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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBL Wealth's WMT Position: Q2 2026 in Review

MBL Wealth reduced its Walmart Inc (WMT) stake by 5.1% in Q2 2026, selling an estimated $120K and leaving 17,969 shares worth $2.04M. The position accounts for 0.14% of the portfolio, ranked #88.

MBL Wealth first reported a position in WMT in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.35M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • MBL Wealth held 17,969 shares of Walmart Inc worth $2.04M as of Q2 2026.
  • MBL Wealth sold 969 Walmart Inc shares in Q2 2026, an estimated $120K.
  • Walmart Inc made up 0.14% of MBL Wealth's portfolio in Q2 2026, its #88 holding.
  • MBL Wealth first reported a position in Walmart Inc in Q4 2020 and has held it in 19 quarters since.
  • MBL Wealth's Walmart Inc position peaked at $2.35M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.