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Mayflower Financial Advisors’s Walmart Inc WMT Stock Holding History

Mayflower Financial Advisors’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 		$1.29M Buy
11,366
+2,271
+25% +$282K 0.11% 161
2026
Q1 		$1.13M Buy
9,095
+484
+6% +$59.4K 0.14% 158
2025
Q4 		$959K Buy
8,611
+282
+3% +$30.3K 0.12% 166
2025
Q3 		$858K Buy
8,329
+649
+8% +$64.6K 0.11% 175
2025
Q2 		$751K Sell
7,680
-222
-3% -$21.2K 0.1% 180
2025
Q1 		$694K Buy
7,902
+411
+5% +$38.6K 0.11% 186
2024
Q4 		$677K Buy
7,491
+504
+7% +$43.7K 0.1% 184
2024
Q3 		$564K Buy
6,987
+75
+1% +$5.51K 0.08% 204
2024
Q2 		$468K Buy
6,912
+1,115
+19% +$70.2K 0.08% 222
2024
Q1 		$349K Buy
5,797
+157
+3% +$8.98K 0.06% 260
2023
Q4 		$296K Sell
5,640
-105
-2% -$5.56K 0.04% 261
2023
Q3 		$306K Buy
5,745
+552
+11% +$29.4K 0.05% 252
2023
Q2 		$272K Sell
5,193
-30
-0.6% -$1.51K 0.04% 285
2023
Q1 		$257K Buy
5,223
+276
+6% +$13.1K 0.03% 290
2022
Q4 		$234K Buy
4,947
+144
+3% +$6.84K 0.03% 304
2022
Q3 		$208K Sell
4,803
-1,953
-29% -$85.6K 0.03% 303
2022
Q2 		$274K Sell
6,756
-1,182
-15% -$54.5K 0.04% 261
2022
Q1 		$394K Buy
7,938
+195
+3% +$9.15K 0.05% 232
2021
Q4 		$373K Buy
7,743
+189
+3% +$9.02K 0.05% 232
2021
Q3 		$364K Buy
7,554
+261
+4% +$12.6K 0.05% 232
2021
Q2 		$343K Buy
7,293
+165
+2% +$7.68K 0.05% 221
2021
Q1 		$323K Buy
7,128
+780
+12% +$36.1K 0.05% 223
2020
Q4 		$305K Buy
+6,348
New +$308K 0.05% 205

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mayflower Financial Advisors's WMT Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Walmart Inc (WMT) stake by 25% in Q2 2026, buying an estimated $282K and bringing the position to 11,366 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #161.

Mayflower Financial Advisors first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. 1,626 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Mayflower Financial Advisors held 11,366 shares of Walmart Inc worth $1.29M as of Q2 2026.
  • Mayflower Financial Advisors bought 2,271 Walmart Inc shares in Q2 2026, an estimated $282K.
  • Walmart Inc made up 0.11% of Mayflower Financial Advisors's portfolio in Q2 2026, its #161 holding.
  • Mayflower Financial Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • 1,626 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.