MHR
WMT icon

Matthew Hamilton Rosenberg’s Walmart Inc WMT Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$1.19M Buy
11,421
+318
+3% +$34.9K 0.21% 56
2026
Q2 		$1.26M Buy
11,103
+160
+1% +$19.9K 0.23% 49
2026
Q1 		$1.36M Sell
10,943
-51
-0.5% -$6.26K 0.28% 44
2025
Q4 		$1.22M Buy
10,994
+282
+3% +$30.3K 0.25% 44
2025
Q3 		$1.1M Buy
10,712
+131
+1% +$13K 0.24% 43
2025
Q2 		$1.03M Buy
10,581
+34
+0.3% +$3.24K 0.24% 42
2025
Q1 		$926K Buy
10,547
+56
+0.5% +$5.25K 0.23% 46
2024
Q4 		$948K Buy
10,491
+63
+0.6% +$5.47K 0.25% 45
2024
Q3 		$842K Buy
10,428
+429
+4% +$31.5K 0.22% 49
2024
Q2 		$675K Sell
9,999
-378
-4% -$23.8K 0.2% 55
2024
Q1 		$623K Buy
10,377
+177
+2% +$10.1K 0.18% 60
2023
Q4 		$536K Buy
10,200
+57
+0.6% +$3.02K 0.16% 64
2023
Q3 		$541K Buy
10,143
+90
+0.9% +$4.79K 0.18% 60
2023
Q2 		$527K Sell
10,053
-300
-3% -$15.1K 0.18% 61
2023
Q1 		$509K Sell
10,353
-495
-5% -$23.5K 0.16% 69
2022
Q4 		$513K Hold
10,848
– – 0.17% 66
2022
Q3 		$469K Buy
10,848
+912
+9% +$40K 0.18% 69
2022
Q2 		$406K Buy
9,936
+372
+4% +$17.2K 0.15% 83
2022
Q1 		$475K Buy
9,564
+888
+10% +$41.7K 0.17% 77
2021
Q4 		$418K Sell
8,676
-1,119
-11% -$53.4K 0.15% 87
2021
Q3 		$455K Buy
9,795
+873
+10% +$42.1K 0.18% 66
2021
Q2 		$419K Sell
8,922
-135
-1% -$6.29K 0.22% 51
2021
Q1 		$410K Buy
9,057
+165
+2% +$7.64K 0.23% 48
2020
Q4 		$427K Buy
8,892
+435
+5% +$21.1K 0.27% 43
2020
Q3 		$394K Buy
8,457
+1,350
+19% +$60K 0.29% 43
2020
Q2 		$284K Buy
7,107
+312
+5% +$12.8K 0.23% 52
2020
Q1 		$258K Buy
+6,795
New +$261K 0.26% 44

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Matthew Hamilton Rosenberg's WMT Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Walmart Inc (WMT) stake by 2.9% in Q3 2026, buying an estimated $34.9K and bringing the position to 11,421 shares worth $1.19M. The position accounts for 0.21% of the portfolio, ranked #56.

Matthew Hamilton Rosenberg first reported a position in WMT in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.36M in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Matthew Hamilton Rosenberg held 11,421 shares of Walmart Inc worth $1.19M as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 318 Walmart Inc shares in Q3 2026, an estimated $34.9K.
  • Walmart Inc made up 0.21% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #56 holding.
  • Matthew Hamilton Rosenberg first reported a position in Walmart Inc in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Walmart Inc position peaked at $1.36M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.