Mason & Associates (California)’s Walmart Inc WMT Stock Holding History

Mason & Associates (California)’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	$559K	Buy	4,933 +1	+0%	+$124	0.09%	112
2026 Q1	$609K	Hold	4,932	–	–	0.12%	99
2025 Q4	$549K	Buy	4,932 +1,433	+41%	+$154K	0.1%	101
2025 Q3	$361K	Buy	3,499 +1	+0%	+$100	0.07%	95
2025 Q2	$342K	Buy	3,498 +237	+7%	+$22.6K	0.08%	85
2025 Q1	$286K	Sell	3,261 -5	-0.2%	-$469	0.07%	92
2024 Q4	$295K	Sell	3,266 -146	-4%	-$12.7K	0.07%	90
2024 Q3	$276K	Hold	3,412	–	–	0.07%	94
2024 Q2	$231K	Hold	3,412	–	–	0.06%	99
2024 Q1	$205K	Buy	+3,412	New	+$195K	0.05%	110

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mason & Associates (California)'s WMT Position: Q2 2026 in Review

Mason & Associates (California) increased its Walmart Inc (WMT) stake by 0.02% in Q2 2026, buying an estimated $124 and bringing the position to 4,933 shares worth $559K. The position accounts for 0.09% of the portfolio, ranked #112.

Mason & Associates (California) first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $609K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Mason & Associates (California) held 4,933 shares of Walmart Inc worth $559K as of Q2 2026.
Mason & Associates (California) bought 1 Walmart Inc share in Q2 2026, an estimated $124.
Walmart Inc made up 0.09% of Mason & Associates (California)'s portfolio in Q2 2026, its #112 holding.
Mason & Associates (California) first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Mason & Associates (California)'s Walmart Inc position peaked at $609K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.