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Massachusetts Wealth Management’s Walmart Inc WMT Stock Holding History

Massachusetts Wealth Management’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 		$3.49M Buy
30,853
+125
+0.4% +$15.5K 1.33% 26
2026
Q1 		$3.82M Buy
30,728
+300
+1% +$36.8K 1.66% 18
2025
Q4 		$3.39M Buy
30,428
+724
+2% +$77.7K 1.58% 18
2025
Q3 		$3.06M Buy
29,704
+1,200
+4% +$119K 1.52% 20
2025
Q2 		$2.79M Buy
28,504
+910
+3% +$86.7K 1.57% 17
2025
Q1 		$2.42M Sell
27,594
-10
-0% -$938 1.66% 17
2024
Q4 		$2.49M Buy
27,604
+800
+3% +$69.4K 1.54% 19
2024
Q3 		$2.16M Buy
26,804
+2,150
+9% +$158K 1.36% 31
2024
Q2 		$1.67M Buy
24,654
+975
+4% +$61.4K 1.12% 40
2024
Q1 		$1.42M Buy
23,679
+3,750
+19% +$215K 1% 44
2023
Q4 		$1.05M Buy
19,929
+2,676
+16% +$142K 0.85% 51
2023
Q3 		$920K Buy
17,253
+1,050
+6% +$55.9K 0.84% 49
2023
Q2 		$849K Buy
16,203
+2,250
+16% +$114K 0.81% 52
2023
Q1 		$686K Hold
13,953
– – 0.71% 55
2022
Q4 		$669K Buy
+13,953
New +$663K 0.65% 56

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 Wealth Management's WMT Position: Q2 2026 in Review

Massachusetts Wealth Management increased its Walmart Inc (WMT) stake by 0.41% in Q2 2026, buying an estimated $15.5K and bringing the position to 30,853 shares worth $3.49M. The position accounts for 1.33% of the portfolio, ranked #26.

Massachusetts Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.82M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Massachusetts Wealth Management held 30,853 shares of Walmart Inc worth $3.49M as of Q2 2026.
  • Massachusetts Wealth Management bought 125 Walmart Inc shares in Q2 2026, an estimated $15.5K.
  • Walmart Inc made up 1.33% of Massachusetts Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Massachusetts Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's Walmart Inc position peaked at $3.82M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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