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 Q2	$1.04M	Sell	9,217 -52	-0.6%	-$6.46K	0.37%	43
2026 Q1	$1.15M	Sell	9,269 -80	-0.9%	-$9.82K	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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MBE Wealth Management's WMT Position: Q2 2026 in Review

MBE Wealth Management reduced its Walmart Inc (WMT) stake by 0.56% in Q2 2026, selling an estimated $6.46K and leaving 9,217 shares worth $1.04M. The position accounts for 0.37% of the portfolio, ranked #43.

MBE Wealth Management first reported a position in WMT in Q1 2020 and has held it in 9 quarters since. The position peaked at $1.15M in Q1 2026. 2,080 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

MBE Wealth Management held 9,217 shares of Walmart Inc worth $1.04M as of Q2 2026.
MBE Wealth Management sold 52 Walmart Inc shares in Q2 2026, an estimated $6.46K.
Walmart Inc made up 0.37% of MBE Wealth Management's portfolio in Q2 2026, its #43 holding.
MBE Wealth Management first reported a position in Walmart Inc in Q1 2020 and has held it in 9 quarters since.
MBE Wealth Management's Walmart Inc position peaked at $1.15M in Q1 2026.
2,080 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.