Mascoma Wealth Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $69.4K | Buy |
613
+11
| +2% | +$1.37K | 0.01% | 162 |
|
|
2026
Q1 | $74.8K | Buy |
602
+9
| +2% | +$1.1K | 0.02% | 157 |
|
|
2025
Q4 | $66.1K | Buy |
593
+48
| +9% | +$5.15K | 0.01% | 158 |
|
|
2025
Q3 | $56.2K | Hold |
545
| – | – | 0.01% | 183 |
|
|
2025
Q2 | $53.3K | Hold |
545
| – | – | 0.01% | 183 |
|
|
2025
Q1 | $47.8K | Sell |
545
-200
| -27% | -$18.8K | 0.01% | 191 |
|
|
2024
Q4 | $67.3K | Buy |
745
+433
| +139% | +$37.6K | 0.02% | 174 |
|
|
2024
Q3 | $25.2K | Hold |
312
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $21.1K | Hold |
312
| – | – | 0.01% | 264 |
|
|
2024
Q1 | $18.8K | Hold |
312
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $16.4K | Hold |
312
| – | – | ﹤0.01% | 281 |
|
|
2023
Q3 | $16.6K | Hold |
312
| – | – | 0.01% | 287 |
|
|
2023
Q2 | $16.7K | Sell |
312
-1,278
| -80% | -$64.5K | 0.01% | 284 |
|
|
2023
Q1 | $80K | Sell |
1,590
-222
| -12% | -$10.5K | 0.02% | 186 |
|
|
2022
Q4 | $85.6K | Hold |
1,812
| – | – | 0.03% | 177 |
|
|
2022
Q3 | $78K | Buy |
1,812
+3
| +0.2% | +$131 | 0.03% | 192 |
|
|
2022
Q2 | $73K | Sell |
1,809
-18
| -1% | -$830 | 0.02% | 209 |
|
|
2022
Q1 | $91K | Hold |
1,827
| – | – | 0.03% | 196 |
|
|
2021
Q4 | $88K | Buy |
1,827
+24
| +1% | +$1.15K | 0.03% | 174 |
|
|
2021
Q3 | $84K | Buy |
+1,803
| New | +$86.9K | 0.03% | 167 |
|
|
2021
Q2 | – | Sell |
-1,797
| Closed | -$81K | – | 431 |
|
|
2021
Q1 | $81K | Buy |
+1,797
| New | +$83.2K | 0.03% | 168 |
|
|
2019
Q3 | – | Sell |
-903
| Closed | -$33K | – | 344 |
|
|
2019
Q2 | $33K | Hold |
903
| – | – | 0.02% | 188 |
|
|
2019
Q1 | $29K | Buy |
903
+78
| +9% | +$2.53K | 0.02% | 195 |
|
|
2018
Q4 | $26K | Buy |
825
+300
| +57% | +$9.62K | 0.02% | 194 |
|
|
2018
Q3 | $16K | Hold |
525
| – | – | 0.01% | 254 |
|
|
2018
Q2 | $15K | Hold |
525
| – | – | 0.01% | 246 |
|
|
2018
Q1 | $16K | Hold |
525
| – | – | 0.01% | 239 |
|
|
2017
Q4 | $18K | Hold |
525
| – | – | 0.01% | 224 |
|
|
2017
Q3 | $14K | Hold |
525
| – | – | 0.01% | 257 |
|
|
2017
Q2 | $13K | Sell |
525
-3,000
| -85% | -$76.2K | 0.01% | 270 |
|
|
2017
Q1 | $85K | Sell |
3,525
-207
| -6% | -$4.76K | 0.06% | 113 |
|
|
2016
Q4 | $86K | Buy |
+3,732
| New | +$87.1K | 0.06% | 109 |
|
Other funds holding WMT
Mascoma Wealth Management's WMT Position: Q2 2026 in Review
Mascoma Wealth Management increased its Walmart Inc (WMT) stake by 1.8% in Q2 2026, buying an estimated $1.37K and bringing the position to 613 shares worth $69.4K. The position accounts for 0.01% of the portfolio, ranked #162.
Mascoma Wealth Management first reported a position in WMT in Q4 2016 and has held it in 32 quarters since. The position peaked at $91K in Q1 2022. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Mascoma Wealth Management held 613 shares of Walmart Inc worth $69.4K as of Q2 2026.
- Mascoma Wealth Management bought 11 Walmart Inc shares in Q2 2026, an estimated $1.37K.
- Walmart Inc made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #162 holding.
- Mascoma Wealth Management first reported a position in Walmart Inc in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's Walmart Inc position peaked at $91K in Q1 2022.
- 4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.