MBL Wealth
WMT icon

MBL Wealth’s Walmart Inc WMT Stock Holding History

MBL Wealth’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 		$1.81M Sell
17,399
-570
-3% -$62.6K 0.11% 107
2026
Q2 		$2.04M Sell
17,969
-969
-5% -$120K 0.14% 88
2026
Q1 		$2.35M Sell
18,938
-62
-0.3% -$7.61K 0.18% 75
2025
Q4 		$2.12M Buy
19,000
+5,213
+38% +$560K 0.17% 84
2025
Q3 		$1.42M Sell
13,787
-295
-2% -$29.4K 0.12% 91
2025
Q2 		$1.38M Buy
14,082
+484
+4% +$46.1K 0.13% 84
2025
Q1 		$1.19M Buy
13,598
+1,591
+13% +$149K 0.12% 82
2024
Q4 		$1.08M Sell
12,007
-3,365
-22% -$292K 0.11% 91
2024
Q3 		$1.24M Sell
15,372
-61
-0.4% -$4.48K 0.13% 81
2024
Q2 		$1.04M Sell
15,433
-3,238
-17% -$204K 0.12% 85
2024
Q1 		$1.12M Sell
18,671
-1,384
-7% -$79.2K 0.13% 78
2023
Q4 		$1.05M Buy
20,055
+2,880
+17% +$152K 0.13% 78
2023
Q3 		$916K Buy
17,175
+1,140
+7% +$60.7K 0.13% 74
2023
Q2 		$840K Buy
16,035
+5,067
+46% +$256K 0.12% 81
2023
Q1 		$539K Buy
10,968
+1,071
+11% +$50.8K 0.08% 94
2022
Q4 		$467K Sell
9,897
-714
-7% -$33.9K 0.09% 105
2022
Q3 		$459K Buy
+10,611
New +$465K 0.1% 100
2022
Q2 		– Sell
-8,751
Closed -$434K – 180
2022
Q1 		$434K Buy
+8,751
New +$411K 0.11% 106
2021
Q1 		$487K Buy
10,773
+390
+4% +$18.1K 0.17% 88
2020
Q4 		$499K Buy
+10,383
New +$504K 0.2% 74

Other funds holding WMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

MBL Wealth's WMT Position: Q3 2026 in Review

MBL Wealth reduced its Walmart Inc (WMT) stake by 3.2% in Q3 2026, selling an estimated $62.6K and leaving 17,399 shares worth $1.81M. The position accounts for 0.11% of the portfolio, ranked #107.

MBL Wealth first reported a position in WMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.35M in Q1 2026. 3,369 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • MBL Wealth held 17,399 shares of Walmart Inc worth $1.81M as of Q3 2026.
  • MBL Wealth sold 570 Walmart Inc shares in Q3 2026, an estimated $62.6K.
  • Walmart Inc made up 0.11% of MBL Wealth's portfolio in Q3 2026, its #107 holding.
  • MBL Wealth first reported a position in Walmart Inc in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's Walmart Inc position peaked at $2.35M in Q1 2026.
  • 3,369 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.