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Mayfair Advisory Group’s Walmart Inc WMT Stock Holding History

Mayfair Advisory Group’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 		$1.36M Buy
10,909
+438
+4% +$53.8K 0.47% 43
2025
Q4 		$1.18M Sell
10,471
-90
-0.9% -$9.66K 0.46% 44
2025
Q3 		$1.09M Buy
10,561
+348
+3% +$34.6K 0.47% 46
2025
Q2 		$1.06M Buy
10,213
+15
+0.1% +$1.43K 0.5% 44
2025
Q1 		$895K Buy
10,198
+7
+0.1% +$657 0.52% 42
2024
Q4 		$921K Sell
10,191
-45
-0.4% -$3.9K 0.54% 37
2024
Q3 		$829K Hold
10,236
– – 0.52% 35
2024
Q2 		$709K Sell
10,236
-115
-1% -$7.24K 0.48% 40
2024
Q1 		$623K Buy
10,351
+244
+2% +$14K 0.45% 45
2023
Q4 		$537K Hold
10,107
– – 0.46% 48
2023
Q3 		$531K Hold
10,107
– – 0.51% 43
2023
Q2 		$517K Hold
10,107
– – 0.52% 42
2023
Q1 		$500K Sell
10,107
-171
-2% -$8.12K 0.54% 44
2022
Q4 		$497K Sell
10,278
-276
-3% -$13.1K 0.63% 41
2022
Q3 		$466K Hold
10,554
– – 0.66% 39
2022
Q2 		$465K Sell
10,554
-75
-0.7% -$3.46K 0.61% 39
2022
Q1 		$535K Buy
10,629
+387
+4% +$18.2K 0.69% 36
2021
Q4 		$491K Sell
10,242
-72
-0.7% -$3.44K 0.65% 36
2021
Q3 		$467K Sell
10,314
-300
-3% -$14.5K 0.72% 36
2021
Q2 		$499K Buy
10,614
+75
+0.7% +$3.49K 0.79% 31
2021
Q1 		$476K Buy
10,539
+150
+1% +$6.95K 0.85% 31
2020
Q4 		$499K Buy
10,389
+3,375
+48% +$164K 0.98% 28
2020
Q3 		$327K Buy
+7,014
New +$312K 0.84% 29

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mayfair Advisory Group's WMT Position: Q1 2026 in Review

Mayfair Advisory Group increased its Walmart Inc (WMT) stake by 4.2% in Q1 2026, buying an estimated $53.8K and bringing the position to 10,909 shares worth $1.36M. The position accounts for 0.47% of the portfolio, ranked #43.

Mayfair Advisory Group first reported a position in WMT in Q3 2020 and has held it in 23 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Mayfair Advisory Group held 10,909 shares of Walmart Inc worth $1.36M as of Q1 2026.
  • Mayfair Advisory Group bought 438 Walmart Inc shares in Q1 2026, an estimated $53.8K.
  • Walmart Inc made up 0.47% of Mayfair Advisory Group's portfolio in Q1 2026, its #43 holding.
  • Mayfair Advisory Group first reported a position in Walmart Inc in Q3 2020 and has held it in 23 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.