MBA Advisors
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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
Q3 		$443K Sell
4,261
-318
-7% -$34.9K 0.14% 98
2026
Q2 		$519K Buy
4,579
+83
+2% +$10.3K 0.17% 96
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 		$287K Buy
6,096
+1,056
+21% +$49.2K 0.13% 106
2021
Q1 		$228K Buy
+5,040
New +$233K 0.13% 122

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MBA Advisors's WMT Position: Q3 2026 in Review

MBA Advisors reduced its Walmart Inc (WMT) stake by 6.9% in Q3 2026, selling an estimated $34.9K and leaving 4,261 shares worth $443K. The position accounts for 0.14% of the portfolio, ranked #98.

MBA Advisors first reported a position in WMT in Q1 2021 and has held it in 23 quarters since. The position peaked at $585K in Q4 2025. 2,719 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • MBA Advisors held 4,261 shares of Walmart Inc worth $443K as of Q3 2026.
  • MBA Advisors sold 318 Walmart Inc shares in Q3 2026, an estimated $34.9K.
  • Walmart Inc made up 0.14% of MBA Advisors's portfolio in Q3 2026, its #98 holding.
  • MBA Advisors first reported a position in Walmart Inc in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's Walmart Inc position peaked at $585K in Q4 2025.
  • 2,719 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.