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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Wealth Management's WMT Position: Q1 2026 in Review

Massachusetts Wealth Management increased its Walmart Inc (WMT) stake by 0.99% in Q1 2026, buying an estimated $36.8K and bringing the position to 30,728 shares worth $3.82M. The position accounts for 1.66% of the portfolio, ranked #18.

Massachusetts Wealth Management first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Massachusetts Wealth Management held 30,728 shares of Walmart Inc worth $3.82M as of Q1 2026.
Massachusetts Wealth Management bought 300 Walmart Inc shares in Q1 2026, an estimated $36.8K.
Walmart Inc made up 1.66% of Massachusetts Wealth Management's portfolio in Q1 2026, its #18 holding.
Massachusetts Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.