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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
Q2 		$1.72M Buy
15,214
+37
+0.2% +$4.59K 0.64% 29
2026
Q1 		$1.89M Sell
15,177
-27
-0.2% -$3.31K 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% -$9.63K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

MB, Levis & Associates's WMT Position: Q2 2026 in Review

MB, Levis & Associates increased its Walmart Inc (WMT) stake by 0.24% in Q2 2026, buying an estimated $4.59K and bringing the position to 15,214 shares worth $1.72M. The position accounts for 0.64% of the portfolio, ranked #29.

MB, Levis & Associates first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.89M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • MB, Levis & Associates held 15,214 shares of Walmart Inc worth $1.72M as of Q2 2026.
  • MB, Levis & Associates bought 37 Walmart Inc shares in Q2 2026, an estimated $4.59K.
  • Walmart Inc made up 0.64% of MB, Levis & Associates's portfolio in Q2 2026, its #29 holding.
  • MB, Levis & Associates first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • MB, Levis & Associates's Walmart Inc position peaked at $1.89M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.