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
2025
Q1 		– Sell
-1,500,000
Closed -$136M – 925
2024
Q4 		$136M Hold
1,500,000
– – 0.04% 343
2024
Q3 		$121M Buy
+1,500,000
New +$110M 0.04% 360

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.