kingswood Wealth Advisors LLC Has $6.77 Million Stock Holdings in Walmart Inc. $WMT

by · The Cerbat Gem

Kingswood Wealth Advisors LLC raised its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 34.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 65,683 shares of the retailer’s stock after purchasing an additional 16,909 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in Walmart were worth $6,769,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Access Investment Management LLC acquired a new stake in Walmart in the 2nd quarter valued at $26,000. PFS Partners LLC lifted its holdings in shares of Walmart by 267.8% during the second quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after acquiring an additional 233 shares during the period. Ridgewood Investments LLC boosted its stake in shares of Walmart by 55.3% in the 2nd quarter. Ridgewood Investments LLC now owns 323 shares of the retailer’s stock valued at $32,000 after purchasing an additional 115 shares in the last quarter. Livelsberger Financial Advisory bought a new stake in shares of Walmart in the 2nd quarter worth about $44,000. Finally, Harbor Asset Planning Inc. bought a new stake in shares of Walmart in the 2nd quarter worth about $46,000. 26.76% of the stock is currently owned by institutional investors.

Insider Activity at Walmart

In related news, CEO C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction that occurred on Friday, December 26th. The shares were sold at an average price of $111.83, for a total transaction of $2,171,291.28. Following the completion of the sale, the chief executive officer directly owned 4,315,333 shares of the company’s stock, valued at $482,583,689.39. The trade was a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP John R. Furner sold 13,125 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $114.91, for a total transaction of $1,508,193.75. Following the completion of the transaction, the executive vice president directly owned 733,841 shares in the company, valued at approximately $84,325,669.31. The trade was a 1.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 125,628 shares of company stock worth $13,690,065 over the last 90 days. Insiders own 0.10% of the company’s stock.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

  • Positive Sentiment: Appointment of Shishir Mehrotra to the board — Mehrotra (CEO of Superhuman, ex-Grammarly) adds AI/tech product experience and will join the Technology & eCommerce committee, signaling stronger governance and capability for Walmart’s digital and AI initiatives, which investors view as key to e-commerce and supply-chain improvements. Walmart names Shishir Mehrotra to Board of Directors
  • Positive Sentiment: New youth fashion line (Mills by Millie Bobby Brown) — Walmart launched an exclusive teen/young-women apparel brand, a low-cost, high-traffic assortment that can drive store/online visits and margins in private brands. It’s a low-capex way to boost traffic and demographic reach. Millie Bobby Brown Debuts Exclusive Fashion Line for Teens and Young Women at Walmart
  • Positive Sentiment: Launch of Better Care Services digital healthcare platform — Walmart expanded into a digital healthcare network and cut prices on some wellness items; this broadens Walmart’s services revenue mix and leverages scale in health/wellness, a potential traffic and loyalty driver over time. Walmart Launches Digital Healthcare Platform, to Cut Prices on Some Health Items
  • Neutral Sentiment: Analyst/consensus views mixed but constructive — Wells Fargo kept an Overweight rating and lifted its price target to $130, and broader analyst consensus remains around a “moderate buy,” supporting a positive medium-term view despite some caution. Wells Fargo Sees Opportunity at Walmart (WMT) Walmart Receives Consensus Rating of “Moderate Buy”
  • Neutral Sentiment: Market mentions & technical chatter — Several outlets flagged WMT among stocks to watch and technical bullish narratives (Elliott Wave / fair-value discussions). These are interest drivers but lower-impact than company strategy or analyst changes. 4 stocks to watch on Thursday: GOOG, TD, ARM, WMT
  • Negative Sentiment: Deutsche Bank downgrade to Hold — Deutsche Bank cut WMT from Buy to Hold and set a $119 target, which is modestly above current levels; downgrades can weigh on near-term momentum and cap upside until execution or guidance clears. Walmart resumed with a Hold at Deutsche Bank

Walmart Stock Up 0.3%

NASDAQ WMT opened at $113.07 on Friday. The stock has a market capitalization of $901.19 billion, a P/E ratio of 39.53, a price-to-earnings-growth ratio of 5.20 and a beta of 0.66. Walmart Inc. has a 52 week low of $79.81 and a 52 week high of $117.45. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.24 and a current ratio of 0.80. The stock has a fifty day moving average of $109.47 and a 200-day moving average of $103.61.

Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings results on Thursday, November 20th. The retailer reported $0.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.60 by $0.02. The business had revenue of $179.50 billion for the quarter, compared to analysts’ expectations of $175.15 billion. Walmart had a return on equity of 21.31% and a net margin of 3.26%.The firm’s quarterly revenue was up 5.8% compared to the same quarter last year. During the same quarter last year, the business earned $0.58 earnings per share. Walmart has set its FY 2026 guidance at 2.580-2.630 EPS. On average, equities research analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Guggenheim restated a “buy” rating and issued a $120.00 price target (up from $115.00) on shares of Walmart in a research report on Friday, November 21st. UBS Group set a $130.00 target price on shares of Walmart in a research note on Wednesday, December 3rd. KeyCorp restated an “overweight” rating and set a $128.00 price target on shares of Walmart in a research report on Wednesday. Cowen reaffirmed a “buy” rating on shares of Walmart in a report on Tuesday, December 9th. Finally, Tigress Financial boosted their price objective on Walmart from $125.00 to $130.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Thirty-two analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, Walmart presently has an average rating of “Moderate Buy” and an average price target of $122.37.

View Our Latest Research Report on WMT

About Walmart

(Free Report)

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.

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