Massachusetts Financial Services
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Massachusetts Financial Services’s Walmart Inc WMT Stock Holding History

Massachusetts Financial Services’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 		$5.9M Sell
41,670
-56,435
-58% -$6.93M ﹤0.01% 748
2025
Q4 		$10.9M Sell
98,105
-42,390
-30% -$4.55M ﹤0.01% 709
2025
Q3 		$14.5M Sell
140,495
-16,913
-11% -$1.68M ﹤0.01% 667
2025
Q2 		$15.4M Sell
157,408
-206,423
-57% -$19.7M ﹤0.01% 646
2025
Q1 		$31.9M Sell
363,831
-81,632
-18% -$7.66M 0.01% 525
2024
Q4 		$40.2M Buy
445,463
+5,221
+1% +$453K 0.01% 491
2024
Q3 		$35.5M Sell
440,242
-3,699
-0.8% -$272K 0.01% 514
2024
Q2 		$30.1M Sell
443,941
-26,760
-6% -$1.69M 0.01% 529
2024
Q1 		$28.3M Sell
470,701
-5,963
-1% -$341K 0.01% 538
2023
Q4 		$25M Sell
476,664
-1,559,022
-77% -$82.5M 0.01% 548
2023
Q3 		$109M Sell
2,035,686
-1,002,921
-33% -$53.4M 0.04% 345
2023
Q2 		$159M Buy
3,038,607
+59,346
+2% +$2.99M 0.05% 286
2023
Q1 		$146M Sell
2,979,261
-1,782
-0.1% -$84.6K 0.05% 293
2022
Q4 		$141M Sell
2,981,043
-34,107
-1% -$1.62M 0.05% 295
2022
Q3 		$130M Sell
3,015,150
-221,190
-7% -$9.69M 0.05% 289
2022
Q2 		$131M Sell
3,236,340
-1,969,416
-38% -$90.8M 0.05% 306
2022
Q1 		$258M Sell
5,205,756
-798,339
-13% -$37.5M 0.08% 223
2021
Q4 		$290M Sell
6,004,095
-1,453,929
-19% -$69.4M 0.08% 220
2021
Q3 		$347M Sell
7,458,024
-190,842
-2% -$9.19M 0.1% 184
2021
Q2 		$360M Buy
7,648,866
+255,960
+3% +$11.9M 0.1% 183
2021
Q1 		$335M Buy
7,392,906
+303,564
+4% +$14.1M 0.1% 182
2020
Q4 		$341M Sell
7,089,342
-737,319
-9% -$35.8M 0.11% 180
2020
Q3 		$365M Buy
7,826,661
+2,198,508
+39% +$97.7M 0.13% 168
2020
Q2 		$225M Buy
5,628,153
+1,756,287
+45% +$72.2M 0.09% 198
2020
Q1 		$147M Buy
3,871,866
+3,803,166
+5,536% +$146M 0.07% 213
2019
Q4 		$2.72M Buy
+68,700
New +$2.73M ﹤0.01% 688
2019
Q1 		– Sell
-175,023
Closed -$5.43M – 873
2018
Q4 		$5.43M Sell
175,023
-35,823
-17% -$1.15M ﹤0.01% 654
2018
Q3 		$6.6M Sell
210,846
-5,292
-2% -$162K ﹤0.01% 661
2018
Q2 		$6.17M Sell
216,138
-286,800
-57% -$8.15M ﹤0.01% 666
2018
Q1 		$14.9M Sell
502,938
-2,485,191
-83% -$79.9M 0.01% 545
2017
Q4 		$98.4M Sell
2,988,129
-203,613
-6% -$6.23M 0.04% 281
2017
Q3 		$83.1M Sell
3,191,742
-30,660
-1% -$804K 0.04% 309
2017
Q2 		$81.3M Buy
3,222,402
+698,961
+28% +$17.7M 0.04% 298
2017
Q1 		$60.6M Sell
2,523,441
-40,659
-2% -$936K 0.03% 334
2016
Q4 		$59.1M Buy
2,564,100
+2,406,204
+1,524% +$56.2M 0.03% 335
2016
Q3 		$3.8M Buy
157,896
+103,044
+188% +$2.5M ﹤0.01% 678
2016
Q2 		$1.33M Buy
54,852
+11,859
+28% +$274K ﹤0.01% 733
2016
Q1 		$982K Buy
42,993
+19,596
+84% +$430K ﹤0.01% 728
2015
Q4 		$478K Buy
23,397
+3,387
+17% +$68K ﹤0.01% 803
2015
Q3 		$433K Sell
20,010
-1,278
-6% -$29.3K ﹤0.01% 833
2015
Q2 		$503K Buy
21,288
+8,571
+67% +$219K ﹤0.01% 833
2015
Q1 		$349K Buy
+12,717
New +$361K ﹤0.01% 854
2014
Q3 		– Sell
-34,824
Closed -$872K – 908
2014
Q2 		$872K Buy
34,824
+5,019
+17% +$129K ﹤0.01% 794
2014
Q1 		$759K Buy
29,805
+18,153
+156% +$456K ﹤0.01% 791
2013
Q4 		$306K Buy
11,652
+3,345
+40% +$86.4K ﹤0.01% 811
2013
Q3 		$205K Buy
+8,307
New +$209K ﹤0.01% 815

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

Massachusetts Financial Services's WMT Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Walmart Inc (WMT) stake by 58% in Q1 2026, selling an estimated $6.93M and leaving 41,670 shares worth $5.9M. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Massachusetts Financial Services first reported a position in WMT in Q3 2013 and has held it in 46 quarters since. The position peaked at $365M in Q3 2020. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Massachusetts Financial Services held 41,670 shares of Walmart Inc worth $5.9M as of Q1 2026.
  • Massachusetts Financial Services sold 56,435 Walmart Inc shares in Q1 2026, an estimated $6.93M.
  • Walmart Inc made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q1 2026, its #748 holding.
  • Massachusetts Financial Services first reported a position in Walmart Inc in Q3 2013 and has held it in 46 quarters since.
  • Massachusetts Financial Services's Walmart Inc position peaked at $365M in Q3 2020.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.