MIA
WMT icon

MainStreet Investment Advisors’s Walmart Inc WMT Stock Holding History

MainStreet Investment Advisors’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
Q1 		$5.04M Sell
40,587
-2,424
-6% -$298K 0.76% 31
2025
Q4 		$4.79M Sell
43,011
-4,715
-10% -$506K 0.69% 36
2025
Q3 		$4.92M Sell
47,726
-2,013
-4% -$200K 0.66% 39
2025
Q2 		$4.86M Sell
49,739
-434
-0.9% -$41.4K 0.67% 38
2025
Q1 		$4.4M Buy
50,173
+1,651
+3% +$155K 0.64% 44
2024
Q4 		$4.38M Sell
48,522
-956
-2% -$83K 0.61% 45
2024
Q3 		$4M Sell
49,478
-14,665
-23% -$1.08M 0.53% 51
2024
Q2 		$4.34M Buy
64,143
+47,021
+275% +$2.96M 0.53% 49
2024
Q1 		$1.03M Sell
17,122
-39,839
-70% -$2.28M 0.12% 92
2023
Q4 		$2.99M Buy
56,961
+48,675
+587% +$2.58M 0.34% 67
2023
Q3 		$442K Buy
8,286
+1,359
+20% +$72.3K 0.05% 136
2023
Q2 		$363K Sell
6,927
-72
-1% -$3.63K 0.04% 154
2023
Q1 		$344K Buy
+6,999
New +$332K 0.04% 159
2020
Q3 		– Sell
-8,262
Closed -$330K – 233
2020
Q2 		$330K Sell
8,262
-17,037
-67% -$701K 0.02% 207
2020
Q1 		$958K Buy
+25,299
New +$973K 0.12% 106
2019
Q1 		– Sell
-6,195
Closed -$192K – 162
2018
Q4 		$192K Buy
+6,195
New +$199K 0.03% 159
2018
Q1 		– Sell
-7,005
Closed -$231K – 167
2017
Q4 		$231K Buy
+7,005
New +$214K 0.04% 156

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MainStreet Investment Advisors's WMT Position: Q1 2026 in Review

MainStreet Investment Advisors reduced its Walmart Inc (WMT) stake by 5.6% in Q1 2026, selling an estimated $298K and leaving 40,587 shares worth $5.04M. The position accounts for 0.76% of the portfolio, ranked #31.

MainStreet Investment Advisors first reported a position in WMT in Q4 2017 and has held it in 17 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • MainStreet Investment Advisors held 40,587 shares of Walmart Inc worth $5.04M as of Q1 2026.
  • MainStreet Investment Advisors sold 2,424 Walmart Inc shares in Q1 2026, an estimated $298K.
  • Walmart Inc made up 0.76% of MainStreet Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • MainStreet Investment Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 17 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.