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MASECO Private Wealth’s Walmart Inc WMT Stock Holding History

MASECO Private Wealth’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 		$23.7K Sell
209
-1,756
-89% -$218K ﹤0.01% 204
2026
Q1 		$244K Buy
1,965
+132
+7% +$16.2K 0.01% 99
2025
Q4 		$204K Buy
+1,833
New +$197K 0.01% 93
2025
Q3 		– Sell
-1,963
Closed -$192K – 528
2025
Q2 		$192K Buy
+1,963
New +$187K 0.01% 106

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MASECO Private Wealth's WMT Position: Q2 2026 in Review

MASECO Private Wealth reduced its Walmart Inc (WMT) stake by 89% in Q2 2026, selling an estimated $218K and leaving 209 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

MASECO Private Wealth first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. The position peaked at $244K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • MASECO Private Wealth held 209 shares of Walmart Inc worth $23.7K as of Q2 2026.
  • MASECO Private Wealth sold 1,756 Walmart Inc shares in Q2 2026, an estimated $218K.
  • Walmart Inc made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #204 holding.
  • MASECO Private Wealth first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Walmart Inc position peaked at $244K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.