MB, Levis & Associates
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MB, Levis & Associates’s Walmart Inc WMT Stock Holding History

MB, Levis & Associates’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 		$1.63M Buy
15,643
+429
+3% +$47.1K 0.6% 33
2026
Q2 		$1.72M Buy
15,214
+37
+0.2% +$4.59K 0.64% 29
2026
Q1 		$1.89M Sell
15,177
-27
-0.2% -$3.32K 0.79% 23
2025
Q4 		$1.69M Sell
15,204
-340
-2% -$36.5K 0.71% 27
2025
Q3 		$1.6M Sell
15,544
-2,946
-16% -$293K 0.69% 30
2025
Q2 		$1.81M Buy
18,490
+347
+2% +$33.1K 0.79% 23
2025
Q1 		$1.59M Buy
18,143
+15
+0.1% +$1.41K 0.74% 24
2024
Q4 		$1.64M Sell
18,128
-111
-0.6% -$9.6K 0.82% 23
2024
Q3 		$1.47M Buy
18,239
+80
+0.4% +$5.88K 0.73% 25
2024
Q2 		$1.23M Buy
18,159
+204
+1% +$12.8K 0.65% 25
2024
Q1 		$1.08M Buy
17,955
+243
+1% +$13.9K 0.58% 29
2023
Q4 		$931K Buy
17,712
+12,240
+224% +$648K 0.53% 30
2023
Q3 		$292K Buy
5,472
+18
+0.3% +$958 0.19% 52
2023
Q2 		$286K Buy
5,454
+39
+0.7% +$1.97K 0.18% 52
2023
Q1 		$266K Buy
5,415
+21
+0.4% +$997 0.19% 53
2022
Q4 		$255K Buy
+5,394
New +$256K 0.2% 48

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

MB, Levis & Associates's WMT Position: Q3 2026 in Review

MB, Levis & Associates increased its Walmart Inc (WMT) stake by 2.8% in Q3 2026, buying an estimated $47.1K and bringing the position to 15,643 shares worth $1.63M. The position accounts for 0.6% of the portfolio, ranked #33.

MB, Levis & Associates first reported a position in WMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.89M in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • MB, Levis & Associates held 15,643 shares of Walmart Inc worth $1.63M as of Q3 2026.
  • MB, Levis & Associates bought 429 Walmart Inc shares in Q3 2026, an estimated $47.1K.
  • Walmart Inc made up 0.6% of MB, Levis & Associates's portfolio in Q3 2026, its #33 holding.
  • MB, Levis & Associates first reported a position in Walmart Inc in Q4 2022 and has held it in 16 quarters since.
  • MB, Levis & Associates's Walmart Inc position peaked at $1.89M in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.