Massachusetts Financial Services
WMT icon

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 $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

Massachusetts Financial Services's WMT Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Walmart Inc (WMT) stake by 87% in Q2 2026, selling an estimated $4.5M and leaving 5,415 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Massachusetts Financial Services first reported a position in WMT in Q3 2013 and has held it in 47 quarters since. The position peaked at $365M in Q3 2020. 4,421 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Massachusetts Financial Services held 5,415 shares of Walmart Inc worth $613K as of Q2 2026.
  • Massachusetts Financial Services sold 36,255 Walmart Inc shares in Q2 2026, an estimated $4.5M.
  • Walmart Inc made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #937 holding.
  • Massachusetts Financial Services first reported a position in Walmart Inc in Q3 2013 and has held it in 47 quarters since.
  • Massachusetts Financial Services's Walmart Inc position peaked at $365M in Q3 2020.
  • 4,421 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.