M3 Advisory Group’s Walmart Inc WMT Stock Holding History

M3 Advisory Group’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 Q2	$678K	Sell	5,990 -160	-3%	-$19.9K	0.35%	55
2026 Q1	$764K	Buy	6,150 +137	+2%	+$16.8K	0.47%	43
2025 Q4	$670K	Sell	6,013 -644	-10%	-$69.1K	0.41%	47
2025 Q3	$686K	Buy	6,657 +158	+2%	+$15.7K	0.43%	45
2025 Q2	$635K	Sell	6,499 -356	-5%	-$33.9K	0.44%	44
2025 Q1	$602K	Sell	6,855 -822	-11%	-$77.1K	0.48%	43
2024 Q4	$694K	Sell	7,677 -396	-5%	-$34.4K	0.5%	42
2024 Q3	$652K	Buy	8,073 +632	+8%	+$46.4K	0.48%	43
2024 Q2	$504K	Buy	7,441 +1,516	+26%	+$95.5K	0.41%	54
2024 Q1	$357K	Buy	5,925 +624	+12%	+$35.7K	0.32%	74
2023 Q4	$279K	Buy	+5,301	New	+$280K	0.33%	72

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

M3 Advisory Group's WMT Position: Q2 2026 in Review

M3 Advisory Group reduced its Walmart Inc (WMT) stake by 2.6% in Q2 2026, selling an estimated $19.9K and leaving 5,990 shares worth $678K. The position accounts for 0.35% of the portfolio, ranked #55.

M3 Advisory Group first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $764K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

M3 Advisory Group held 5,990 shares of Walmart Inc worth $678K as of Q2 2026.
M3 Advisory Group sold 160 Walmart Inc shares in Q2 2026, an estimated $19.9K.
Walmart Inc made up 0.35% of M3 Advisory Group's portfolio in Q2 2026, its #55 holding.
M3 Advisory Group first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
M3 Advisory Group's Walmart Inc position peaked at $764K in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.