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MassMutual Private Wealth & Trust’s Walmart Inc WMT Stock Holding History

MassMutual Private Wealth & Trust’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 		$38.5M Sell
339,523
-15,830
-4% -$1.97M 0.99% 28
2026
Q1 		$44.2M Sell
355,353
-21,782
-6% -$2.67M 1.2% 18
2025
Q4 		$42M Sell
377,135
-9,250
-2% -$993K 1.08% 19
2025
Q3 		$39.8M Sell
386,385
-4,424
-1% -$440K 1.01% 22
2025
Q2 		$38.2M Sell
390,809
-3,378
-0.9% -$322K 1.02% 21
2025
Q1 		$34.6M Sell
394,187
-3,856
-1% -$362K 1% 22
2024
Q4 		$36M Sell
398,043
-7,420
-2% -$644K 1.01% 22
2024
Q3 		$32.7M Buy
405,463
+6,995
+2% +$514K 0.93% 26
2024
Q2 		$27M Buy
398,468
+12,826
+3% +$808K 0.82% 31
2024
Q1 		$23.2M Buy
385,642
+10,633
+3% +$608K 0.72% 39
2023
Q4 		$19.7M Buy
375,009
+49,002
+15% +$2.59M 0.66% 42
2023
Q3 		$17.4M Buy
326,007
+8,193
+3% +$436K 0.64% 39
2023
Q2 		$16.7M Buy
317,814
+3
+0% +$151 0.6% 44
2023
Q1 		$15.6M Buy
317,811
+12,336
+4% +$585K 0.6% 44
2022
Q4 		$14.4M Buy
305,475
+5,328
+2% +$253K 0.59% 44
2022
Q3 		$13M Buy
300,147
+13,650
+5% +$598K 0.59% 42
2022
Q2 		$11.6M Buy
286,497
+18,423
+7% +$850K 0.5% 50
2022
Q1 		$13.3M Buy
268,074
+38,568
+17% +$1.81M 0.5% 51
2021
Q4 		$11.1M Buy
229,506
+14,676
+7% +$701K 0.41% 63
2021
Q3 		$9.98M Buy
214,830
+19,116
+10% +$921K 0.41% 65
2021
Q2 		$9.2M Buy
195,714
+17,538
+10% +$817K 0.39% 67
2021
Q1 		$8.07M Buy
178,176
+17,094
+11% +$792K 0.38% 71
2020
Q4 		$7.74M Buy
161,082
+2,514
+2% +$122K 0.4% 61
2020
Q3 		$7.39M Buy
158,568
+33,282
+27% +$1.48M 0.43% 59
2020
Q2 		$5M Buy
125,286
+1,053
+0.8% +$43.3K 0.32% 76
2020
Q1 		$4.71M Sell
124,233
-3,978
-3% -$153K 0.38% 63
2019
Q4 		$5.08M Sell
128,211
-2,982
-2% -$118K 0.31% 85
2019
Q3 		$5.19M Buy
131,193
+312
+0.2% +$11.8K 0.35% 78
2019
Q2 		$4.82M Sell
130,881
-2,994
-2% -$103K 0.33% 79
2019
Q1 		$4.35M Sell
133,875
-1,746
-1% -$56.6K 0.31% 85
2018
Q4 		$4.21M Sell
135,621
-24
-0% -$769 0.36% 75
2018
Q3 		$4.25M Buy
135,645
+4,338
+3% +$133K 0.32% 83
2018
Q2 		$3.75M Buy
131,307
+3,474
+3% +$98.8K 0.3% 84
2018
Q1 		$3.79M Buy
127,833
+1,683
+1% +$54.1K 0.31% 83
2017
Q4 		$4.15M Buy
126,150
+1,737
+1% +$53.1K 0.34% 75
2017
Q3 		$3.24M Buy
124,413
+15,447
+14% +$405K 0.27% 106
2017
Q2 		$2.75M Buy
108,966
+2,217
+2% +$56.3K 0.24% 117
2017
Q1 		$2.56M Buy
106,749
+20,460
+24% +$471K 0.24% 117
2016
Q4 		$1.99M Buy
+86,289
New +$2.01M 0.24% 113
2016
Q2 		$1.81M Buy
74,490
+22,053
+42% +$510K 0.23% 125
2016
Q1 		$1.2M Buy
52,437
+8,325
+19% +$183K 0.16% 156
2015
Q4 		$901K Sell
44,112
-8,481
-16% -$170K 0.13% 162
2015
Q3 		$1.34M Buy
52,593
+768
+1% +$17.6K 0.28% 90
2015
Q2 		$1.3M Sell
51,825
-66,129
-56% -$1.69M 0.29% 90
2015
Q1 		$3.23M Buy
117,954
+60,255
+104% +$1.71M 0.53% 48
2014
Q4 		$1.65M Buy
57,699
+5,106
+10% +$138K 0.53% 45
2014
Q3 		$1.34M Buy
52,593
+34,275
+187% +$865K 0.27% 93
2014
Q2 		$458K Buy
18,318
+5,094
+39% +$131K 0.18% 111
2014
Q1 		$337K Buy
13,224
+834
+7% +$20.9K 0.2% 105
2013
Q4 		$325K Buy
+12,390
New +$320K 0.3% 68

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MassMutual Private Wealth & Trust's WMT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Walmart Inc (WMT) stake by 4.5% in Q2 2026, selling an estimated $1.97M and leaving 339,523 shares worth $38.5M. The position accounts for 0.99% of the portfolio, ranked #28.

MassMutual Private Wealth & Trust first reported a position in WMT in Q4 2013 and has held it in 50 quarters since. The position peaked at $44.2M in Q1 2026. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • MassMutual Private Wealth & Trust held 339,523 shares of Walmart Inc worth $38.5M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 15,830 Walmart Inc shares in Q2 2026, an estimated $1.97M.
  • Walmart Inc made up 0.99% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #28 holding.
  • MassMutual Private Wealth & Trust first reported a position in Walmart Inc in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Walmart Inc position peaked at $44.2M in Q1 2026.
  • 1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.