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MBA Advisors’s Walmart Inc WMT Stock Holding History

MBA 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
Q1 		$559K Sell
4,496
-751
-14% -$92.2K 0.21% 75
2025
Q4 		$585K Buy
5,247
+79
+2% +$8.48K 0.24% 77
2025
Q3 		$533K Sell
5,168
-84
-2% -$8.36K 0.23% 79
2025
Q2 		$514K Sell
5,252
-93
-2% -$8.86K 0.24% 78
2025
Q1 		$469K Sell
5,345
-82
-2% -$7.69K 0.23% 78
2024
Q4 		$490K Buy
5,427
+15
+0.3% +$1.3K 0.25% 80
2024
Q3 		$437K Sell
5,412
-169
-3% -$12.4K 0.21% 82
2024
Q2 		$378K Buy
5,581
+276
+5% +$17.4K 0.19% 86
2024
Q1 		$319K Sell
5,305
-533
-9% -$30.5K 0.17% 100
2023
Q4 		$307K Hold
5,838
– – 0.17% 96
2023
Q3 		$311K Buy
5,838
+3
+0.1% +$160 0.19% 87
2023
Q2 		$306K Sell
5,835
-138
-2% -$6.96K 0.18% 89
2023
Q1 		$294K Hold
5,973
– – 0.18% 102
2022
Q4 		$282K Sell
5,973
-15
-0.3% -$712 0.18% 99
2022
Q3 		$259K Hold
5,988
– – 0.19% 101
2022
Q2 		$243K Sell
5,988
-102
-2% -$4.7K 0.17% 109
2022
Q1 		$302K Sell
6,090
-1,587
-21% -$74.5K 0.19% 113
2021
Q4 		$370K Buy
7,677
+1,500
+24% +$71.6K 0.23% 102
2021
Q3 		$287K Buy
6,177
+81
+1% +$3.9K 0.21% 104
2021
Q2 		$287 Buy
6,096
+1,056
+21% +$49.2K 0.13% 106
2021
Q1 		$228 Buy
+5,040
New +$233K 0.13% 122

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

MBA Advisors's WMT Position: Q1 2026 in Review

MBA Advisors reduced its Walmart Inc (WMT) stake by 14% in Q1 2026, selling an estimated $92.2K and leaving 4,496 shares worth $559K. The position accounts for 0.21% of the portfolio, ranked #75.

MBA Advisors first reported a position in WMT in Q1 2021 and has held it in 21 quarters since. The position peaked at $585K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • MBA Advisors held 4,496 shares of Walmart Inc worth $559K as of Q1 2026.
  • MBA Advisors sold 751 Walmart Inc shares in Q1 2026, an estimated $92.2K.
  • Walmart Inc made up 0.21% of MBA Advisors's portfolio in Q1 2026, its #75 holding.
  • MBA Advisors first reported a position in Walmart Inc in Q1 2021 and has held it in 21 quarters since.
  • MBA Advisors's Walmart Inc position peaked at $585K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.