Fairvoy Private Wealth LLC Has $6.30 Million Stock Holdings in Walmart Inc. $WMT

Fairvoy Private Wealth LLC raised its position in Walmart Inc. (NASDAQ:WMT) by 7.8% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 61,120 shares of the retailer’s stock after buying an additional 4,445 shares during the period. Walmart comprises approximately 1.4% of Fairvoy Private Wealth LLC’s holdings, making the stock its 20th largest holding. Fairvoy Private Wealth LLC’s holdings in Walmart were worth $6,299,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Access Investment Management LLC bought a new position in Walmart in the second quarter valued at about $26,000. PFS Partners LLC lifted its position in Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock valued at $31,000 after purchasing 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 during the last quarter. Livelsberger Financial Advisory acquired a new stake in shares of Walmart during the 2nd quarter worth approximately $44,000. Finally, Harbor Asset Planning Inc. bought a new stake in shares of Walmart during the second quarter worth approximately $46,000. 26.76% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Walmart

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Holiday sales appear to be a win for Walmart versus Target, suggesting stronger same‑store trends and execution into peak season — a near‑term sales catalyst and competitive share gain. Walmart’s Holiday Strength Highlights Target’s Strategic Missteps | TGT WMT
• Positive Sentiment: Analyst consensus remains constructive (average “Moderate Buy”), supporting upside from earnings momentum and the firm’s FY26 guidance. Analyst support can buoy the stock if results stay on track. Walmart Inc. (NASDAQ:WMT) Given Average Recommendation of “Moderate Buy” by Analysts
• Positive Sentiment: Multiple analyst/commentary pieces highlight Walmart as a longer‑term growth story (ecommerce, Marketplace, fintech/PhonePe exposure), reinforcing investor interest beyond cyclical retail swings. Why Walmart (WMT) is a top growth stock for the long term
• Neutral Sentiment: Major shareholder structure overview — articles summarizing top holders (index funds, Walton family) provide context for liquidity and potential block trades but don’t imply immediate operational change. Useful for assessing long‑term ownership stability. Top Walmart Shareholders
• Neutral Sentiment: An investor group has asked Walmart to disclose impacts from U.S. immigration policy changes — this increases ESG/operational transparency pressure but is mainly a disclosure/regulatory risk to monitor. Exclusive: Amazon, Walmart shareholder pushes firms to report impact of Trump’s immigration policies
• Negative Sentiment: Market concern over potential H‑1B visa fee changes and their incremental cost to payrolls/supply chain has prompted investor questions and a clear near‑term headwind to sentiment. This regulatory/expense uncertainty pressured the stock. Walmart stock dips (WMT) as investors seek answers on H-1b visa fees impact
• Negative Sentiment: Insider selling: EVP Daniel Bartlett sold ~1,425 shares (disclosed SEC Form 4). Small relative to his holdings, but combined insider/major‑holder moves can spook traders. Walmart (NASDAQ:WMT) EVP Daniel Bartlett Sells 1,425 Shares
• Negative Sentiment: Walton Family Holdings Trust reportedly sold about $30.1M of Walmart stock — a meaningful block by ownership value that can increase supply and weigh on price near term. 6WMT : Insider Decision: Walton Family Holdings Trust Offloads $30.10M…

Insider Activity at Walmart

In other Walmart news, CEO C Douglas Mcmillon sold 19,416 shares of the stock in a transaction dated Thursday, September 25th. The stock was sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the completion of the transaction, the chief executive officer owned 4,373,576 shares in the company, valued at approximately $451,396,778.96. This represents a 0.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Kathryn J. Mclay sold 4,000 shares of Walmart stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $101.63, for a total value of $406,520.00. Following the completion of the sale, the executive vice president directly owned 1,040,455 shares in the company, valued at $105,741,441.65. This represents a 0.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 127,828 shares of company stock worth $13,745,625 over the last ninety days. 0.10% of the stock is owned by corporate insiders.

Analyst Ratings Changes

WMT has been the topic of a number of recent research reports. KeyCorp reaffirmed an “overweight” rating and issued a $120.00 price objective (up from $110.00) on shares of Walmart in a research note on Friday, November 21st. Jefferies Financial Group restated a “buy” rating on shares of Walmart in a research report on Tuesday, December 9th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $123.00 price objective on shares of Walmart in a report on Tuesday, December 9th. Piper Sandler restated an “overweight” rating and set a $123.00 target price (up previously from $111.00) on shares of Walmart in a report on Friday, November 21st. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Walmart in a research note on Wednesday, October 8th. Thirty-one investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $120.54.

Walmart Stock Down 0.4%

Shares of Walmart stock opened at $114.36 on Friday. The company has a market capitalization of $911.47 billion, a P/E ratio of 39.99, a price-to-earnings-growth ratio of 5.28 and a beta of 0.64. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.80 and a quick ratio of 0.24. The business has a 50-day moving average of $107.61 and a two-hundred day moving average of $102.08. Walmart Inc. has a 1 year low of $79.81 and a 1 year high of $117.45.

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

Walmart Profile

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.