MBE Wealth Management’s Walmart Inc WMT Stock Holding History

MBE Wealth Management’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	$967K	Buy	9,306 +89	+1%	+$9.8K	0.34%	50
2026 Q2	$1.04M	Sell	9,217 -52	-0.6%	-$6.46K	0.37%	43
2026 Q1	$1.15M	Sell	9,269 -80	-0.9%	-$9.8K	0.48%	35
2025 Q4	$1.04M	Buy	9,349 +11	+0.1%	+$1.18K	0.44%	35
2025 Q3	$962K	Sell	9,338 -211	-2%	-$21K	0.42%	36
2025 Q2	$934K	Buy	9,549 +123	+1%	+$11.7K	0.41%	36
2025 Q1	$827K	Buy	9,426 +2,975	+46%	+$279K	0.4%	36
2024 Q4	$583K	Buy	6,451 +3,427	+113%	+$297K	0.33%	39
2024 Q3	$244K	Buy	+3,024	New	+$222K	0.13%	83
2020 Q2	–	Sell	-1,710	Closed	-$64K	–	526
2020 Q1	$64K	Buy	+1,710	New	+$65.8K	0.06%	101

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

MBE Wealth Management's WMT Position: Q3 2026 in Review

MBE Wealth Management increased its Walmart Inc (WMT) stake by 0.97% in Q3 2026, buying an estimated $9.8K and bringing the position to 9,306 shares worth $967K. The position accounts for 0.34% of the portfolio, ranked #50.

MBE Wealth Management first reported a position in WMT in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

MBE Wealth Management held 9,306 shares of Walmart Inc worth $967K as of Q3 2026.
MBE Wealth Management bought 89 Walmart Inc shares in Q3 2026, an estimated $9.8K.
Walmart Inc made up 0.34% of MBE Wealth Management's portfolio in Q3 2026, its #50 holding.
MBE Wealth Management first reported a position in Walmart Inc in Q1 2020 and has held it in 10 quarters since.
MBE Wealth Management's Walmart Inc position peaked at $1.15M in Q1 2026.
2,012 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.